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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

441 hedge funds and large institutions have $4.86B invested in Invesco S&P 500 Quality ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 168 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+38
Holders Change %
+9.43%
% of All Funds
6.47%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.43%
New
72
Increased
168
Reduced
132
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$291M
2
LPL Financial
2
LPL Financial
California
$356M
3
UBS Group
3
UBS Group
Switzerland
$68.9M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$313M
5
Wells Fargo
5
Wells Fargo
California
$116M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$7.92M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$7.92M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$85.1M
4
WA
4
Win Advisors
Florida
$0
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
151
Crestwood Advisors Group
Massachusetts
$2.18M -$6.33K -117 -0.3%
SVCP
152
Silicon Valley Capital Partners
California
$2.14M -$16.9K -313 -0.8%
RAM
153
Riggs Asset Management
Pennsylvania
$2.13M +$50.3K +930 +2%
KeyBank National Association
154
KeyBank National Association
Ohio
$2.13M +$658K +12,169 +45%
EFL
155
ERn Financial LLC
Wisconsin
$2.11M +$2.11M +38,585 New
HFM
156
Hartford Financial Management
Connecticut
$2.08M +$288K +5,319 +16%
WI
157
WrapManager Inc
California
$2.06M -$144K -2,656 -7%
CFGS
158
Concourse Financial Group Securities
Alabama
$1.98M +$113K +2,096 +6%
JWCA
159
J.W. Cole Advisors
Florida
$1.98M +$94K +1,739 +5%
RWA
160
Redhawk Wealth Advisors
Minnesota
$1.94M -$3.05M -56,408 -61%
HP
161
Holistic Planning
Texas
$1.93M +$1.93M +35,706 New
DFC
162
DBK Financial Counsel
Ohio
$1.89M +$6.54K +121 +0.3%
IWM
163
IHT Wealth Management
Illinois
$1.84M +$147K +2,711 +9%
MCC
164
Money Concepts Capital
Florida
$1.81M +$53.4K +988 +3%
GIA
165
GHP Investment Advisors
Colorado
$1.81M -$15.7K -290 -0.9%
PIWA
166
Prevail Innovative Wealth Advisors
Kansas
$1.8M +$58.1K +1,075 +3%
BDAM
167
Blue Door Asset Management
Connecticut
$1.8M +$1.8M +33,250 New
JWBC
168
J.W. Burns & Co
New York
$1.78M +$171K +3,154 +11%
GWM
169
Geneos Wealth Management
Colorado
$1.58M +$203K +3,757 +15%
IFWM
170
Institute for Wealth Management
Colorado
$1.55M -$34.6K -640 -2%
HWA
171
HHM Wealth Advisors
Tennessee
$1.54M -$20.3K -375 -1%
SCM
172
Stonehearth Capital Management
Massachusetts
$1.51M -$64.5K -1,192 -4%
IDA
173
Intelligence Driven Advisers
California
$1.51M -$1.43M -25,682 -49%
DAS
174
Dynamic Advisor Solutions
Arizona
$1.48M +$199K +3,739 +16%
HPC
175
HM Payson & Co
Maine
$1.48M -$429K -7,930 -23%
5 6
7
8 9