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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

304 hedge funds and large institutions have $1.92B invested in Invesco S&P 500 Quality ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 100 increasing their positions, 110 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
-3
Holders Change %
-0.98%
% of All Funds
5.26%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
25
Increased
100
Reduced
110
Closed
25
Calls
$334K
Puts
–
Net Calls
+$334K
Net Calls Change
+$334K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$162M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$134M
3
CPA
3
Capital Planning Advisors
California
$17.9M
4
SA
4
Shilanski & Associates
Alaska
$15.7M
5
LPL Financial
5
LPL Financial
California
$131M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$0
2
Bank of America
2
Bank of America
North Carolina
$132M
3
MAM
3
Madison Asset Management
Wisconsin
$16M
4
MCM
4
Mainstay Capital Management
Michigan
$68.1M
5
Ameriprise
5
Ameriprise
Minnesota
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAGAS
101
Capital Advisory Group Advisory Services
Minnesota
$1.83M -$2.9K -73 -0.2%
RJA
102
Raymond James & Associates
Florida
$1.8M -$187K -4,710 -9%
GIA
103
GHP Investment Advisors
Colorado
$1.74M -$94.4K -2,377 -5%
WMR
104
Wealth Management Resources
Rhode Island
$1.71M +$323K +8,128 +23%
JWCA
105
J.W. Cole Advisors
Florida
$1.62M -$86.7K -2,183 -5%
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$1.58M -$8.19K -206 -0.5%
CBC
107
Coombe, Bender & Co
New York
$1.49M +$8.15K +205 +0.5%
PA
108
Parallel Advisors
California
$1.49M -$96.3K -2,423 -6%
GI
109
Glovista Investments
New Jersey
$1.48M +$1.48M +37,202 New
KA
110
Kovack Advisors
Florida
$1.46M +$477 +12 +0%
AIP
111
Ahrens Investment Partners
Louisiana
$1.4M -$9.93K -250 -0.7%
GEA
112
Glen Eagle Advisors
New Jersey
$1.39M +$23.5K +592 +2%
DFC
113
DBK Financial Counsel
Ohio
$1.36M +$12.7K +319 +0.9%
MIAN
114
Mariner Independent Advisor Network
Kansas
$1.36M -$116K -2,906 -8%
GB
115
Gunma Bank
Japan
$1.35M – – –
IA
116
IFP Advisors
Florida
$1.35M -$7.47K -245 -0.6%
GWM
117
Geneos Wealth Management
Colorado
$1.34M +$243K +6,115 +22%
HNWAG
118
High Net Worth Advisory Group
Florida
$1.33M +$278 +7 +0%
CAG
119
Crestwood Advisors Group
Massachusetts
$1.32M +$4.05K +102 +0.3%
TCM
120
TD Capital Management
Tennessee
$1.31M +$286K +7,190 +28%
SW
121
SlateStone Wealth
Florida
$1.31M -$66.9K -1,684 -5%
HGERS
122
Householder Group Estate & Retirement Specialist
Arizona
$1.26M -$47.9K -1,205 -4%
IFWM
123
Institute for Wealth Management
Colorado
$1.21M – – –
APA
124
American Portfolios Advisors
New York
$1.21M +$11.2K +283 +0.9%
SCM
125
Stonehearth Capital Management
Massachusetts
$1.18M -$156K -3,920 -12%
3 4
5
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