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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

387 hedge funds and large institutions have $3.96B invested in Invesco S&P 500 Quality ETF in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 144 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+29
Holders Change %
+8.1%
% of All Funds
6.1%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.43%
New
59
Increased
144
Reduced
110
Closed
24
Calls
$247K
Puts
–
Net Calls
+$247K
Net Calls Change
-$482K

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
$102M
2
OPS
Orion Portfolio Solutions
Nebraska
$102M
3
LPL Financial
LPL Financial
California
$254M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$153M
5
Morgan Stanley
Morgan Stanley
New York
$109M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$10.2M
2
SL
Savior LLC
Massachusetts
$803K
3
MCC
Money Concepts Capital
Florida
$0
4
EH
Equitable Holdings
New York
$33.8M
5
PCMC
Paragon Capital Management (Colorado)
Colorado
$44.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
151
Institute for Wealth Management
Colorado
$1.49M -$40.4K -800 -3%
CBC
152
Coombe, Bender & Co
New York
$1.48M -$7.52K -149 -0.5%
SCM
153
Stonehearth Capital Management
Massachusetts
$1.47M -$40.9K -811 -3%
CAL
154
Capital Advisors Ltd
Ohio
$1.46M +$32.4K +643 +2%
HWA
155
HHM Wealth Advisors
Tennessee
$1.45M – – –
Renaissance Technologies
156
Renaissance Technologies
New York
$1.44M +$1.44M +28,500 New
SI
157
Saxon Interests
Texas
$1.42M +$1.42M +28,197 New
JWBC
158
J.W. Burns & Co
New York
$1.42M -$8.58K -170 -0.6%
GEA
159
Glen Eagle Advisors
New Jersey
$1.4M +$42.8K +849 +3%
AWM
160
Apollon Wealth Management
South Carolina
$1.4M +$1.4M +27,690 New
CAN
161
Cetera Advisor Networks
California
$1.36M -$181K -3,581 -12%
KeyBank National Association
162
KeyBank National Association
Ohio
$1.36M +$80K +1,585 +6%
AWE
163
Avidian Wealth Enterprises
Texas
$1.35M -$75.6K -1,498 -5%
WCG
164
Weaver Consulting Group
California
$1.26M +$86.9K +1,722 +7%
DAS
165
Dynamic Advisor Solutions
Arizona
$1.15M -$33.2K -659 -3%
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$1.13M -$308K -6,105 -21%
PCM
167
Parsons Capital Management
Rhode Island
$1.12M +$39.1K +775 +4%
IWM
168
IHT Wealth Management
Illinois
$1.11M +$663K +13,150 +147%
FA
169
Fiduciary Alliance
South Carolina
$1.1M -$125K -2,477 -10%
CWP
170
Concord Wealth Partners
Virginia
$1.09M +$281K +5,573 +35%
KA
171
Kovack Advisors
Florida
$1.04M -$34.3K -680 -3%
Baird Financial Group
172
Baird Financial Group
Wisconsin
$988K +$115K +2,278 +13%
SAG
173
SageView Advisory Group
California
$984K -$91.5K -1,813 -9%
HAG
174
HF Advisory Group
Maryland
$974K -$1.67K -33 -0.2%
CAAS
175
Capital Asset Advisory Services
Michigan
$967K -$12.2K -240 -1%
5 6
7
8 9