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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

314 hedge funds and large institutions have $2.36B invested in Invesco S&P 500 Quality ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 121 increasing their positions, 81 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
4.97%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
46
Increased
121
Reduced
81
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$126M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$98.6M
3
MCM
3
Mainstay Capital Management
Michigan
$98.9M
4
Bank of America
4
Bank of America
North Carolina
$249M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$40.1M

Top Sellers

1
FSA
1
Financial Services Advisory
Maryland
$0
2
Wells Fargo
2
Wells Fargo
California
$26.2M
3
BPWM
3
Badgley Phelps Wealth Managers
Washington
$0
4
GVAG
4
Great Valley Advisor Group
Delaware
$0
5
WA
5
Win Advisors
Florida
$9.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
101
Parallel Advisors
California
$2.07M -$490K -9,629 -19%
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$2.03M +$84.5K +1,692 +4%
FAIM
103
Financial Advocates Investment Management
Washington
$2.02M +$31.7K +636 +2%
AAS
104
Ameritas Advisory Services
Nebraska
$1.91M +$1.91M +38,167 New
William Blair & Company
105
William Blair & Company
Illinois
$1.86M +$599 +12 +0%
KA
106
Kovack Advisors
Florida
$1.85M -$1.24M -24,757 -40%
AIP
107
Ahrens Investment Partners
Louisiana
$1.81M -$68.2K -1,367 -4%
SW
108
SlateStone Wealth
Florida
$1.76M -$122K -2,452 -7%
SPC
109
Sigma Planning Corp
Michigan
$1.71M +$1.05M +20,986 +158%
SCM
110
Stonehearth Capital Management
Massachusetts
$1.69M -$47.7K -955 -3%
HNWAG
111
High Net Worth Advisory Group
Florida
$1.69M +$15K +300 +0.9%
HGERS
112
Householder Group Estate & Retirement Specialist
Arizona
$1.66M -$5.29K -106 -0.3%
CAG
113
Crestwood Advisors Group
Massachusetts
$1.63M +$30.1K +603 +2%
AssetMark Inc
114
AssetMark Inc
California
$1.61M -$15.6K -312 -1%
DFC
115
DBK Financial Counsel
Ohio
$1.61M +$5.19K +104 +0.3%
WMR
116
Wealth Management Resources
Rhode Island
$1.6M +$101K +2,029 +7%
DWM
117
Doyle Wealth Management
Florida
$1.59M -$117K -2,349 -7%
APA
118
American Portfolios Advisors
New York
$1.54M +$1.41M +28,169 +1,030%
IFWM
119
Institute for Wealth Management
Colorado
$1.52M – – –
PMG
120
ProVise Management Group
Florida
$1.52M -$37.7K -756 -2%
HWA
121
HHM Wealth Advisors
Tennessee
$1.44M – – –
EVM
122
Eaton Vance Management
Massachusetts
$1.39M +$216K +4,329 +18%
PFT
123
Providence First Trust
Arizona
$1.36M – – –
IA
124
IFP Advisors
Florida
$1.35M +$666K +21,851 +97%
OC
125
Oppenheimer & Co
New York
$1.32M +$300K +6,011 +30%
3 4
5
6 7