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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

115 hedge funds and large institutions have $632M invested in Invesco S&P 500 Quality ETF in 2018 Q2 according to their latest regulatory filings, with 115 funds opening new positions, increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+115
Holders Change %
–
% of All Funds
2.64%
Holding in Top 10
11
Holding in Top 10 Change
+11
Holding in Top 10 Change %
%
% of All Funds
0.25%
New
115
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
SFMG Wealth Advisors
Texas
$60.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$54.3M
3
Bank of America
3
Bank of America
North Carolina
$45M
4
PAS
4
Park Avenue Securities
New York
$43.5M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$42.8M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
76
Geneos Wealth Management
Colorado
$278K +$278K +9,265 New
CIAS
77
Capital Investment Advisory Services
North Carolina
$274K +$274K +9,140 New
PTC
78
Private Trust Company
Ohio
$274K +$274K +9,161 New
ASN
79
Advisory Services Network
Georgia
$253K +$253K +8,037 New
PAS
80
Partnervest Advisory Services
California
$229K +$229K +7,616 New
EWF
81
Epstein & White Financial
California
$220K +$220K +7,318 New
Stifel Financial
82
Stifel Financial
Missouri
$210K +$210K +6,985 New
CAL
83
Capital Advisors Ltd
Ohio
$208K +$208K +6,919 New
TSS
84
Two Sigma Securities
New York
$202K +$202K +6,733 New
WAM
85
Wealthspire Advisors (Maryland)
Maryland
$189K +$189K +6,309 New
SEI Investments
86
SEI Investments
Pennsylvania
$169K +$169K +5,642 New
Citigroup
87
Citigroup
New York
$146K +$146K +4,850 New
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$92.4K +$92.4K +3,080 New
VFA
89
Valeo Financial Advisors
Indiana
$82K +$82K +2,640 New
LF
90
Lee Financial
Texas
$64K +$64K +2,126 New
CAC
91
Certified Advisory Corp
Florida
$62K +$62K +2,080 New
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61K +$61K +2,045 New
AC
93
Avestar Capital
New York
$60K +$60K +2,000 New
HFM
94
Hartford Financial Management
Connecticut
$59K +$59K +1,971 New
GRP
95
Global Retirement Partners
California
$43K +$43K +1,428 New
SF
96
Synovus Financial
Georgia
$43K +$43K +1,440 New
BA
97
Ballew Advisors
Mississippi
$41K +$41K +1,352 New
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$33K +$33K +1,083 New
WC
99
Whitney & Co
New York
$31K +$31K +1,029 New
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$30K +$30K +1,000 New
1 2 3
4
5