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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 %
PPP
201
Private Portfolio Partners
New Jersey
$365K +$9.53K +191 +3%
Mercer Global Advisors
202
Mercer Global Advisors
Colorado
$363K -$335K -6,710 -48%
WCM
203
WealthBridge Capital Management
Ohio
$347K +$250 +5 +0.1%
PFGIA
204
Patriot Financial Group Insurance Agency
Massachusetts
$346K +$33.8K +676 +11%
CWG
205
Crown Wealth Group
North Carolina
$344K +$344K +6,895 New
DADC
206
D.A. Davidson & Co
Montana
$342K +$25.9K +519 +8%
WPW
207
Warther Private Wealth
Ohio
$335K +$335K +6,702 New
HBW
208
Hazlett, Burt & Watson
West Virginia
$332K +$332K +6,661 New
CCA
209
Clearwater Capital Advisors
Illinois
$326K -$100 -2 -0%
ASN
210
Advisory Services Network
Georgia
$322K – – –
SL
211
Salomon & Ludwin
Virginia
$312K +$32.9K +660 +12%
AAMA
212
Advanced Asset Management Advisors
Ohio
$309K +$5.14K +103 +2%
PWM
213
Perigon Wealth Management
California
$299K – – –
BF
214
BOK Financial
Oklahoma
$292K – – –
CAM
215
Cresset Asset Management
Illinois
$290K – – –
SAM
216
Silvercrest Asset Management
New York
$284K +$799 +16 +0.3%
IRC
217
Investors Research Corp
Georgia
$279K +$78.5K +1,575 +39%
CIBC Private Wealth Group
218
CIBC Private Wealth Group
Georgia
$278K – – –
BFO
219
Biltmore Family Office
North Carolina
$275K – – –
MWM
220
Maltin Wealth Management
New Jersey
$275K – – –
CW
221
CreativeOne Wealth
Kansas
$272K +$33K +660 +14%
LWMG
222
Levy Wealth Management Group
Pennsylvania
$271K +$549 +11 +0.2%
Bank of New York Mellon
223
Bank of New York Mellon
New York
$271K +$30.5K +610 +13%
BC
224
Burney Company
Virginia
$267K – – –
CG
225
CFO4Life Group
Texas
$266K – – –
7 8
9
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