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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

403 hedge funds and large institutions have $4.07B invested in Invesco S&P 500 Quality ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 161 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+16
Holders Change %
+4.13%
% of All Funds
6.43%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
49
Increased
161
Reduced
112
Closed
28
Calls
$210K
Puts
–
Net Calls
+$210K
Net Calls Change
-$37K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$72.5M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$260M
3
FCAS
First Command Advisory Services
Texas
$692M
4
Corient Private Wealth
Corient Private Wealth
Florida
$61.7M
5
CW
Connectus Wealth
Ohio
$58.4M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$51.6M
2
OPS
Orion Portfolio Solutions
Nebraska
$51.6M
3
MCM
Mainstay Capital Management
Michigan
$48.2M
4
WMR
Wealth Management Resources
Rhode Island
$5.5M
5
RWA
Redhawk Wealth Advisors
Minnesota
$4.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
126
Western Wealth Management
Colorado
$2.77M +$5.15K +103 +0.2%
PA
127
Parallel Advisors
California
$2.75M +$125K +2,504 +5%
NAM
128
NorthCrest Asset Manangement
Minnesota
$2.7M +$2.7M +53,889 New
Jane Street
129
Jane Street
New York
$2.69M +$2.69M +53,659 New
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$2.63M +$216K +4,308 +9%
IDA
131
Intelligence Driven Advisers
California
$2.62M -$82.2K -1,656 -3%
ACI
132
Alpha Cubed Investments
California
$2.6M +$261K +5,208 +11%
LI
133
LMCG Investments
Massachusetts
$2.58M -$24.4K -488 -0.9%
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$2.4M +$1.28M +25,655 +115%
GCP
135
GSA Capital Partners
United Kingdom
$2.36M +$2.36M +47,200 New
LWM
136
Lionsbridge Wealth Management
Florida
$2.31M -$25.3K -506 -1%
CAGAS
137
Capital Advisory Group Advisory Services
Minnesota
$2.29M -$4.8K -96 -0.2%
HNWAG
138
High Net Worth Advisory Group
Florida
$2.26M +$61.1K +1,220 +3%
HI
139
Harbour Investments
Wisconsin
$2.26M +$175K +3,505 +8%
CAC
140
Certified Advisory Corp
Florida
$2.23M +$37.8K +755 +2%
RW
141
RVW Wealth
California
$2.15M -$100K -2,006 -4%
WI
142
WrapManager Inc
California
$2.04M -$61.3K -1,224 -3%
CAG
143
Crestwood Advisors Group
Massachusetts
$2.03M -$651 -13 -0%
CAN
144
Cetera Advisor Networks
California
$2M +$648K +12,959 +48%
SVCP
145
Silicon Valley Capital Partners
California
$1.99M -$54.5K -1,090 -3%
AAS
146
Avantax Advisory Services
Texas
$1.99M +$361K +7,206 +22%
NA
147
NewEdge Advisors
Louisiana
$1.99M -$43.4K -868 -2%
GS
148
GTS Securities
New York
$1.97M +$1.97M +39,449 New
SOS
149
Silver Oak Securities
Tennessee
$1.96M +$14.3K +286 +0.7%
RAM
150
Riggs Asset Management
Pennsylvania
$1.92M +$11.9K +238 +0.6%
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