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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.

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 %
NFG
51
Next Financial Group
Texas
$3.47M +$119K +2,828 +4%
FPW
52
Flagship Private Wealth
Massachusetts
$3.44M +$3.44M +81,543 New
MA
53
Montag & Associates
Georgia
$3.4M +$7.37K +175 +0.2%
CWC
54
Carolinas Wealth Consulting
North Carolina
$3.12M +$67.2K +1,596 +2%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$3.02M -$675K -16,031 -18%
US Bancorp
56
US Bancorp
Minnesota
$2.99M +$61.7K +1,466 +2%
IWM
57
IHT Wealth Management
Illinois
$2.94M +$2.94M +69,717 New
CWM
58
Cornerstone Wealth Management
Missouri
$2.88M +$190K +4,505 +7%
ECM
59
Evergreen Capital Management
Washington
$2.65M +$1.21M +28,649 +84%
MSFS
60
Main Street Financial Solutions
Pennsylvania
$2.63M +$2.63M +62,553 New
PA
61
Parallel Advisors
California
$2.63M -$90.9K -2,158 -3%
WI
62
WrapManager Inc
California
$2.57M -$67.8K -1,611 -3%
OPS
63
Orion Portfolio Solutions
Nebraska
$2.51M +$2.51M +59,670 New
LOIM
64
Liberty One Investment Management
Illinois
$2.49M -$176K -4,175 -7%
KA
65
Kovack Advisors
Florida
$2.42M +$399K +9,483 +20%
GIA
66
GHP Investment Advisors
Colorado
$2.32M -$42.7K -1,013 -2%
MWM
67
MinichMacGregor Wealth Management
New York
$2.29M +$2.29M +54,315 New
HighTower Advisors
68
HighTower Advisors
Illinois
$2.27M -$154K -3,668 -6%
N
69
Natixis
France
$2.26M -$26.1K -619 -1%
RAM
70
Riggs Asset Management
Pennsylvania
$2.23M +$2.23M +52,928 New
AssetMark Inc
71
AssetMark Inc
California
$2.16M -$28.5K -677 -1%
AIP
72
Ahrens Investment Partners
Louisiana
$2.1M -$92.7K -2,200 -4%
FAT
73
First American Trust
California
$2.07M -$57.6K -1,367 -3%
Stifel Financial
74
Stifel Financial
Missouri
$2.01M +$387K +9,192 +24%
IA
75
IFP Advisors
Florida
$1.92M +$77.6K +1,843 +4%
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3
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