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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

312 hedge funds and large institutions have $2.05B invested in Invesco S&P 500 Quality ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+55
Holders Change %
+21.4%
% of All Funds
4.82%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.23%
New
73
Increased
113
Reduced
69
Closed
14
Calls
$490K
Puts
–
Net Calls
+$490K
Net Calls Change
+$53K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$80.2M
2
LPL Financial
2
LPL Financial
California
$139M
3
GVAG
3
Great Valley Advisor Group
Delaware
$10M
4
MCM
4
Mainstay Capital Management
Michigan
$9.55M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$9.38M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$48.7M
2
QA
2
Quantitative Advantage
Minnesota
$0
3
AIA
3
Angeles Investment Advisors
California
$0
4
Franklin Resources
4
Franklin Resources
California
$133K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Chicago Wealth Management
Illinois
$1.38M -$339K -6,369 -20%
SW
127
SVB Wealth
Massachusetts
$1.35M +$18.2K +343 +1%
SFPG
128
Stonebridge Financial Planning Group
Florida
$1.3M +$37.9K +752 +3%
EVM
129
Eaton Vance Management
Massachusetts
$1.25M +$1.06K +20 +0.1%
WT
130
Whittier Trust
California
$1.24M – – –
IA
131
IFP Advisors
Florida
$1.2M -$52.6K -989 -4%
HPC
132
HM Payson & Co
Maine
$1.18M +$324K +6,100 +38%
SIA
133
Strategic Investment Advisors
Michigan
$1.13M -$62K -1,165 -5%
GTAM
134
Global Trust Asset Management
Florida
$1.1M +$403K +7,578 +58%
1WM
135
1900 Wealth Management
Texas
$1.09M +$625K +11,743 +135%
OC
136
Oppenheimer & Co
New York
$1.08M +$168K +3,164 +18%
Baird Financial Group
137
Baird Financial Group
Wisconsin
$1.03M +$650K +12,228 +172%
GWM
138
Geneos Wealth Management
Colorado
$1.02M +$43.4K +816 +4%
UCFA
139
United Capital Financial Advisors
Texas
$1.02M -$14.1K -266 -1%
FAT
140
First American Trust
California
$1.02M +$62.5K +1,176 +7%
HCP
141
Holt Capital Partners
Texas
$1M +$37.8K +710 +4%
CWM
142
Collaborative Wealth Management
Florida
$981K +$981K +18,443 New
EL
143
EMFO LLC
Florida
$966K +$106 +2 +0%
IWM
144
IHT Wealth Management
Illinois
$955K +$115K +2,170 +14%
BB
145
Bell Bank
North Dakota
$945K +$133K +2,502 +16%
GEA
146
Glen Eagle Advisors
New Jersey
$885K +$78K +1,466 +10%
CAL
147
Capital Advisors Ltd
Ohio
$883K -$7.02K -132 -0.8%
KeyBank National Association
148
KeyBank National Association
Ohio
$862K +$38.2K +718 +5%
ACK
149
Andrew C. Karlinski
$834K +$834K +15,666 New
PFS
150
Prospera Financial Services
Texas
$819K +$24.5K +461 +3%
4 5
6
7 8