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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

314 hedge funds and large institutions have $2.36B invested in Invesco S&P 500 Quality ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 121 increasing their positions, 81 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
4.97%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
46
Increased
121
Reduced
81
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$126M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$98.6M
3
MCM
3
Mainstay Capital Management
Michigan
$98.9M
4
Bank of America
4
Bank of America
North Carolina
$249M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$40.1M

Top Sellers

1
FSA
1
Financial Services Advisory
Maryland
$0
2
Wells Fargo
2
Wells Fargo
California
$26.2M
3
BPWM
3
Badgley Phelps Wealth Managers
Washington
$0
4
GVAG
4
Great Valley Advisor Group
Delaware
$0
5
WA
5
Win Advisors
Florida
$9.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
AE Wealth Management
Kansas
$542K +$327K +6,562 +152%
TPA
177
Trivium Point Advisory
Connecticut
$540K – – –
SA
178
Strategic Advisors
New York
$529K -$12.5K -250 -2%
PWM
179
Pinnacle Wealth Management
California
$526K +$526K +10,543 New
Mariner
180
Mariner
Kansas
$513K -$62.6K -1,255 -11%
AWM
181
Altium Wealth Management
New York
$505K -$11.3K -226 -2%
MWM
182
Mission Wealth Management
California
$505K +$349 +7 +0.1%
NL
183
NWAM LLC
Washington
$503K – – –
LIM
184
Leavell Investment Management
Alabama
$499K – – –
Prudential Financial
185
Prudential Financial
New Jersey
$488K -$218K -4,362 -31%
PFS
186
Prospera Financial Services
Texas
$479K -$289K -5,799 -38%
SWA
187
Stratos Wealth Advisors
Ohio
$453K -$40.1K -804 -8%
LIA
188
LBMC Investment Advisors
Tennessee
$444K – – –
PAS
189
Park Avenue Securities
New York
$444K +$147K +2,948 +49%
BC
190
Barnett & Company
Tennessee
$443K +$92.1K +1,844 +26%
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$432K +$133K +2,618 +44%
LFG
192
Larson Financial Group
Missouri
$425K +$45.5K +912 +12%
ES
193
Eagle Strategies
New York
$415K +$87.8K +1,762 +27%
MF
194
Meridian Financial
Massachusetts
$414K +$37.7K +755 +10%
ACM
195
Armbruster Capital Management
New York
$412K – – –
SHFA
196
SC&H Financial Advisors
Maryland
$404K -$24.8K -496 -6%
VCA
197
Verdence Capital Advisors
Maryland
$404K – – –
FCH
198
Freestone Capital Holdings
Washington
$398K +$398K +7,969 New
AWA
199
Alta Wealth Advisors
Massachusetts
$378K +$8.64K +173 +2%
PA
200
Pinnacle Associates
New York
$371K +$12.7K +255 +4%
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8
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