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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

314 hedge funds and large institutions have $2.36B invested in Invesco S&P 500 Quality ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 121 increasing their positions, 81 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
4.97%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
46
Increased
121
Reduced
81
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$126M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$98.6M
3
MCM
3
Mainstay Capital Management
Michigan
$98.9M
4
Bank of America
4
Bank of America
North Carolina
$249M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$40.1M

Top Sellers

1
FSA
1
Financial Services Advisory
Maryland
$0
2
Wells Fargo
2
Wells Fargo
California
$26.2M
3
BPWM
3
Badgley Phelps Wealth Managers
Washington
$0
4
GVAG
4
Great Valley Advisor Group
Delaware
$0
5
WA
5
Win Advisors
Florida
$9.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAT
151
First American Trust
California
$803K -$155K -3,098 -16%
MAG
152
Mayfair Advisory Group
Alabama
$791K +$791K +15,823 New
PCM
153
Parsons Capital Management
Rhode Island
$785K +$76.2K +1,526 +11%
ACK
154
Andrew C. Karlinski
$764K -$18.1K -363 -2%
LA
155
Legacy Advisors
Pennsylvania
$749K +$749K +15,000 New
VR
156
Viridian RIA
Washington
$734K -$782K -14,700 Closed
Financial Engines Advisors
157
Financial Engines Advisors
California
$734K +$734K +14,700 New
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$732K +$268K +5,367 +58%
LAM
159
LifePro Asset Management
California
$727K +$108K +2,156 +17%
DAS
160
Dynamic Advisor Solutions
Arizona
$709K -$2.75K -55 -0.4%
CIAS
161
Capital Investment Advisory Services
North Carolina
$708K -$698K -13,996 -50%
AMCA
162
Arthur M. Cohen & Associates
Illinois
$703K – – –
PFA
163
Plotkin Financial Advisors
Maryland
$700K +$700K +14,024 New
Northern Trust
164
Northern Trust
Illinois
$676K – – –
BWM
165
BCGM Wealth Management
Indiana
$660K – – –
KWM
166
Kingsview Wealth Management
Oregon
$625K -$299 -6 -0%
1WM
167
1900 Wealth Management
Texas
$621K -$400K -8,014 -39%
WCG
168
Weaver Consulting Group
California
$620K +$429K +8,593 +225%
CWM
169
CarsonAllaria Wealth Management
Illinois
$595K – – –
BJL
170
Brighton Jones LLC
Washington
$585K +$1.95K +39 +0.3%
MCM
171
MAI Capital Management
Ohio
$584K +$5.09K +102 +0.9%
MCC
172
Money Concepts Capital
Florida
$580K +$450K +9,005 +345%
KFGK
173
Keystone Financial Group (Kentucky)
Kentucky
$566K -$20.1K -403 -3%
Creative Planning
174
Creative Planning
Kansas
$565K +$28.8K +577 +5%
WWM
175
WJ Wealth Management
Arizona
$562K -$5.85M -117,268 -91%
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7
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