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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

314 hedge funds and large institutions have $2.36B invested in Invesco S&P 500 Quality ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 121 increasing their positions, 81 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
4.97%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
46
Increased
121
Reduced
81
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$126M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$98.6M
3
MCM
3
Mainstay Capital Management
Michigan
$98.9M
4
Bank of America
4
Bank of America
North Carolina
$249M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$40.1M

Top Sellers

1
FSA
1
Financial Services Advisory
Maryland
$0
2
Wells Fargo
2
Wells Fargo
California
$26.2M
3
BPWM
3
Badgley Phelps Wealth Managers
Washington
$0
4
GVAG
4
Great Valley Advisor Group
Delaware
$0
5
WA
5
Win Advisors
Florida
$9.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWBC
126
J.W. Burns & Co
New York
$1.3M -$150 -3 -0%
SFPG
127
Stonebridge Financial Planning Group
Florida
$1.3M +$9.49K +190 +0.7%
CAL
128
Capital Advisors Ltd
Ohio
$1.29M +$458K +9,172 +55%
CWM
129
Chicago Wealth Management
Illinois
$1.28M -$10.2K -205 -0.8%
CAAS
130
Capital Asset Advisory Services
Michigan
$1.28M -$92.1K -1,845 -7%
SW
131
SVB Wealth
Massachusetts
$1.26M -$449 -9 -0%
WT
132
Whittier Trust
California
$1.17M – – –
KTC
133
Kistler-Tiffany Companies
Pennsylvania
$1.11M +$1.11M +22,133 New
HPC
134
HM Payson & Co
Maine
$1.07M -$33.4K -669 -3%
Renaissance Technologies
135
Renaissance Technologies
New York
$1.05M -$304K -6,100 -22%
COF
136
Capital One Financial
Virginia
$1.04M -$7.51M -150,429 -88%
ACI
137
Alpha Cubed Investments
California
$1.01M -$811K -16,244 -45%
GWM
138
Geneos Wealth Management
Colorado
$1M +$42.9K +859 +4%
SF
139
Symphony Financial
Texas
$951K +$665K +13,469 +233%
CAG
140
Csenge Advisory Group
Florida
$945K +$945K +18,936 New
HCP
141
Holt Capital Partners
Texas
$939K – – –
PIA
142
Perennial Investment Advisors
California
$926K -$399K -7,992 -30%
EL
143
EMFO LLC
Florida
$906K +$50 +1 +0%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$902K -$922K -18,486 -51%
BB
145
Bell Bank
North Dakota
$896K +$9.63K +193 +1%
Baird Financial Group
146
Baird Financial Group
Wisconsin
$894K -$71.7K -1,436 -7%
SIA
147
Strategic Investment Advisors
Michigan
$886K -$171K -3,418 -16%
KeyBank National Association
148
KeyBank National Association
Ohio
$847K +$38.1K +763 +5%
UCFA
149
United Capital Financial Advisors
Texas
$826K -$133K -2,670 -14%
MG
150
Mather Group
Illinois
$819K +$819K +16,405 New
4 5
6
7 8