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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

341 hedge funds and large institutions have $2.25B invested in Invesco S&P 500 Quality ETF in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 117 increasing their positions, 98 reducing their positions, and 21 closing their positions.

Holders
341
Holders Change
+37
Holders Change %
+12.17%
% of All Funds
5.5%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
66
Increased
117
Reduced
98
Closed
21
Calls
$453K
Puts
–
Net Calls
+$453K
Net Calls Change
+$119K

Top Buyers

1
TC
1
Trilogy Capital
California
$34.5M
2
Wells Fargo
2
Wells Fargo
California
$42.1M
3
MIA
3
Milestone Investment Advisors
Wisconsin
$13.1M
4
SGWM
4
Sterling Group Wealth Management
California
$11.1M
5
AWS
5
AJ Wealth Strategies
New York
$11M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$27.3M
2
SA
2
Shilanski & Associates
Alaska
$0
3
AAS
3
Avantax Advisory Services
Texas
$1.01M
4
CAN
4
Cetera Advisor Networks
California
$2.72M
5
IAIM
5
International Assets Investment Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$181M 4,122,777 +52,303 +1%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$159M 3,480,821 +196,957 +6%
LPL Financial
3
LPL Financial
California
$148M 3,362,010 +75,518 +2%
Bank of America
4
Bank of America
North Carolina
$143M 3,252,917 -63,749 -2%
MFG
5
Merit Financial Group
Georgia
$119M 2,711,135 +5,695 +0.2%
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$82.2M 1,869,068 +46,441 +3%
MCM
7
Mainstay Capital Management
Michigan
$77.5M 1,761,022 +46,379 +3%
SWA
8
SFMG Wealth Advisors
Texas
$72.1M 1,638,228 -19,728 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$64.7M 1,469,595 +2,667 +0.2%
Osaic Holdings
10
Osaic Holdings
Arizona
$61.1M 1,389,666 +100,728 +8%
Ameriprise
11
Ameriprise
Minnesota
$51.8M 1,173,283 +32,162 +3%
Morgan Stanley
12
Morgan Stanley
New York
$45.9M 1,043,592 +54,402 +5%
BCI
13
Brinker Capital Investments
Pennsylvania
$44M 999,566 +59,470 +6%
PCMC
14
Paragon Capital Management (Colorado)
Colorado
$43.2M 982,719 -3,775 -0.4%
Wells Fargo
15
Wells Fargo
California
$42.1M 957,483 +559,326 +140%
EH
16
Equitable Holdings
New York
$37.4M 849,222 +40,511 +5%
EK
17
Evensky & Katz
Florida
$37.1M 843,316 +9,666 +1%
TC
18
Trilogy Capital
California
$34.5M 785,109 +762,432 +3,362%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$34.5M 785,024 -9,964 -1%
CPA
20
Capital Planning Advisors
California
$29.4M 668,430 +218,019 +48%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$28.7M 652,222 +25,078 +4%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$27.3M 620,512 -462,890 -43%
UBS Group
23
UBS Group
Switzerland
$24.6M 560,107 +80,075 +17%
WWA
24
WCG Wealth Advisors
Nevada
$23.4M 531,610 +54,196 +11%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$22.7M 516,374 -42,050 -8%
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