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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

142 hedge funds and large institutions have $714M invested in Invesco S&P 500 Quality ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-8
Holders Change %
-5.33%
% of All Funds
3.09%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
14
Increased
48
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$25M
2
QA
2
Quantitative Advantage
Minnesota
$10.9M
3
Bank of America
3
Bank of America
North Carolina
$72.6M
4
TWA
4
Tillar-Wenstrup Advisors
Ohio
$3.68M
5
MIH
5
Madison Investment Holdings
Wisconsin
$18.4M

Top Sellers

1
BlackRock
1
BlackRock
New York
$4K
2
Jane Street
2
Jane Street
New York
$1.86M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$55.8M
4
KWM
4
Kingsview Wealth Management
Oregon
$915K
5
Goldman Sachs
5
Goldman Sachs
New York
$422K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$456K +$113K +3,409 +33%
FA
77
FCG Advisors
New Jersey
$449K -$24.6K -742 -5%
FHA
78
Flagship Harbor Advisors
Massachusetts
$448K – – –
CFD
79
Creative Financial Designs
Indiana
$431K -$185K -5,530 -30%
Goldman Sachs
80
Goldman Sachs
New York
$422K -$1.41M -42,538 -77%
SL
81
Salomon & Ludwin
Virginia
$422K +$45.2K +1,366 +12%
AWM
82
Altium Wealth Management
New York
$419K -$58.7K -1,773 -12%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$402K -$10.1K -304 -2%
KIC
84
Keating Investment Counselors
Florida
$371K -$152K -4,600 -29%
NL
85
NVWM LLC
Pennsylvania
$358K -$1.99K -60 -0.6%
EVM
86
Eaton Vance Management
Massachusetts
$348K +$348K +10,500 New
CS
87
Credit Suisse
Switzerland
$341K -$544K -16,396 -61%
LIM
88
Leavell Investment Management
Alabama
$331K – – –
BB
89
Bell Bank
North Dakota
$323K – – –
RJA
90
Raymond James & Associates
Florida
$305K +$38.1K +1,148 +14%
GWM
91
Geneos Wealth Management
Colorado
$299K -$9.1K -275 -3%
CGL
92
Clarius Group LLC
Washington
$287K – – –
Baird Financial Group
93
Baird Financial Group
Wisconsin
$268K +$268K +8,095 New
ASN
94
Advisory Services Network
Georgia
$266K – – –
B
95
Bridgeworth
Alabama
$255K -$48.4K -1,461 -16%
EWF
96
Epstein & White Financial
California
$246K +$1.03K +31 +0.4%
Creative Planning
97
Creative Planning
Kansas
$234K -$35K -1,056 -13%
AAM
98
Augustine Asset Management
Florida
$231K +$231K +6,960 New
SWA
99
Stratos Wealth Advisors
Ohio
$218K -$7.99K -241 -4%
WAM
100
Wealthspire Advisors (Maryland)
Maryland
$213K +$863 +26 +0.4%
2 3
4
5 6