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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

307 hedge funds and large institutions have $2.03B invested in Invesco S&P 500 Quality ETF in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 93 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-7
Holders Change %
-2.23%
% of All Funds
5.19%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
34
Increased
111
Reduced
93
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$148M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$121M
3
Ameriprise
3
Ameriprise
Minnesota
$57.1M
4
LPL Financial
4
LPL Financial
California
$122M
5
SL
5
Savior LLC
Massachusetts
$9.96M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$163M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$25.7M
3
MAM
3
Madison Asset Management
Wisconsin
$38.1M
4
LPT
4
Legacy Private Trust
Wisconsin
$17.2M
5
RBCM
5
Raub Brock Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
101
GHP Investment Advisors
Colorado
$1.94M -$191K -4,543 -9%
HI
102
Harbour Investments
Wisconsin
$1.88M +$1.88M +44,787 New
Citadel Advisors
103
Citadel Advisors
Florida
$1.88M +$1.88M +44,661 New
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$1.87M -$20K -476 -1%
JWCA
105
J.W. Cole Advisors
Florida
$1.81M +$48.5K +1,156 +3%
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$1.68M -$22.3K -531 -1%
PA
107
Parallel Advisors
California
$1.67M -$31.5K -749 -2%
MIAN
108
Mariner Independent Advisor Network
Kansas
$1.59M -$443K -10,328 -22%
CBC
109
Coombe, Bender & Co
New York
$1.57M +$1.57M +37,332 New
KA
110
Kovack Advisors
Florida
$1.54M -$13.4K -320 -0.9%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$1.5M +$1.19M +28,427 +391%
SPC
112
Sigma Planning Corp
Michigan
$1.49M +$50K +1,191 +3%
AIP
113
Ahrens Investment Partners
Louisiana
$1.49M -$37.8K -900 -2%
WMR
114
Wealth Management Resources
Rhode Island
$1.47M +$123K +2,918 +9%
SW
115
SlateStone Wealth
Florida
$1.45M -$27.9K -665 -2%
Two Sigma Investments
116
Two Sigma Investments
New York
$1.45M +$1.45M +34,500 New
SCM
117
Stonehearth Capital Management
Massachusetts
$1.45M -$8.62K -201 -0.6%
GEA
118
Glen Eagle Advisors
New Jersey
$1.44M -$1.59M -37,767 -52%
GB
119
Gunma Bank
Japan
$1.43M +$1.43M +34,000 New
DFC
120
DBK Financial Counsel
Ohio
$1.42M +$70.9K +1,689 +5%
RA
121
RFG Advisory
Alabama
$1.41M +$1.41M +30,994 New
HNWAG
122
High Net Worth Advisory Group
Florida
$1.41M -$15.9K -379 -1%
CAG
123
Crestwood Advisors Group
Massachusetts
$1.39M +$11.1K +264 +0.8%
HGERS
124
Householder Group Estate & Retirement Specialist
Arizona
$1.38M -$15.4K -366 -1%
SF
125
Symphony Financial
Texas
$1.38M +$566K +13,370 +69%
3 4
5
6 7