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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

387 hedge funds and large institutions have $3.96B invested in Invesco S&P 500 Quality ETF in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 144 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+29
Holders Change %
+8.1%
% of All Funds
6.1%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.43%
New
59
Increased
144
Reduced
110
Closed
24
Calls
$247K
Puts
–
Net Calls
+$247K
Net Calls Change
-$482K

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$49M
2
OPS
Orion Portfolio Solutions
Nebraska
+$49M
3
LPL Financial
LPL Financial
California
+$46.7M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$46.5M
5
Morgan Stanley
Morgan Stanley
New York
+$31.6M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$22.3M
2
SL
Savior LLC
Massachusetts
-$10.8M
3
MCC
Money Concepts Capital
Florida
-$10.3M
4
EH
Equitable Holdings
New York
-$8.41M
5
PCMC
Paragon Capital Management (Colorado)
Colorado
-$6.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAGAS
126
Capital Advisory Group Advisory Services
Minnesota
$2.32M +$5.55K +110 +0.2%
RW
127
RVW Wealth
California
$2.26M -$98.1K -1,945 -4%
HNWAG
128
High Net Worth Advisory Group
Florida
$2.22M +$127K +2,520 +6%
CAC
129
Certified Advisory Corp
Florida
$2.21M -$693K -13,729 -24%
WI
130
WrapManager Inc
California
$2.12M -$136K -2,705 -6%
KWM
131
Kingsview Wealth Management
Oregon
$2.12M +$1.49M +29,497 +235%
HI
132
Harbour Investments
Wisconsin
$2.1M +$15.1K +300 +0.7%
HPC
133
HM Payson & Co
Maine
$2.08M -$40K -792 -2%
SVCP
134
Silicon Valley Capital Partners
California
$2.06M +$132K +2,615 +7%
NA
135
NewEdge Advisors
Louisiana
$2.05M +$1.74M +34,551 +576%
CAG
136
Crestwood Advisors Group
Massachusetts
$2.04M +$353K +7,002 +21%
SOS
137
Silver Oak Securities
Tennessee
$1.96M +$7.27K +144 +0.4%
RAM
138
Riggs Asset Management
Pennsylvania
$1.93M +$1.93M +38,169 +93,095%
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$1.85M -$6.91K -137 -0.4%
GIA
140
GHP Investment Advisors
Colorado
$1.8M -$237K -4,640 -12%
DFC
141
DBK Financial Counsel
Ohio
$1.75M +$6.41K +127 +0.4%
JWCA
142
J.W. Cole Advisors
Florida
$1.73M -$298K -5,909 -15%
Qube Research & Technologies (QRT)
143
Qube Research & Technologies (QRT)
United Kingdom
$1.72M +$1.39M +27,516 +421%
HFM
144
Hartford Financial Management
Connecticut
$1.71M +$305K +6,044 +22%
MCWS
145
McKinley Carter Wealth Services
West Virginia
$1.7M -$573K -11,367 -25%
AAS
146
Avantax Advisory Services
Texas
$1.64M +$514K +10,192 +46%
PTC
147
Private Trust Company
Ohio
$1.64M +$628K +12,446 +62%
Two Sigma Investments
148
Two Sigma Investments
New York
$1.62M +$1.62M +32,100 New
SW
149
SlateStone Wealth
Florida
$1.58M +$307K +6,084 +24%
GWM
150
Geneos Wealth Management
Colorado
$1.51M -$528K -10,465 -26%
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