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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

387 hedge funds and large institutions have $3.96B invested in Invesco S&P 500 Quality ETF in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 144 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+29
Holders Change %
+8.1%
% of All Funds
6.1%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.43%
New
59
Increased
144
Reduced
110
Closed
24
Calls
$247K
Puts
–
Net Calls
+$247K
Net Calls Change
-$482K

Top Buyers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$102M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$102M
3
LPL Financial
3
LPL Financial
California
$254M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$153M
5
Morgan Stanley
5
Morgan Stanley
New York
$109M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$10.2M
2
SL
2
Savior LLC
Massachusetts
$803K
3
MCC
3
Money Concepts Capital
Florida
$0
4
EH
4
Equitable Holdings
New York
$33.8M
5
PCMC
5
Paragon Capital Management (Colorado)
Colorado
$44.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
101
Lincoln National Corp
Pennsylvania
$4.14M +$461K +9,141 +13%
JPMorgan Chase & Co
102
JPMorgan Chase & Co
New York
$4.11M +$2.11M +41,781 +105%
William Blair & Company
103
William Blair & Company
Illinois
$4.02M +$269K +5,330 +7%
CA
104
Cresta Advisors
Texas
$3.99M +$3.99M +79,021 New
Cerity Partners
105
Cerity Partners
New York
$3.92M +$3.92M +77,671 New
TCM
106
TD Capital Management
Tennessee
$3.79M +$1.22M +24,137 +47%
JFG
107
Jefferies Financial Group
New York
$3.75M +$29.8K +590 +0.8%
MA
108
Montag & Associates
Georgia
$3.73M – – –
TA
109
TruWealth Advisors
Louisiana
$3.7M +$114K +2,254 +3%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$3.58M +$444K +8,794 +14%
EFS
111
Essex Financial Services
Connecticut
$3.52M -$224K -4,449 -6%
N
112
Natixis
France
$3.46M -$14.9K -296 -0.4%
CWM
113
Cedar Wealth Management
California
$3.29M +$203K +4,015 +7%
RF
114
Rollins Financial
Georgia
$3.2M -$110K -2,181 -3%
PIWA
115
Prevail Innovative Wealth Advisors
Kansas
$2.92M +$2.92M +57,789 New
WWM
116
Western Wealth Management
Colorado
$2.79M -$350K -6,934 -11%
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$2.73M -$600K -11,899 -18%
IDA
118
Intelligence Driven Advisers
California
$2.72M -$784K -15,743 -22%
PA
119
Parallel Advisors
California
$2.64M +$315K +6,251 +14%
LI
120
LMCG Investments
Massachusetts
$2.63M +$39.1K +775 +2%
LOIM
121
Liberty One Investment Management
Illinois
$2.59M -$37.4K -741 -1%
TFGT
122
TS Financial Group (TSFG)
Illinois
$2.55M -$25K -496 -1%
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$2.44M -$454 -9 -0%
ACI
124
Alpha Cubed Investments
California
$2.36M +$228K +4,516 +11%
LWM
125
Lionsbridge Wealth Management
Florida
$2.35M +$2.35M +46,611 New
3 4
5
6 7