SPHQ icon

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

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$27.3M
2
SA
Shilanski & Associates
Alaska
$0
3
AAS
Avantax Advisory Services
Texas
$1.01M
4
CAN
Cetera Advisor Networks
California
$2.72M
5
IAIM
International Assets Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GB
126
Gunma Bank
Japan
$1.5M – – –
SW
127
SlateStone Wealth
Florida
$1.45M +$792 +18 +0.1%
GEA
128
Glen Eagle Advisors
New Jersey
$1.44M -$98K -2,228 -6%
Corient Private Wealth
129
Corient Private Wealth
Florida
$1.39M +$1.39M +31,567 New
TCM
130
TD Capital Management
Tennessee
$1.37M -$81.3K -1,848 -6%
SCM
131
Stonehearth Capital Management
Massachusetts
$1.34M +$33.1K +753 +3%
IFWM
132
Institute for Wealth Management
Colorado
$1.33M -$7.7K -175 -0.6%
PFT
133
Providence First Trust
Arizona
$1.3M +$205K +4,660 +19%
CBC
134
Coombe, Bender & Co
New York
$1.28M -$375K -8,516 -23%
HWA
135
HHM Wealth Advisors
Tennessee
$1.27M – – –
AssetMark Inc
136
AssetMark Inc
California
$1.25M +$32K +727 +3%
JWBC
137
J.W. Burns & Co
New York
$1.21M +$59.7K +1,356 +5%
CAL
138
Capital Advisors Ltd
Ohio
$1.17M -$86.6K -1,967 -7%
WCG
139
Weaver Consulting Group
California
$1.16M +$534K +12,143 +85%
JIP
140
Jaffetilchin Investment Partners
Florida
$1.16M +$1.16M +26,275 New
TRCT
141
Tower Research Capital (TRC)
New York
$1.12M +$1.12M +25,420 +66,895%
SAG
142
SageView Advisory Group
California
$1.12M +$1.12M +25,343 New
SFPG
143
Stonebridge Financial Planning Group
Florida
$1.09M – – –
FA
144
Fiduciary Alliance
South Carolina
$1.05M +$1.05M +23,802 New
DAS
145
Dynamic Advisor Solutions
Arizona
$1.02M -$13K -296 -1%
AAS
146
Avantax Advisory Services
Texas
$1.01M -$9.6M -218,169 -91%
KeyBank National Association
147
KeyBank National Association
Ohio
$975K +$52.3K +1,189 +6%
CAAS
148
Capital Asset Advisory Services
Michigan
$972K -$59.3K -1,347 -6%
US Bancorp
149
US Bancorp
Minnesota
$971K -$1.1M -24,936 -53%
AWE
150
Avidian Wealth Enterprises
Texas
$963K +$10.1K +229 +1%
4 5
6
7 8