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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

341 hedge funds and large institutions have $2.25B invested in Invesco S&P 500 Quality ETF in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 117 increasing their positions, 98 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+37
Holders Change %
+12.17%
% of All Funds
5.5%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
66
Increased
117
Reduced
98
Closed
21
Calls
$453K
Puts
–
Net Calls
+$453K
Net Calls Change
+$119K

Top Buyers

1
TC
1
Trilogy Capital
California
$34.5M
2
Wells Fargo
2
Wells Fargo
California
$42.1M
3
AWS
3
AJ Wealth Strategies
New York
$11M
4
CPA
4
Capital Planning Advisors
California
$29.4M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$159M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$27.3M
2
SA
2
Shilanski & Associates
Alaska
$0
3
AAS
3
Avantax Advisory Services
Texas
$1.01M
4
CAN
4
Cetera Advisor Networks
California
$2.72M
5
IAIM
5
International Assets Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
101
Flagship Harbor Advisors
Massachusetts
$2.33M -$74K -1,681 -3%
LOIM
102
Liberty One Investment Management
Illinois
$2.29M +$23.1K +525 +1%
CWM
103
Cedar Wealth Management
California
$2.23M -$425K -9,669 -16%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$2.21M -$49.5K -1,125 -2%
WI
105
WrapManager Inc
California
$2.08M -$114K -2,581 -5%
Mariner
106
Mariner
Kansas
$2.08M +$1.64M +37,259 +372%
WMR
107
Wealth Management Resources
Rhode Island
$2.07M +$176K +3,995 +9%
CAGAS
108
Capital Advisory Group Advisory Services
Minnesota
$2.07M +$36.4K +828 +2%
RJA
109
Raymond James & Associates
Florida
$1.89M -$110K -2,493 -5%
HPC
110
HM Payson & Co
Maine
$1.87M +$913K +20,755 +96%
HI
111
Harbour Investments
Wisconsin
$1.85M -$121K -2,739 -6%
HNWAG
112
High Net Worth Advisory Group
Florida
$1.83M +$353K +8,033 +24%
JWCA
113
J.W. Cole Advisors
Florida
$1.8M +$3.04K +69 +0.2%
GIA
114
GHP Investment Advisors
Colorado
$1.77M -$149K -3,394 -8%
PA
115
Parallel Advisors
California
$1.64M -$5.15K -117 -0.3%
GI
116
Glovista Investments
New Jersey
$1.63M -$9.86K -224 -0.6%
CAG
117
Crestwood Advisors Group
Massachusetts
$1.63M +$170K +3,873 +12%
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$1.62M -$131K -2,982 -7%
KA
119
Kovack Advisors
Florida
$1.61M -$11.7K -265 -0.7%
FFA
120
Fragasso Financial Advisors
Pennsylvania
$1.6M +$1.6M +36,300 New
GWM
121
Geneos Wealth Management
Colorado
$1.57M +$85.5K +1,944 +6%
ACI
122
Alpha Cubed Investments
California
$1.55M +$240K +5,444 +18%
AIP
123
Ahrens Investment Partners
Louisiana
$1.55M -$220 -5 -0%
DFC
124
DBK Financial Counsel
Ohio
$1.51M +$7.7K +175 +0.5%
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$1.5M +$1.37M +31,090 +1,048%
3 4
5
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