SPHQ icon

Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

312 hedge funds and large institutions have $2.05B invested in Invesco S&P 500 Quality ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+55
Holders Change %
+21.4%
% of All Funds
4.82%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.23%
New
73
Increased
113
Reduced
69
Closed
14
Calls
$490K
Puts
–
Net Calls
+$490K
Net Calls Change
+$53K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$80.2M
2
LPL Financial
LPL Financial
California
$139M
3
GVAG
Great Valley Advisor Group
Delaware
$10M
4
MCM
Mainstay Capital Management
Michigan
$9.55M
5
AIP
Almanack Investment Partners
Pennsylvania
$9.38M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$48.7M
2
QA
Quantitative Advantage
Minnesota
$0
3
AIA
Angeles Investment Advisors
California
$0
4
Franklin Resources
Franklin Resources
California
$133K
5
Fidelity Investments
Fidelity Investments
Massachusetts
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
201
Park Avenue Securities
New York
$317K +$13.8K +259 +5%
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$315K -$45.6K -853 -13%
BF
203
BOK Financial
Oklahoma
$311K – – –
SF
204
Symphony Financial
Texas
$309K +$309K +5,782 New
CAM
205
Cresset Asset Management
Illinois
$309K +$309K +5,810 New
SAM
206
Silvercrest Asset Management
New York
$302K +$1.23K +23 +0.4%
SL
207
Salomon & Ludwin
Virginia
$298K -$27K -506 -8%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$296K – – –
MWM
209
Maltin Wealth Management
New Jersey
$293K – – –
BFO
210
Biltmore Family Office
North Carolina
$293K +$266K +5,000 +1,000%
NL
211
NVWM LLC
Pennsylvania
$291K – – –
LWMG
212
Levy Wealth Management Group
Pennsylvania
$288K +$22.9K +430 +9%
EWA
213
Exencial Wealth Advisors
Oklahoma
$288K +$288K +5,420 New
BC
214
Burney Company
Virginia
$284K – – –
CG
215
CFO4Life Group
Texas
$283K – – –
GGS
216
Galvin Gaustad & Stein
Arizona
$281K +$213 +4 +0.1%
TF
217
TRH Financial
Iowa
$279K +$279K +5,239 New
WWM
218
Windsor Wealth Management
Indiana
$272K -$10.3K -191 -4%
CIR
219
Clear Investment Research
Georgia
$266K +$24.2K +455 +10%
VC
220
Vestor Capital
Illinois
$265K – – –
SMG
221
Smart Money Group
Texas
$262K +$744 +14 +0.3%
BAM
222
Belpointe Asset Management
Nevada
$260K +$25.5K +479 +11%
PFO
223
Pathstone Family Office
New Jersey
$259K – – –
Bank of New York Mellon
224
Bank of New York Mellon
New York
$256K +$31.6K +594 +14%
CW
225
CreativeOne Wealth
Kansas
$255K +$107 +2 +0%
7 8
9
10 11