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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

307 hedge funds and large institutions have $2.03B invested in Invesco S&P 500 Quality ETF in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 93 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-7
Holders Change %
-2.23%
% of All Funds
5.19%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
34
Increased
111
Reduced
93
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$148M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$121M
3
Ameriprise
3
Ameriprise
Minnesota
$57.1M
4
LPL Financial
4
LPL Financial
California
$122M
5
SL
5
Savior LLC
Massachusetts
$9.96M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$163M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$25.7M
3
MAM
3
Madison Asset Management
Wisconsin
$38.1M
4
LPT
4
Legacy Private Trust
Wisconsin
$17.2M
5
RBCM
5
Raub Brock Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EL
151
EMFO LLC
Florida
$763K +$84 +2 +0%
BB
152
Bell Bank
North Dakota
$755K +$1.39K +33 +0.2%
Renaissance Technologies
153
Renaissance Technologies
New York
$752K -$134K -3,200 -15%
Baird Financial Group
154
Baird Financial Group
Wisconsin
$752K – – –
SIA
155
Strategic Investment Advisors
Michigan
$724K -$21.8K -520 -3%
WCG
156
Weaver Consulting Group
California
$716K +$195K +4,640 +37%
FT
157
Fiduciary Trust
Massachusetts
$710K +$710K +16,900 New
MG
158
Mather Group
Illinois
$691K +$1.68K +40 +0.2%
DAS
159
Dynamic Advisor Solutions
Arizona
$682K +$85.8K +2,045 +14%
UCFA
160
United Capital Financial Advisors
Texas
$668K -$27.2K -647 -4%
CIAS
161
Capital Investment Advisory Services
North Carolina
$667K +$70.9K +1,688 +12%
PIA
162
Perennial Investment Advisors
California
$665K -$114K -2,717 -15%
Goldman Sachs
163
Goldman Sachs
New York
$644K +$644K +15,336 New
ACK
164
Andrew C. Karlinski
$640K -$2.56K -61 -0.4%
FAT
165
First American Trust
California
$639K -$36.5K -868 -5%
LAM
166
LifePro Asset Management
California
$634K +$21.7K +517 +4%
CWM
167
Collaborative Wealth Management
Florida
$634K +$634K +15,104 New
LA
168
Legacy Advisors
Pennsylvania
$630K – – –
Financial Engines Advisors
169
Financial Engines Advisors
California
$617K – – –
AMCA
170
Arthur M. Cohen & Associates
Illinois
$592K – – –
Northern Trust
171
Northern Trust
Illinois
$577K +$8.48K +202 +1%
PFA
172
Plotkin Financial Advisors
Maryland
$547K -$42.2K -1,005 -7%
KWM
173
Kingsview Wealth Management
Oregon
$528K +$1.64K +39 +0.3%
WWM
174
WJ Wealth Management
Arizona
$519K +$47.8K +1,143 +10%
MCM
175
MAI Capital Management
Ohio
$514K +$22.8K +543 +5%
5 6
7
8 9