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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

304 hedge funds and large institutions have $1.92B invested in Invesco S&P 500 Quality ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 100 increasing their positions, 110 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
-3
Holders Change %
-0.98%
% of All Funds
5.26%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
25
Increased
100
Reduced
110
Closed
25
Calls
$334K
Puts
–
Net Calls
+$334K
Net Calls Change
+$334K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$162M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$134M
3
CPA
Capital Planning Advisors
California
$17.9M
4
SA
Shilanski & Associates
Alaska
$15.7M
5
LPL Financial
LPL Financial
California
$131M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$0
2
Bank of America
Bank of America
North Carolina
$132M
3
MAM
Madison Asset Management
Wisconsin
$16M
4
MCM
Mainstay Capital Management
Michigan
$68.1M
5
Ameriprise
Ameriprise
Minnesota
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
176
Brighton Jones LLC
Washington
$485K -$357 -9 -0.1%
CWM
177
CarsonAllaria Wealth Management
Illinois
$474K – – –
CWM
178
Collaborative Wealth Management
Florida
$473K -$128K -3,209 -21%
MCM
179
MAI Capital Management
Ohio
$473K -$13.3K -335 -3%
PAS
180
Park Avenue Securities
New York
$463K +$148K +3,731 +47%
TPA
181
Trivium Point Advisory
Connecticut
$461K – – –
Creative Planning
182
Creative Planning
Kansas
$459K -$5.84K -147 -1%
MAG
183
Mayfair Advisory Group
Alabama
$455K +$24.6K +602 +6%
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$453K -$5.4M -135,909 -92%
KFGK
185
Keystone Financial Group (Kentucky)
Kentucky
$452K – – –
Prudential Financial
186
Prudential Financial
New Jersey
$450K -$14.9K -371 -3%
UCFA
187
United Capital Financial Advisors
Texas
$446K -$186K -4,679 -29%
1WM
188
1900 Wealth Management
Texas
$438K -$7.44K -187 -2%
HFM
189
Hartford Financial Management
Connecticut
$421K +$167K +4,194 +65%
Goldman Sachs
190
Goldman Sachs
New York
$413K -$196K -4,944 -32%
OC
191
Oppenheimer & Co
New York
$412K -$52.7K -1,327 -11%
MWM
192
Mission Wealth Management
California
$405K -$1.87K -47 -0.5%
NL
193
NWAM LLC
Washington
$400K – – –
Mariner
194
Mariner
Kansas
$398K +$398K +10,023 New
LIM
195
Leavell Investment Management
Alabama
$397K – – –
TIM
196
Tortoise Investment Management
New York
$397K +$397K +10,000 New
WA
197
Win Advisors
Florida
$394K +$2.55K +64 +0.7%
BWM
198
Benchmark Wealth Management
Connecticut
$387K +$387K +9,750 New
SA
199
Strategic Advisors
New York
$385K – – –
Citadel Advisors
200
Citadel Advisors
Florida
$384K -$1.39M -34,997 -78%
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8
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