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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

358 hedge funds and large institutions have $3.2B invested in Invesco S&P 500 Quality ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+17
Holders Change %
+4.99%
% of All Funds
5.73%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.38%
New
53
Increased
125
Reduced
102
Closed
30
Calls
$729K
Puts
–
Net Calls
+$729K
Net Calls Change
+$276K

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$608M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$99.8M
3
PI
3
PFS Investments
Georgia
$63.4M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$50.1M
5
LPL Financial
5
LPL Financial
California
$194M

Top Sellers

1
MFG
1
Merit Financial Group
Georgia
$5.85M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$3.13M
3
CPA
3
Capital Planning Advisors
California
$17.2M
4
AWS
4
AJ Wealth Strategies
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
126
J.W. Cole Advisors
Florida
$1.91M -$29.5K -623 -2%
GIA
127
GHP Investment Advisors
Colorado
$1.88M -$25.4K -537 -1%
JPMorgan Chase & Co
128
JPMorgan Chase & Co
New York
$1.88M +$270K +5,703 +17%
CW
129
Connectus Wealth
Ohio
$1.86M +$1.86M +39,232 New
SOS
130
Silver Oak Securities
Tennessee
$1.83M +$1.83M +38,680 New
SVCP
131
Silicon Valley Capital Partners
California
$1.81M +$1.59M +33,645 +722%
AWM
132
AE Wealth Management
Kansas
$1.74M +$1.44M +30,394 +477%
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$1.74M -$4.12K -87 -0.2%
DFC
134
DBK Financial Counsel
Ohio
$1.63M +$6.77K +143 +0.4%
GB
135
Gunma Bank
Japan
$1.61M – – –
CAG
136
Crestwood Advisors Group
Massachusetts
$1.59M -$163K -3,446 -9%
AIP
137
Ahrens Investment Partners
Louisiana
$1.55M -$114K -2,418 -7%
CAN
138
Cetera Advisor Networks
California
$1.44M -$1.48M -31,274 -51%
IFWM
139
Institute for Wealth Management
Colorado
$1.43M – – –
HGERS
140
Householder Group Estate & Retirement Specialist
Arizona
$1.43M +$1.43M +30,249 New
SCM
141
Stonehearth Capital Management
Massachusetts
$1.42M -$25.3K -534 -2%
CBC
142
Coombe, Bender & Co
New York
$1.39M +$19.1K +403 +1%
HWA
143
HHM Wealth Advisors
Tennessee
$1.36M – – –
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$1.35M +$600K +12,682 +80%
AWE
145
Avidian Wealth Enterprises
Texas
$1.34M +$305K +6,456 +29%
JWBC
146
J.W. Burns & Co
New York
$1.34M +$45.3K +958 +3%
CAL
147
Capital Advisors Ltd
Ohio
$1.34M +$79.2K +1,674 +6%
HFM
148
Hartford Financial Management
Connecticut
$1.31M +$492K +10,401 +60%
WA
149
Win Advisors
Florida
$1.29M +$1M +21,081 +357%
GEA
150
Glen Eagle Advisors
New Jersey
$1.28M -$275K -5,805 -18%
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6
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