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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

189 hedge funds and large institutions have $1.01B invested in Invesco S&P 500 Quality ETF in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+32
Holders Change %
+20.38%
% of All Funds
3.73%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.24%
New
48
Increased
61
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QI
1
QS Investors
New York
$58.3M
2
SCA
2
Stuart Chaussee & Associates
California
$52.5M
3
PFG
3
Pacific Financial Group
Washington
$36.3M
4
BlackRock
4
BlackRock
New York
$16.7M
5
Lido Advisors
5
Lido Advisors
California
$15.8M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$38.3M
2
JCM
2
Janney Capital Management
Pennsylvania
$24.5M
3
CS
3
Credit Suisse
Switzerland
$0
4
Jane Street
4
Jane Street
New York
$0
5
CA
5
Cetera Advisors
Colorado
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$10.7M +$1.8M +49,330 +20%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$10.5M +$1.43M +39,198 +16%
GLLW
28
Graves Light Lenhart Wealth
Virginia
$10.2M -$246K -6,716 -2%
GI
29
Glovista Investments
New Jersey
$9.46M +$1.29M +35,251 +16%
BFEC
30
Benjamin F. Edwards & Company
Missouri
$9.04M +$9.04M +247,238 New
BI
31
Ballast Inc
Kentucky
$8.27M +$1.01M +27,628 +14%
Stifel Financial
32
Stifel Financial
Missouri
$7.64M +$7.11M +194,355 +1,347%
PCM
33
Peak Capital Management
Colorado
$7.38M -$2.62M -71,515 -26%
GFPC
34
Global Financial Private Capital
Florida
$6.48M -$304K -8,307 -4%
AG
35
Advisor Group
Arizona
$6.38M +$2.43M +66,331 +61%
CAN
36
Cetera Advisor Networks
California
$4.95M +$380K +10,405 +8%
NF
37
Nikulski Financial
Iowa
$4.95M +$503K +13,579 +11%
TWA
38
Tillar-Wenstrup Advisors
Ohio
$4.77M +$570K +15,583 +14%
WDL
39
Well Done LLC
Michigan
$4.31M +$59.2K +1,619 +1%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$4.09M -$215K -5,868 -5%
FA
41
Faithward Advisors
Pennsylvania
$3.98M +$2.96M +80,925 +289%
MWM
42
Merriman Wealth Management
Washington
$3.88M +$3.88M +105,993 New
LNC
43
Lincoln National Corp
Pennsylvania
$3.51M -$127K -3,464 -3%
AIP
44
Ahrens Investment Partners
Louisiana
$3.06M – – –
MA
45
Montag & Associates
Georgia
$3.04M – – –
SIA
46
Strategic Investment Advisors
Michigan
$3.02M +$127K +3,482 +4%
MML Investors Services
47
MML Investors Services
Massachusetts
$3M -$12.7K -346 -0.4%
Truist Financial
48
Truist Financial
North Carolina
$2.96M +$2.96M +81,023 New
SW
49
SlateStone Wealth
Florida
$2.63M +$2.63M +72,004 New
LOIM
50
Liberty One Investment Management
Illinois
$2.58M +$2.58M +70,648 New
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