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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

387 hedge funds and large institutions have $3.96B invested in Invesco S&P 500 Quality ETF in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 144 increasing their positions, 110 reducing their positions, and 24 closing their positions.

Holders
387
Holders Change
+29
Holders Change %
+8.1%
% of All Funds
6.1%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.43%
New
59
Increased
144
Reduced
110
Closed
24
Calls
$247K
Puts
–
Net Calls
+$247K
Net Calls Change
-$482K

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$102M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$102M
3
LPL Financial
3
LPL Financial
California
$254M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$153M
5
Morgan Stanley
5
Morgan Stanley
New York
$109M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$10.2M
2
SL
2
Savior LLC
Massachusetts
$803K
3
MCC
3
Money Concepts Capital
Florida
$0
4
EH
4
Equitable Holdings
New York
$33.8M
5
PCMC
5
Paragon Capital Management (Colorado)
Colorado
$44.7M
Name Market Value Shares Shares
Change 		Shares
Change %
FCAS
1
First Command Advisory Services
Texas
$647M 12,820,266 -34,929 -0.3%
LPL Financial
2
LPL Financial
California
$254M 5,028,621 +926,319 +23%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$210M 4,158,140 +204,241 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$206M 4,078,086 -81,344 -2%
Bank of America
5
Bank of America
North Carolina
$157M 3,115,711 +61,213 +2%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$153M 3,029,764 +921,072 +44%
Morgan Stanley
7
Morgan Stanley
New York
$109M 2,153,508 +625,992 +41%
BCI
8
Brinker Capital Investments
Pennsylvania
$102M 2,028,703 +970,308 +92%
OPS
9
Orion Portfolio Solutions
Nebraska
$102M 2,028,703 +970,308 +92%
Osaic Holdings
10
Osaic Holdings
Arizona
$94.5M 1,875,225 +430,808 +30%
MCM
11
Mainstay Capital Management
Michigan
$88.4M 1,752,114 -50,520 -3%
SWA
12
SFMG Wealth Advisors
Texas
$84M 1,665,544 +13,180 +0.8%
Ameriprise
13
Ameriprise
Minnesota
$80.6M 1,599,653 +525,578 +49%
Wells Fargo
14
Wells Fargo
California
$73M 1,446,073 +531,769 +58%
PI
15
PFS Investments
Georgia
$70.9M 1,404,852 +65,655 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$70.2M 1,390,783 +54 +0%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$50.7M 1,004,645 +344,087 +52%
FCB
18
First Command Bank
Texas
$50.2M 994,977 +307,278 +45%
FCFS
19
First Command Financial Services
Texas
$50.2M 994,977 +307,278 +45%
EK
20
Evensky & Katz
Florida
$45.2M 896,382 -4,071 -0.5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$45M 891,041 +95,048 +12%
PCMC
22
Paragon Capital Management (Colorado)
Colorado
$44.7M 885,405 -124,094 -12%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$41.9M 829,710 +303,732 +58%
TC
24
Trilogy Capital
California
$39.6M 767,956 +3,641 +0.5%
EH
25
Equitable Holdings
New York
$33.8M 670,661 -166,725 -20%
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