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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

150 hedge funds and large institutions have $685M invested in Invesco S&P 500 Quality ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
150
Holders Change
+8
Holders Change %
+5.63%
% of All Funds
3.25%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.2%
New
25
Increased
52
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$13.6M
2
GFPC
2
Global Financial Private Capital
Florida
$5.36M
3
Jane Street
3
Jane Street
New York
$4.11M
4
NF
4
Nikulski Financial
Iowa
$3.01M
5
LPT
5
Legacy Private Trust
Wisconsin
$25.4M

Top Sellers

1
PCMC
1
Paragon Capital Management (Colorado)
Colorado
$0
2
BJ
2
Brouwer & Janachowski
California
$0
3
LMIM
3
Lockheed Martin Investment Management
Maryland
$0
4
JCM
4
Janney Capital Management
Pennsylvania
$22.8M
5
MIH
5
Madison Investment Holdings
Wisconsin
$15.5M
Name Market Value Shares Shares
Change 		Shares
Change %
OMC
76
Old Mission Capital
Illinois
$531K 16,508 +16,508 New
KIC
77
Keating Investment Counselors
Florida
$508K 15,800 -1,500 -9%
CIAS
78
Capital Investment Advisory Services
North Carolina
$507K 15,760 +20 +0.1%
HCP
79
Holt Capital Partners
Texas
$505K 15,698 – –
AWM
80
Altium Wealth Management
New York
$464K 14,434 -465 -3%
FA
81
FCG Advisors
New Jersey
$460K 14,299 -479 -3%
COI
82
Capital One Investing
Virginia
$453K 14,082 +1,337 +10%
FHA
83
Flagship Harbor Advisors
Massachusetts
$435K 13,540 +1,825 +16%
Bank of New York Mellon
84
Bank of New York Mellon
New York
$400K 12,444 -2,064 -14%
AWM
85
AE Wealth Management
Kansas
$373K 11,590 +2,218 +24%
SL
86
Salomon & Ludwin
Virginia
$366K 11,389 +1,872 +20%
JIR
87
James Investment Research
Ohio
$358K 11,120 – –
NL
88
NVWM LLC
Pennsylvania
$349K 10,865 – –
SS
89
Simplicity Solutions
Minnesota
$338K 10,515 +1,143 +12%
Stifel Financial
90
Stifel Financial
Missouri
$334K 10,393 +529 +5%
LIM
91
Leavell Investment Management
Alabama
$322K 10,000 – –
GTAM
92
Global Trust Asset Management
Florida
$315K 9,800 +9,800 New
BB
93
Bell Bank
North Dakota
$314K 9,758 – –
GWM
94
Geneos Wealth Management
Colorado
$299K 9,311 +1,878 +25%
B
95
Bridgeworth
Alabama
$294K 9,153 -2,464 -21%
PTC
96
Private Trust Company
Ohio
$294K 9,161 – –
CGL
97
Clarius Group LLC
Washington
$279K 8,667 – –
Creative Planning
98
Creative Planning
Kansas
$261K 8,124 -1,097 -12%
RJA
99
Raymond James & Associates
Florida
$259K 8,052 -204,085 -96%
ASN
100
Advisory Services Network
Georgia
$258K 8,037 – –
2 3
4
5 6