SPHQ icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$249M 4,990,518 +808,926 +19%
LPL Financial
2
LPL Financial
California
$135M 2,695,448 +88,792 +3%
MFG
3
Merit Financial Group
Georgia
$126M 2,534,446 +2,534,446 New
Fidelity Investments
4
Fidelity Investments
Massachusetts
$117M 2,342,690 +393,547 +20%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$108M 2,140,789 +575,630 +37%
MCM
6
Mainstay Capital Management
Michigan
$98.9M 1,980,665 +1,801,204 +1,004%
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$98.6M 1,975,029 +1,975,029 New
SWA
8
SFMG Wealth Advisors
Texas
$82.7M 1,657,616 +25,505 +2%
MAM
9
Madison Asset Management
Wisconsin
$69.1M 1,385,462 -77,378 -5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$67.2M 1,346,816 +32,584 +2%
Morgan Stanley
11
Morgan Stanley
New York
$58.3M 1,168,511 +8,057 +0.7%
PCMC
12
Paragon Capital Management (Colorado)
Colorado
$58M 1,161,192 +6,040 +0.5%
Osaic Holdings
13
Osaic Holdings
Arizona
$57.5M 1,096,972 +116,201 +12%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$55.5M 1,111,610 +56,407 +5%
Ameriprise
15
Ameriprise
Minnesota
$49.6M 994,488 +9,705 +1%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$48.6M 974,510 -6,680 -0.7%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$42.6M 854,387 +110,745 +15%
EK
18
Evensky & Katz
Florida
$40.2M 806,127 -9,198 -1%
BCI
19
Brinker Capital Investments
Pennsylvania
$40.1M 803,681 +803,681 New
LPT
20
Legacy Private Trust
Wisconsin
$35.8M 716,737 +89,492 +14%
EH
21
Equitable Holdings
New York
$34.2M 685,479 +101,870 +17%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$33.3M 666,528 +51,758 +8%
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$32.2M 645,569 – –
Wells Fargo
24
Wells Fargo
California
$26.2M 525,050 -390,726 -43%
CA
25
Cetera Advisors
Colorado
$19.6M 392,277 -20,858 -5%
1
2 3 4 5