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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

307 hedge funds and large institutions have $2.03B invested in Invesco S&P 500 Quality ETF in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 93 reducing their positions, and 40 closing their positions.

Holders
307
Holders Change
-7
Holders Change %
-2.23%
% of All Funds
5.19%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
34
Increased
111
Reduced
93
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$148M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$121M
3
WWA
3
WCG Wealth Advisors
Nevada
$20.4M
4
Ameriprise
4
Ameriprise
Minnesota
$57.1M
5
LPL Financial
5
LPL Financial
California
$122M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$163M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$25.7M
3
MAM
3
Madison Asset Management
Wisconsin
$38.1M
4
LPT
4
Legacy Private Trust
Wisconsin
$17.2M
5
RBCM
5
Raub Brock Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$163M 3,869,652 -1,120,866 -22%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$148M 3,524,952 +1,182,262 +50%
LPL Financial
3
LPL Financial
California
$122M 2,895,795 +200,347 +7%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$121M 2,828,961 +688,172 +32%
MFG
5
Merit Financial Group
Georgia
$113M 2,683,641 +149,195 +6%
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$84.4M 2,009,178 +34,149 +2%
MCM
7
Mainstay Capital Management
Michigan
$82.2M 1,956,463 -24,202 -1%
SWA
8
SFMG Wealth Advisors
Texas
$69.1M 1,644,686 -12,930 -0.8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$62.3M 1,482,625 +135,809 +10%
Ameriprise
10
Ameriprise
Minnesota
$57.1M 1,359,635 +365,147 +37%
Osaic Holdings
11
Osaic Holdings
Arizona
$50.1M 1,192,693 +95,721 +9%
Morgan Stanley
12
Morgan Stanley
New York
$45.5M 1,083,658 -84,853 -7%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$42.2M 1,005,077 +30,567 +3%
PCMC
14
Paragon Capital Management (Colorado)
Colorado
$41.8M 994,238 -166,954 -14%
BCI
15
Brinker Capital Investments
Pennsylvania
$39.9M 949,973 +146,292 +18%
MAM
16
Madison Asset Management
Wisconsin
$38.1M 907,415 -478,047 -35%
EK
17
Evensky & Katz
Florida
$34.2M 815,379 +9,252 +1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$33M 786,005 +119,477 +18%
EH
19
Equitable Holdings
New York
$30.6M 728,787 +43,308 +6%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$27.1M 645,569 – –
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$26.7M 635,722 -218,665 -26%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$25.7M 611,510 -500,100 -45%
UBS Group
23
UBS Group
Switzerland
$23.5M 560,518 +171,515 +44%
WWA
24
WCG Wealth Advisors
Nevada
$20.4M 485,975 +485,975 New
LPT
25
Legacy Private Trust
Wisconsin
$17.2M 410,062 -306,675 -43%
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