SPHQ icon

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

Top Sellers

1
MFG
Merit Financial Group
Georgia
$5.85M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$3.13M
3
CPA
Capital Planning Advisors
California
$17.2M
4
AWS
AJ Wealth Strategies
New York
$0
5
Bank of America
Bank of America
North Carolina
$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAG
201
Mayfair Advisory Group
Alabama
$588K +$71.6K +1,499 +14%
IC
202
IEQ Capital
California
$587K +$587K +12,400 New
CWM
203
CarsonAllaria Wealth Management
Illinois
$564K – – –
MCM
204
MAI Capital Management
Ohio
$538K +$12.8K +271 +2%
SIA
205
Strategic Investment Advisors
Michigan
$537K -$61.9K -1,308 -10%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$534K -$269K -5,681 -33%
TPA
207
Trivium Point Advisory
Connecticut
$521K – – –
KTC
208
Kistler-Tiffany Companies
Pennsylvania
$513K -$31K -655 -6%
ASN
209
Advisory Services Network
Georgia
$510K +$19.8K +419 +4%
IRC
210
Investors Research Corp
Georgia
$508K +$17.8K +376 +4%
OC
211
Oppenheimer & Co
New York
$503K +$17.6K +371 +4%
OW
212
Olistico Wealth
Oklahoma
$502K +$58.1K +1,227 +13%
PFA
213
Plotkin Financial Advisors
Maryland
$494K -$40.3K -852 -8%
MWM
214
Mission Wealth Management
California
$486K -$19.4K -410 -4%
NL
215
NWAM LLC
Washington
$477K – – –
LIM
216
Leavell Investment Management
Alabama
$473K – – –
Creative Planning
217
Creative Planning
Kansas
$467K +$51.9K +1,097 +13%
SPC
218
Sigma Planning Corp
Michigan
$461K +$58.3K +1,233 +14%
MF
219
Meridian Financial
Massachusetts
$448K +$19.4K +410 +5%
SA
220
Strategic Advisors
New York
$446K – – –
DADC
221
D.A. Davidson & Co
Montana
$428K +$104K +2,208 +32%
PFGIA
222
Patriot Financial Group Insurance Agency
Massachusetts
$425K +$7.43K +157 +2%
IWM
223
IHT Wealth Management
Illinois
$423K +$423K +8,943 New
GT
224
Glenview Trust
Kentucky
$419K +$419K +8,863 New
Thrivent Financial for Lutherans
225
Thrivent Financial for Lutherans
Minnesota
$417K +$417K +8,817 New
7 8
9
10 11