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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

403 hedge funds and large institutions have $4.07B invested in Invesco S&P 500 Quality ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 161 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+16
Holders Change %
+4.13%
% of All Funds
6.43%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
49
Increased
161
Reduced
112
Closed
28
Calls
$210K
Puts
–
Net Calls
+$210K
Net Calls Change
-$37K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$72.5M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$260M
3
FCAS
First Command Advisory Services
Texas
$692M
4
Corient Private Wealth
Corient Private Wealth
Florida
$61.7M
5
CW
Connectus Wealth
Ohio
$58.4M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$51.6M
2
OPS
Orion Portfolio Solutions
Nebraska
$51.6M
3
MCM
Mainstay Capital Management
Michigan
$48.2M
4
WMR
Wealth Management Resources
Rhode Island
$5.5M
5
RWA
Redhawk Wealth Advisors
Minnesota
$4.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$1.8M -$31.6K -632 -2%
HPC
152
HM Payson & Co
Maine
$1.76M -$302K -6,045 -15%
JWCA
153
J.W. Cole Advisors
Florida
$1.74M +$23.3K +465 +1%
DFC
154
DBK Financial Counsel
Ohio
$1.74M +$6.01K +120 +0.3%
CFGS
155
Concourse Financial Group Securities
Alabama
$1.73M +$1.67M +33,466 +3,202%
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$1.72M -$994K -19,858 -37%
GIA
157
GHP Investment Advisors
Colorado
$1.71M -$70.1K -1,385 -4%
PTC
158
Private Trust Company
Ohio
$1.69M +$66.6K +1,331 +4%
Comerica Bank
159
Comerica Bank
Texas
$1.67M +$1.67M +33,418 New
HFM
160
Hartford Financial Management
Connecticut
$1.66M -$33.3K -665 -2%
MCWS
161
McKinley Carter Wealth Services
West Virginia
$1.65M -$39.6K -791 -2%
MCC
162
Money Concepts Capital
Florida
$1.63M +$1.63M +32,565 New
PIWA
163
Prevail Innovative Wealth Advisors
Kansas
$1.62M -$1.28M -25,509 -44%
Renaissance Technologies
164
Renaissance Technologies
New York
$1.6M +$170K +3,400 +12%
IWM
165
IHT Wealth Management
Illinois
$1.57M +$466K +9,308 +42%
Millennium Management
166
Millennium Management
New York
$1.54M +$1.29M +25,752 +505%
JWBC
167
J.W. Burns & Co
New York
$1.49M +$82.1K +1,641 +6%
IFWM
168
Institute for Wealth Management
Colorado
$1.47M -$7.81K -156 -0.5%
SCM
169
Stonehearth Capital Management
Massachusetts
$1.46M -$150 -3 -0%
HWA
170
HHM Wealth Advisors
Tennessee
$1.44M – – –
KWM
171
Kingsview Wealth Management
Oregon
$1.4M -$706K -14,108 -34%
CBC
172
Coombe, Bender & Co
New York
$1.38M -$84.6K -1,690 -6%
CAL
173
Capital Advisors Ltd
Ohio
$1.37M -$82.4K -1,646 -6%
KeyBank National Association
174
KeyBank National Association
Ohio
$1.36M +$13K +260 +1%
GEA
175
Glen Eagle Advisors
New Jersey
$1.32M -$74.6K -1,491 -5%
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