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

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$0
2
Bank of America
Bank of America
North Carolina
$132M
3
MAM
Madison Asset Management
Wisconsin
$16M
4
MCM
Mainstay Capital Management
Michigan
$68.1M
5
Ameriprise
Ameriprise
Minnesota
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
126
Alpha Cubed Investments
California
$1.18M -$28.8K -725 -2%
EVM
127
Eaton Vance Management
Massachusetts
$1.15M +$32.5K +817 +3%
HWA
128
HHM Wealth Advisors
Tennessee
$1.14M – – –
CAL
129
Capital Advisors Ltd
Ohio
$1.14M +$56K +1,408 +5%
DWM
130
Doyle Wealth Management
Florida
$1.12M -$103K -2,584 -8%
CPO
131
Cerity Partners OCIO
New York
$1.11M -$975K -24,530 -47%
AssetMark Inc
132
AssetMark Inc
California
$1.1M -$37.4K -942 -3%
IWP
133
IAG Wealth Partners
Wisconsin
$1.09M +$1.09M +27,385 New
JWBC
134
J.W. Burns & Co
New York
$1.03M -$636 -16 -0.1%
SW
135
SVB Wealth
Massachusetts
$1.01M – – –
PP
136
Prudential plc
United Kingdom
$994K +$994K +25,000 New
PFT
137
Providence First Trust
Arizona
$993K -$4.13K -104 -0.4%
SFPG
138
Stonebridge Financial Planning Group
Florida
$986K -$13.3K -335 -1%
Cetera Investment Advisers
139
Cetera Investment Advisers
Illinois
$967K -$806K -20,288 -45%
DAS
140
Dynamic Advisor Solutions
Arizona
$935K +$289K +7,268 +45%
CAAS
141
Capital Asset Advisory Services
Michigan
$931K -$33.2K -835 -3%
WT
142
Whittier Trust
California
$928K – – –
TC
143
Trilogy Capital
California
$901K +$580K +14,608 +181%
BWM
144
BCGM Wealth Management
Indiana
$898K – – –
KTC
145
Kistler-Tiffany Companies
Pennsylvania
$893K +$477 +12 +0.1%
AWE
146
Avidian Wealth Enterprises
Texas
$861K -$6.4K -161 -0.7%
HPC
147
HM Payson & Co
Maine
$860K +$37.4K +940 +5%
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$845K -$573K -14,429 -40%
KeyBank National Association
149
KeyBank National Association
Ohio
$834K -$291K -7,313 -26%
RW
150
RVW Wealth
California
$820K +$612K +15,396 +294%
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