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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

121 hedge funds and large institutions have $620M invested in Invesco S&P 500 Quality ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+6
Holders Change %
+5.22%
% of All Funds
2.77%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.23%
New
18
Increased
36
Reduced
42
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$8.71M
2
CS
2
Credit Suisse
Switzerland
$7.02M
3
KWM
3
Kingsview Wealth Management
Oregon
$1.66M
4
CAN
4
Cetera Advisor Networks
California
$4.99M
5
CA
5
Cetera Advisors
Colorado
$6.44M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$0
2
RJA
2
Raymond James & Associates
Florida
$7.61M
3
Wells Fargo
3
Wells Fargo
California
$13.8M
4
SAM
4
Stringer Asset Management
Tennessee
$464K
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGL
76
Clarius Group LLC
Washington
$284K +$284K +8,667 New
ASN
77
Advisory Services Network
Georgia
$264K – – –
Creative Planning
78
Creative Planning
Kansas
$256K +$256K +7,815 New
GWM
79
Geneos Wealth Management
Colorado
$250K -$53.3K -1,628 -18%
PAS
80
Partnervest Advisory Services
California
$247K -$2.69K -82 -1%
EWF
81
Epstein & White Financial
California
$242K +$1.05K +32 +0.4%
CAL
82
Capital Advisors Ltd
Ohio
$227K – – –
IA
83
IFP Advisors
Florida
$223K -$154K -4,695 -41%
Stifel Financial
84
Stifel Financial
Missouri
$217K -$12.2K -373 -5%
WAM
85
Wealthspire Advisors (Maryland)
Maryland
$208K +$1.02K +31 +0.5%
Citigroup
86
Citigroup
New York
$169K +$9.85K +300 +6%
NFG
87
Next Financial Group
Texas
$150K -$264K -8,086 -64%
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$101K – – –
CIR
89
Clear Investment Research
Georgia
$84K +$84K +2,559 New
VFA
90
Valeo Financial Advisors
Indiana
$80K – – –
APP
91
Avantax Planning Partners
Iowa
$76K +$76K +2,310 New
CAC
92
Certified Advisory Corp
Florida
$68K – – –
AC
93
Avestar Capital
New York
$65K – – –
HFM
94
Hartford Financial Management
Connecticut
$65K – – –
Fidelity Investments
95
Fidelity Investments
Massachusetts
$58K -$254K -7,694 -81%
HIIFS
96
Harel Insurance Investments & Financial Services
Israel
$57K +$57K +1,750 New
SF
97
Synovus Financial
Georgia
$47K – – –
GRP
98
Global Retirement Partners
California
$47K – – –
BA
99
Ballew Advisors
Mississippi
$40K +$206 +7 +0.5%
SWP
100
Stratos Wealth Partners
Ohio
$39K +$39K +1,177 New
2 3
4
5 6