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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

341 hedge funds and large institutions have $2.25B invested in Invesco S&P 500 Quality ETF in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 117 increasing their positions, 98 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+37
Holders Change %
+12.17%
% of All Funds
5.5%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
66
Increased
117
Reduced
98
Closed
21
Calls
$453K
Puts
–
Net Calls
+$453K
Net Calls Change
+$119K

Top Buyers

1
TC
Trilogy Capital
California
$34.5M
2
Wells Fargo
Wells Fargo
California
$42.1M
3
AWS
AJ Wealth Strategies
New York
$11M
4
CPA
Capital Planning Advisors
California
$29.4M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$159M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$27.3M
2
SA
Shilanski & Associates
Alaska
$0
3
AAS
Avantax Advisory Services
Texas
$1.01M
4
CAN
Cetera Advisor Networks
California
$2.72M
5
IAIM
International Assets Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
151
Whittier Trust
California
$933K -$94.6K -2,149 -9%
BWM
152
BCGM Wealth Management
Indiana
$928K – – –
PWM
153
Pinnacle Wealth Management
California
$916K +$916K +20,812 New
IA
154
Insight Advisors
Pennsylvania
$904K +$904K +20,705 New
PCM
155
Parsons Capital Management
Rhode Island
$882K +$50.5K +1,147 +6%
PTC
156
Private Trust Company
Ohio
$830K +$65.8K +1,494 +9%
HCP
157
Holt Capital Partners
Texas
$828K – – –
HAG
158
HF Advisory Group
Maryland
$826K +$826K +18,775 New
BB
159
Bell Bank
North Dakota
$806K – – –
SW
160
SVB Wealth
Massachusetts
$773K -$341K -7,746 -31%
HFM
161
Hartford Financial Management
Connecticut
$764K +$298K +6,770 +64%
Baird Financial Group
162
Baird Financial Group
Wisconsin
$762K -$968 -22 -0.1%
PAS
163
Park Avenue Securities
New York
$756K +$243K +5,521 +47%
CIAS
164
Capital Investment Advisory Services
North Carolina
$751K +$27.5K +624 +4%
Mercer Global Advisors
165
Mercer Global Advisors
Colorado
$746K -$190K -4,310 -20%
IA
166
IFP Advisors
Florida
$742K -$606K -19,853 -45%
EL
167
EMFO LLC
Florida
$733K +$132 +3 +0%
MG
168
Mather Group
Illinois
$716K -$28.4K -645 -4%
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$694K +$193K +4,377 +38%
SWA
170
Stratos Wealth Advisors
Ohio
$693K +$1.63K +37 +0.2%
RPCA
171
Running Point Capital Advisors
California
$682K +$570K +12,953 +509%
BMCM
172
Bryn Mawr Capital Management
Pennsylvania
$676K +$344K +7,808 +103%
KPWS
173
Kestra Private Wealth Services
Texas
$668K +$668K +15,185 New
LA
174
Legacy Advisors
Pennsylvania
$660K – – –
Financial Engines Advisors
175
Financial Engines Advisors
California
$647K – – –
5 6
7
8 9