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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

358 hedge funds and large institutions have $3.2B invested in Invesco S&P 500 Quality ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+17
Holders Change %
+4.99%
% of All Funds
5.73%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.38%
New
53
Increased
125
Reduced
102
Closed
30
Calls
$729K
Puts
–
Net Calls
+$729K
Net Calls Change
+$276K

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$608M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$99.8M
3
PI
3
PFS Investments
Georgia
$63.4M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$50.1M
5
LPL Financial
5
LPL Financial
California
$194M

Top Sellers

1
MFG
1
Merit Financial Group
Georgia
$5.85M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$3.13M
3
CPA
3
Capital Planning Advisors
California
$17.2M
4
AWS
4
AJ Wealth Strategies
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
CASC
176
Coppell Advisory Solutions Corp
Texas
$867K +$867K +18,512 New
CIAS
177
Capital Investment Advisory Services
North Carolina
$840K +$32.7K +690 +4%
KIA
178
KLR Investment Advisors
Rhode Island
$832K -$6.43M -135,856 -89%
SW
179
SVB Wealth
Massachusetts
$831K – – –
Baird Financial Group
180
Baird Financial Group
Wisconsin
$819K – – –
EL
181
EMFO LLC
Florida
$789K +$95 +2 +0%
YIH
182
Y-Intercept (HK)
Hong Kong
$782K +$782K +16,529 New
CWP
183
Concord Wealth Partners
Virginia
$761K +$761K +16,086 New
PIA
184
Perennial Investment Advisors
California
$760K +$93.6K +1,978 +14%
SWA
185
Stratos Wealth Advisors
Ohio
$737K -$8.38K -177 -1%
BMCM
186
Bryn Mawr Capital Management
Pennsylvania
$727K – – –
KPWS
187
Kestra Private Wealth Services
Texas
$719K +$946 +20 +0.1%
Marshall Wace
188
Marshall Wace
United Kingdom
$710K +$710K +15,001 New
LA
189
Legacy Advisors
Pennsylvania
$710K – – –
FAT
190
First American Trust
California
$700K +$6.86K +145 +1%
RPCA
191
Running Point Capital Advisors
California
$699K -$34.3K -725 -5%
Financial Engines Advisors
192
Financial Engines Advisors
California
$697K +$1.85K +39 +0.3%
CGA
193
Crescent Grove Advisors
Illinois
$676K – – –
AMCA
194
Arthur M. Cohen & Associates
Illinois
$667K – – –
Northern Trust
195
Northern Trust
Illinois
$650K -$8.8K -186 -1%
MG
196
Mather Group
Illinois
$648K -$122K -2,573 -16%
IWM
197
Iams Wealth Management
Nebraska
$632K +$632K +13,497 New
LAM
198
LifePro Asset Management
California
$615K – – –
CWM
199
Collaborative Wealth Management
Florida
$599K -$8.09K -171 -1%
KWM
200
Kingsview Wealth Management
Oregon
$594K +$10.9K +230 +2%
6 7
8
9 10