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

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$0
2
Bank of America
2
Bank of America
North Carolina
$132M
3
MAM
3
Madison Asset Management
Wisconsin
$16M
4
MCM
4
Mainstay Capital Management
Michigan
$68.1M
5
Ameriprise
5
Ameriprise
Minnesota
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
201
Investors Research Corp
Georgia
$363K +$68.9K +1,735 +23%
LFG
202
Larson Financial Group
Missouri
$356K -$7.07K -178 -2%
LIA
203
LBMC Investment Advisors
Tennessee
$354K – – –
MF
204
Meridian Financial
Massachusetts
$345K +$15.3K +385 +5%
FCH
205
Freestone Capital Holdings
Washington
$331K – – –
VCA
206
Verdence Capital Advisors
Maryland
$322K – – –
WCM
207
WealthBridge Capital Management
Ohio
$313K – – –
IFPG
208
Intrepid Financial Planning Group
Indiana
$311K -$3.06K -77 -1%
NL
209
NVWM LLC
Pennsylvania
$309K – – –
PFGIA
210
Patriot Financial Group Insurance Agency
Massachusetts
$309K +$32.3K +815 +12%
AWA
211
Alta Wealth Advisors
Massachusetts
$305K – – –
BMCM
212
Bryn Mawr Capital Management
Pennsylvania
$300K +$300K +7,555 New
5L
213
55I LLC
Massachusetts
$290K +$290K +7,304 New
VFA
214
Valeo Financial Advisors
Indiana
$289K +$30.2K +760 +12%
FG
215
Foster Group
Iowa
$278K +$278K +7,003 New
PPP
216
Private Portfolio Partners
New Jersey
$276K -$11.9K -300 -4%
APWA
217
Atlas Private Wealth Advisors
New Jersey
$273K -$62.1K -1,562 -19%
BOM
218
Bank of Marin
California
$271K +$271K +6,825 New
NCM
219
Northwest Capital Management
Oregon
$265K +$265K +6,674 New
CCA
220
Clearwater Capital Advisors
Illinois
$260K – – –
SPC
221
Sigma Planning Corp
Michigan
$258K -$1.15M -28,968 -82%
ASN
222
Advisory Services Network
Georgia
$257K – – –
CWG
223
Crown Wealth Group
North Carolina
$251K -$22.6K -570 -8%
SL
224
Salomon & Ludwin
Virginia
$245K – – –
DADC
225
D.A. Davidson & Co
Montana
$240K +$9.62K +242 +4%
7 8
9
10 11