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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

232 hedge funds and large institutions have $1.26B invested in Invesco S&P 500 Quality ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 84 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+20
Holders Change %
+9.43%
% of All Funds
4.12%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
45
Increased
84
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$87.2M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$36.4M
3
Bank of America
3
Bank of America
North Carolina
$162M
4
CAN
4
Cetera Advisor Networks
California
$8.73M
5
FHC
5
First Heartland Consultants
Missouri
$13.6M

Top Sellers

1
MAM
1
Madison Asset Management
Wisconsin
$18.9M
2
MWM
2
Merriman Wealth Management
Washington
$6.23M
3
TRCT
3
Tower Research Capital (TRC)
New York
$3K
4
PFG
4
Pacific Financial Group
Washington
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFPWM
26
Leicht Financial Planning & Wealth Management
New Jersey
$12.4M +$774K +18,385 +7%
GLLW
27
Graves Light Lenhart Wealth
Virginia
$10.5M -$143K -3,396 -1%
AAS
28
Avantax Advisory Services
Texas
$10.2M -$516K -12,242 -5%
BPB
29
Badgley, Phelps & Bell
Washington
$9.21M +$769K +18,250 +9%
SWP
30
Stratos Wealth Partners
Ohio
$8.92M +$1.06M +25,092 +13%
CAN
31
Cetera Advisor Networks
California
$8.73M +$4.34M +102,972 +99%
PAG
32
Private Advisor Group
New Jersey
$8.1M +$1.55M +36,793 +24%
CMA
33
Cedar Mountain Advisors
Oregon
$7.73M +$752K +17,852 +11%
MML Investors Services
34
MML Investors Services
Massachusetts
$7.26M -$109K -2,592 -1%
OWM
35
Opes Wealth Management
California
$6.53M +$27.1K +646 +0.4%
SCA
36
Snowden Capital Advisors
New York
$6.51M +$32.3K +766 +0.5%
1832 Asset Management
37
1832 Asset Management
Ontario, Canada
$6.41M +$97.7K +2,970 +2%
MWM
38
Merriman Wealth Management
Washington
$6.23M -$7.29M -173,041 -54%
NF
39
Nikulski Financial
Iowa
$5.63M +$205K +4,870 +4%
AF
40
Allworth Financial
California
$5.25M -$1.07M -25,515 -17%
CAM
41
Cozad Asset Management
Illinois
$5.21M -$3.01M -71,580 -37%
Truist Financial
42
Truist Financial
North Carolina
$5.2M +$428K +10,156 +9%
BC
43
Barnett & Company
Tennessee
$4.9M +$418K +9,931 +9%
QI
44
QS Investors
New York
$4.86M -$753K -17,877 -13%
COF
45
Capital One Financial
Virginia
$4.8M +$2.75M +65,332 +135%
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$4.72M -$575K -13,659 -11%
WDL
47
Well Done LLC
Michigan
$4.67M -$330K -7,838 -7%
SVWAG
48
Sound View Wealth Advisors Group
Georgia
$4.28M +$191K +4,547 +5%
BDWCC
49
B&D White Capital Company
Texas
$4.16M +$4.16M +98,854 New
LNC
50
Lincoln National Corp
Pennsylvania
$3.97M -$40.2K -955 -1%
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