SPHQ icon

Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

236 hedge funds and large institutions have $1.32B invested in Invesco S&P 500 Quality ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 76 reducing their positions, and 20 closing their positions.

Holders
236
Holders Change
+4
Holders Change %
+1.72%
% of All Funds
4.16%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
25
Increased
98
Reduced
76
Closed
20
Calls
$217K
Puts
–
Net Calls
+$217K
Net Calls Change
+$217K

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$14.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$44.3M
3
GI
3
Glovista Investments
New Jersey
$11.9M
4
Invesco
4
Invesco
Georgia
$9.4M
5
MAM
5
Madison Asset Management
Wisconsin
$28.6M

Top Sellers

1
QA
1
Quantitative Advantage
Minnesota
$0
2
Ameriprise
2
Ameriprise
Minnesota
$51.7M
3
FHC
3
First Heartland Consultants
Missouri
$0
4
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$0
5
RBCM
5
Raub Brock Capital Management
California
$11.2M
Name Market Value Shares Shares
Change 		Shares
Change %
RBCM
26
Raub Brock Capital Management
California
$11.2M 252,896 -200,739 -44%
GLLW
27
Graves Light Lenhart Wealth
Virginia
$10.7M 241,005 -9,201 -4%
BPB
28
Badgley, Phelps & Bell
Washington
$10.6M 238,676 +20,092 +9%
Invesco
29
Invesco
Georgia
$9.4M 211,984 +211,984 New
CAN
30
Cetera Advisor Networks
California
$8.43M 190,212 -17,038 -8%
CMA
31
Cedar Mountain Advisors
Oregon
$8.18M 184,618 +999 +0.5%
AAS
32
Avantax Advisory Services
Texas
$7.87M 177,549 -65,837 -27%
PAG
33
Private Advisor Group
New Jersey
$7.13M 160,753 -31,706 -16%
1832 Asset Management
34
1832 Asset Management
Ontario, Canada
$6.87M 196,090 +1,250 +0.6%
SCA
35
Snowden Capital Advisors
New York
$6.81M 153,587 -995 -0.6%
OWM
36
Opes Wealth Management
California
$6.76M 152,449 -2,919 -2%
MWM
37
Merriman Wealth Management
Washington
$6.58M 148,379 +511 +0.3%
MML Investors Services
38
MML Investors Services
Massachusetts
$6.53M 147,233 -25,143 -15%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$5.87M 132,428 +126,227 +2,036%
BC
40
Barnett & Company
Tennessee
$5.74M 129,578 +13,241 +11%
NF
41
Nikulski Financial
Iowa
$5.66M 127,707 -5,939 -4%
CAM
42
Cozad Asset Management
Illinois
$5.54M 124,910 +1,180 +1%
AF
43
Allworth Financial
California
$5.48M 123,597 -981 -0.8%
QI
44
QS Investors
New York
$5.12M 115,494 – –
COF
45
Capital One Financial
Virginia
$5.04M 113,713 -146 -0.1%
BDWCC
46
B&D White Capital Company
Texas
$5.01M 117,369 +18,515 +19%
WDL
47
Well Done LLC
Michigan
$4.89M 110,256 -639 -0.6%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$4.77M 107,534 -4,495 -4%
ECM
49
Evergreen Capital Management
Washington
$4.66M 105,157 +42,332 +67%
SVWAG
50
Sound View Wealth Advisors Group
Georgia
$4.45M 100,458 -1,116 -1%
1
2
3 4 5