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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 %
NFG
51
Next Financial Group
Texas
$2.54M -$221K -6,049 -8%
RAM
52
Riggs Asset Management
Pennsylvania
$2.42M +$2.42M +66,094 New
SMG
53
Smart Money Group
Texas
$2.41M +$2.41M +65,809 New
CA
54
Cetera Advisors
Colorado
$2.37M -$4.3M -117,497 -64%
SCA
55
Snowden Capital Advisors
New York
$2.31M +$2.31M +63,067 New
HighTower Advisors
56
HighTower Advisors
Illinois
$2.29M -$32.4K -885 -1%
FIG
57
FundX Investment Group
California
$2.22M +$2.22M +60,654 New
CAAS
58
Capital Asset Advisory Services
Michigan
$2.15M -$55.6K -1,477 -3%
JPMPWA
59
J.P. Morgan Private Wealth Advisors
California
$2.11M -$18.3K -499 -0.9%
NA
60
NewEdge Advisors
Louisiana
$2.11M +$2.11M +57,750 New
GIA
61
GHP Investment Advisors
Colorado
$2M +$2.05K +56 +0.1%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$1.9M +$302K +8,255 +19%
DWM
63
Doyle Wealth Management
Florida
$1.76M +$17.6K +482 +1%
IFWM
64
Institute for Wealth Management
Colorado
$1.55M +$21.9K +599 +1%
DAS
65
Dynamic Advisor Solutions
Arizona
$1.44M -$514K -14,045 -26%
FAT
66
First American Trust
California
$1.35M +$180K +4,918 +15%
N
67
Natixis
France
$1.32M +$12.6K +345 +1%
SCM
68
Stonehearth Capital Management
Massachusetts
$1.24M -$117K -3,197 -9%
CWM
69
Cornerstone Wealth Management
Missouri
$1.23M +$42.8K +1,169 +4%
FAAS
70
First Allied Advisory Services
California
$1.22M -$50.1K -1,366 -4%
BCM
71
Breiter Capital Management
Florida
$1.16M +$1.16M +31,836 New
CAG
72
Crestwood Advisors Group
Massachusetts
$1.11M +$15.3K +418 +1%
SVWAG
73
Sound View Wealth Advisors Group
Georgia
$1.11M -$720K -19,681 -39%
UCFA
74
United Capital Financial Advisors
Texas
$1.06M – – –
JWBC
75
J.W. Burns & Co
New York
$965K – – –
1 2
3
4 5