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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

212 hedge funds and large institutions have $1.13B invested in Invesco S&P 500 Quality ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+6
Holders Change %
+2.91%
% of All Funds
4.29%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.24%
New
26
Increased
79
Reduced
64
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$58.6M
2
Bank of America
2
Bank of America
North Carolina
$141M
3
LPL Financial
3
LPL Financial
California
$64.4M
4
FHC
4
First Heartland Consultants
Missouri
$8.56M
5
TRCT
5
Tower Research Capital (TRC)
New York
$7.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$4K
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$1.49M
4
CIM
4
Confluence Investment Management
Missouri
$0
5
FTS
5
Fifth Third Securities
Ohio
$568K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFPWM
26
Leicht Financial Planning & Wealth Management
New Jersey
$10.7M +$1.13M +29,116 +12%
AAS
27
Avantax Advisory Services
Texas
$9.88M +$3.11M +80,496 +46%
GLLW
28
Graves Light Lenhart Wealth
Virginia
$9.8M -$30.6K -791 -0.3%
FHC
29
First Heartland Consultants
Missouri
$8.56M +$7.74M +200,175 +948%
BPB
30
Badgley, Phelps & Bell
Washington
$7.75M +$637K +16,483 +9%
CAM
31
Cozad Asset Management
Illinois
$7.55M +$43.5K +1,125 +0.6%
SWP
32
Stratos Wealth Partners
Ohio
$7.22M +$731K +18,914 +11%
TRCT
33
Tower Research Capital (TRC)
New York
$7.2M +$6.4M +165,661 +808%
MML Investors Services
34
MML Investors Services
Massachusetts
$6.76M +$1.19M +30,851 +21%
CMA
35
Cedar Mountain Advisors
Oregon
$6.41M +$74.5K +1,926 +1%
PFG
36
Pacific Financial Group
Washington
$6.38M +$3.84M +99,267 +151%
PAG
37
Private Advisor Group
New Jersey
$6.02M +$2.48M +64,045 +70%
OWM
38
Opes Wealth Management
California
$5.98M -$1.1M -28,434 -16%
SCA
39
Snowden Capital Advisors
New York
$5.95M +$3.66M +94,751 +160%
AF
40
Allworth Financial
California
$5.8M -$1.05M -27,281 -15%
1832 Asset Management
41
1832 Asset Management
Ontario, Canada
$5.52M -$603K -20,970 -10%
QI
42
QS Investors
New York
$5.16M – – –
NF
43
Nikulski Financial
Iowa
$4.98M +$136K +3,514 +3%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$4.86M +$4.56M +117,916 +1,517%
WDL
45
Well Done LLC
Michigan
$4.59M +$221K +5,720 +5%
Truist Financial
46
Truist Financial
North Carolina
$4.38M +$540K +13,970 +14%
BC
47
Barnett & Company
Tennessee
$4.11M +$2.47M +63,805 +150%
CAN
48
Cetera Advisor Networks
California
$4.03M -$258K -6,663 -6%
SVWAG
49
Sound View Wealth Advisors Group
Georgia
$3.75M -$26.7K -690 -0.7%
LNC
50
Lincoln National Corp
Pennsylvania
$3.69M +$1.35K +35 +0%
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