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.

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
1
Wealth Enhancement Advisory Services
Minnesota
$80.2M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$34.4M
3
LPL Financial
3
LPL Financial
California
$139M
4
WA
4
Win Advisors
Florida
$20.4M
5
GVAG
5
Great Valley Advisor Group
Delaware
$10M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$48.7M
2
QA
2
Quantitative Advantage
Minnesota
$0
3
AIA
3
Angeles Investment Advisors
California
$0
4
Franklin Resources
4
Franklin Resources
California
$133K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$104M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$223M 4,181,592 +166,432 +4%
LPL Financial
2
LPL Financial
California
$139M 2,606,656 +401,759 +18%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$104M 1,949,143 -54,985 -3%
SWA
4
SFMG Wealth Advisors
Texas
$86.8M 1,632,111 +40,315 +3%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$80.2M 1,565,159 +1,565,159 New
MAM
6
Madison Asset Management
Wisconsin
$77.8M 1,462,840 +137,344 +10%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$69.9M 1,314,232 +53,948 +4%
Morgan Stanley
8
Morgan Stanley
New York
$61.7M 1,160,454 +45,772 +4%
PCMC
9
Paragon Capital Management (Colorado)
Colorado
$61.5M 1,155,152 -10,106 -0.9%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$56.1M 1,055,203 +33,385 +3%
Ameriprise
11
Ameriprise
Minnesota
$52.5M 984,783 +118,524 +14%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$52.2M 981,190 -19,283 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$52.2M 980,771 +134,624 +16%
Wells Fargo
14
Wells Fargo
California
$48.7M 915,776 -441,264 -33%
EK
15
Evensky & Katz
Florida
$43.4M 815,325 -1,833 -0.2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$39.6M 743,642 +67,222 +10%
Allspring Global Investments
17
Allspring Global Investments
North Carolina
$34.4M 645,569 +645,569 New
LPT
18
Legacy Private Trust
Wisconsin
$33.4M 627,245 -12,370 -2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$32.7M 614,770 +23,878 +4%
EH
20
Equitable Holdings
New York
$31.1M 583,609 +91,495 +19%
FSA
21
Financial Services Advisory
Maryland
$27.8M 561,406 +26,369 +5%
UBS Group
22
UBS Group
Switzerland
$22M 413,554 -40,948 -9%
CA
23
Cetera Advisors
Colorado
$22M 413,135 +2,538 +0.6%
WA
24
Win Advisors
Florida
$20.4M 384,123 +384,123 New
BI
25
Ballast Inc
Kentucky
$19.9M 373,476 -19,358 -5%
1
2 3 4 5