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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

358 hedge funds and large institutions have $3.2B invested in Invesco S&P 500 Quality ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+17
Holders Change %
+4.99%
% of All Funds
5.73%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.38%
New
53
Increased
125
Reduced
102
Closed
30
Calls
$729K
Puts
–
Net Calls
+$729K
Net Calls Change
+$276K

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$608M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$99.8M
3
PI
3
PFS Investments
Georgia
$63.4M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$50.1M
5
LPL Financial
5
LPL Financial
California
$194M

Top Sellers

1
MFG
1
Merit Financial Group
Georgia
$5.85M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$3.13M
3
CPA
3
Capital Planning Advisors
California
$17.2M
4
AWS
4
AJ Wealth Strategies
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
151
KeyBank National Association
Ohio
$1.2M +$151K +3,189 +14%
AssetMark Inc
152
AssetMark Inc
California
$1.19M -$147K -3,100 -11%
SW
153
SlateStone Wealth
Florida
$1.19M -$367K -7,755 -24%
FA
154
Fiduciary Alliance
South Carolina
$1.15M +$20.1K +424 +2%
FEM
155
Fulcrum Equity Management
Texas
$1.14M +$1.14M +24,089 New
SFPG
156
Stonebridge Financial Planning Group
Florida
$1.13M -$41.2K -870 -4%
DAS
157
Dynamic Advisor Solutions
Arizona
$1.11M +$11.5K +243 +1%
WCG
158
Weaver Consulting Group
California
$1.1M -$151K -3,195 -12%
AAS
159
Avantax Advisory Services
Texas
$1.06M -$24.8K -525 -2%
PCM
160
Parsons Capital Management
Rhode Island
$1.02M +$69.1K +1,460 +7%
SAG
161
SageView Advisory Group
California
$1.01M -$190K -4,018 -16%
KA
162
Kovack Advisors
Florida
$1.01M -$719K -15,192 -42%
FFA
163
Fragasso Financial Advisors
Pennsylvania
$1M -$714K -15,097 -42%
WT
164
Whittier Trust
California
$1M – – –
CF
165
Centaurus Financial
California
$994K +$994K +21,000 New
PTC
166
Private Trust Company
Ohio
$949K +$56.6K +1,197 +6%
GFG
167
Goldstone Financial Group
Illinois
$919K +$919K +19,431 New
HAG
168
HF Advisory Group
Maryland
$915K +$26.6K +562 +3%
CAAS
169
Capital Asset Advisory Services
Michigan
$910K -$136K -2,867 -13%
HCP
170
Holt Capital Partners
Texas
$890K – – –
PAS
171
Park Avenue Securities
New York
$890K +$76.8K +1,623 +9%
GM
172
GeoWealth Management
Illinois
$887K +$620K +13,111 +233%
IA
173
Insight Advisors
Pennsylvania
$868K -$112K -2,361 -11%
BB
174
Bell Bank
North Dakota
$867K – – –
CAS
175
Coppell Advisory Solutions
Texas
$867K +$867K +18,512 New
5 6
7
8 9