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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 %
CBC
176
Coombe, Bender & Co
New York
$1.47M -$24.6K -454 -2%
Jane Street
177
Jane Street
New York
$1.45M -$1.45M -26,904 -50%
CIA
178
Concurrent Investment Advisors
Florida
$1.44M +$1.44M +26,595 New
WAP
179
Wealthcare Advisory Partners
Pennsylvania
$1.44M -$511K -9,441 -26%
MCWS
180
McKinley Carter Wealth Services
West Virginia
$1.43M -$345K -6,375 -19%
CAL
181
Capital Advisors Ltd
Ohio
$1.41M -$62.8K -1,161 -4%
WCG
182
Weaver Consulting Group
California
$1.4M -$3.08K -57 -0.2%
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$1.37M -$483K -8,928 -26%
SI
184
Saxon Interests
Texas
$1.35M +$1.35M +25,030 New
SW
185
SteelPeak Wealth
California
$1.35M +$1.35M +25,017 New
KWM
186
Kingsview Wealth Management
Oregon
$1.3M -$210K -3,890 -14%
SW
187
SlateStone Wealth
Florida
$1.24M -$19K -351 -2%
FA
188
Fiduciary Alliance
South Carolina
$1.23M -$17K -314 -1%
PCM
189
Parsons Capital Management
Rhode Island
$1.22M +$9.68K +179 +0.8%
BB
190
Bell Bank
North Dakota
$1.22M +$197K +3,649 +19%
HGERS
191
Householder Group Estate & Retirement Specialist
Arizona
$1.21M -$28.9K -534 -2%
WWM
192
WT Wealth Management
Arizona
$1.19M +$304K +5,620 +34%
Prudential Financial
193
Prudential Financial
New Jersey
$1.19M +$823K +15,218 +227%
Millennium Management
194
Millennium Management
New York
$1.17M -$497K -9,196 -30%
MAG
195
Mayfair Advisory Group
Alabama
$1.16M +$126K +2,343 +12%
GEA
196
Glen Eagle Advisors
New Jersey
$1.08M -$340K -6,291 -24%
BMCM
197
Burns Matteson Capital Management
New York
$1.08M +$412K +7,617 +62%
KA
198
Kovack Advisors
Florida
$1.06M -$35.2K -650 -3%
LCM
199
Lunt Capital Management
Utah
$1.05M +$1.05M +19,498 New
SCM
200
Sage Capital Management
New Jersey
$1.05M +$1.05M +19,477 New
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8
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