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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

257 hedge funds and large institutions have $1.64B invested in Invesco S&P 500 Quality ETF in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 100 increasing their positions, 66 reducing their positions, and 20 closing their positions.

Holders
257
Holders Change
+4
Holders Change %
+1.58%
% of All Funds
4.51%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.23%
New
31
Increased
100
Reduced
66
Closed
20
Calls
$437K
Puts
–
Net Calls
+$437K
Net Calls Change
+$437K

Top Buyers

1
PCMC
1
Paragon Capital Management (Colorado)
Colorado
$56.6M
2
Wells Fargo
2
Wells Fargo
California
$65.9M
3
FSA
3
Financial Services Advisory
Maryland
$26M
4
MAM
4
Madison Asset Management
Wisconsin
$64.4M
5
QA
5
Quantitative Advantage
Minnesota
$18.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.1M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$0
3
AWM
3
AE Wealth Management
Kansas
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$97.3M
5
Ameriprise
5
Ameriprise
Minnesota
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
SVWAG
51
Sound View Wealth Advisors Group
Georgia
$4.68M -$192K -3,965 -4%
CCP
52
Cardan Capital Partners
Colorado
$4.53M -$946K -19,476 -17%
PLU
53
Performa Ltd (US)
South Carolina
$4.42M +$4.42M +91,016 New
LNC
54
Lincoln National Corp
Pennsylvania
$4.41M -$144K -2,963 -3%
HighTower Advisors
55
HighTower Advisors
Illinois
$4.19M +$1.72M +35,476 +70%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$4M +$452K +9,300 +13%
AIA
57
Angeles Investment Advisors
California
$3.98M +$3.98M +81,953 New
CWM
58
Cornerstone Wealth Management
Missouri
$3.83M +$60.4K +1,243 +2%
MA
59
Montag & Associates
Georgia
$3.82M -$94.6K -1,948 -2%
Stifel Financial
60
Stifel Financial
Missouri
$3.76M +$577K +11,881 +18%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$3.56M -$165K -3,395 -4%
CWC
62
Carolinas Wealth Consulting
North Carolina
$3.51M +$136K +2,792 +4%
Franklin Resources
63
Franklin Resources
California
$3.51M +$3.39M +69,809 +2,792%
EFS
64
Essex Financial Services
Connecticut
$3.4M +$1.19M +24,557 +54%
NFG
65
Next Financial Group
Texas
$3.31M -$727K -14,968 -18%
US Bancorp
66
US Bancorp
Minnesota
$3.18M -$196K -4,028 -6%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$3.1M -$136K -2,809 -4%
KA
68
Kovack Advisors
Florida
$3.03M -$125K -2,574 -4%
GIA
69
GHP Investment Advisors
Colorado
$2.63M -$126K -2,594 -5%
WI
70
WrapManager Inc
California
$2.59M -$144K -2,969 -5%
LOIM
71
Liberty One Investment Management
Illinois
$2.57M -$101K -2,086 -4%
RAM
72
Riggs Asset Management
Pennsylvania
$2.57M -$190K -3,923 -7%
PA
73
Parallel Advisors
California
$2.44M -$415K -8,538 -15%
CWM
74
Cedar Wealth Management
California
$2.42M +$874 +18 +0%
AWM
75
Aries Wealth Management
Maine
$2.33M +$80.1K +1,650 +4%
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