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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

304 hedge funds and large institutions have $1.92B invested in Invesco S&P 500 Quality ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 100 increasing their positions, 110 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
-3
Holders Change %
-0.98%
% of All Funds
5.26%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
25
Increased
100
Reduced
110
Closed
25
Calls
$334K
Puts
–
Net Calls
+$334K
Net Calls Change
+$334K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$162M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$134M
3
CPA
Capital Planning Advisors
California
$17.9M
4
SA
Shilanski & Associates
Alaska
$15.7M
5
LPL Financial
LPL Financial
California
$131M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$0
2
Bank of America
Bank of America
North Carolina
$132M
3
MAM
Madison Asset Management
Wisconsin
$16M
4
MCM
Mainstay Capital Management
Michigan
$68.1M
5
Ameriprise
Ameriprise
Minnesota
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
151
Parsons Capital Management
Rhode Island
$751K -$3.46K -87 -0.5%
HCP
152
Holt Capital Partners
Texas
$748K – – –
BB
153
Bell Bank
North Dakota
$728K +$13.4K +336 +2%
Qube Research & Technologies (QRT)
154
Qube Research & Technologies (QRT)
United Kingdom
$707K -$2.7M -67,988 -79%
PTC
155
Private Trust Company
Ohio
$690K +$663K +16,676 +2,434%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$689K -$23K -578 -3%
MG
157
Mather Group
Illinois
$672K +$18.6K +469 +3%
EL
158
EMFO LLC
Florida
$662K -$59.4K -1,495 -8%
CIAS
159
Capital Investment Advisory Services
North Carolina
$653K +$22.3K +561 +4%
SWA
160
Stratos Wealth Advisors
Ohio
$625K +$264K +6,633 +73%
FAT
161
First American Trust
California
$600K -$4.17K -105 -0.7%
PIA
162
Perennial Investment Advisors
California
$596K -$33K -831 -5%
LA
163
Legacy Advisors
Pennsylvania
$596K – – –
Financial Engines Advisors
164
Financial Engines Advisors
California
$584K – – –
CGA
165
Crescent Grove Advisors
Illinois
$568K +$568K +14,295 New
WCG
166
Weaver Consulting Group
California
$565K -$113K -2,847 -17%
AMCA
167
Arthur M. Cohen & Associates
Illinois
$560K – – –
ACK
168
Andrew C. Karlinski
$559K -$46.9K -1,180 -8%
LAM
169
LifePro Asset Management
California
$557K -$42.3K -1,064 -7%
SIA
170
Strategic Investment Advisors
Michigan
$548K -$137K -3,456 -20%
Northern Trust
171
Northern Trust
Illinois
$546K – – –
IDA
172
Intelligence Driven Advisers
California
$505K +$505K +12,041 New
PFA
173
Plotkin Financial Advisors
Maryland
$502K -$15.1K -380 -3%
KWM
174
Kingsview Wealth Management
Oregon
$499K – – –
WWM
175
WJ Wealth Management
Arizona
$494K – – –
5 6
7
8 9