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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

157 hedge funds and large institutions have $760M invested in Invesco S&P 500 Quality ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 64 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+15
Holders Change %
+10.56%
% of All Funds
3.45%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
24
Increased
64
Reduced
40
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$86.4M
2
JCM
2
Janney Capital Management
Pennsylvania
$33.1M
3
GI
3
Glovista Investments
New Jersey
$7.49M
4
CS
4
Credit Suisse
Switzerland
$7.57M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.52M

Top Sellers

1
Lido Advisors
1
Lido Advisors
California
$14.9M
2
Ameriprise
2
Ameriprise
Minnesota
$11.8M
3
US Bancorp
3
US Bancorp
Minnesota
$199K
4
GCA
4
Greenwood Capital Associates
South Carolina
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$604K -$152K -4,541 -20%
IMC Chicago
77
IMC Chicago
Illinois
$595K +$595K +17,748 New
KWM
78
Kingsview Wealth Management
Oregon
$565K -$361K -10,763 -39%
HCP
79
Holt Capital Partners
Texas
$527K – – –
CIAS
80
Capital Investment Advisory Services
North Carolina
$525K – – –
COI
81
Capital One Investing
Virginia
$517K +$517K +15,464 New
Northern Trust
82
Northern Trust
Illinois
$500K +$500K +14,907 New
Stifel Financial
83
Stifel Financial
Missouri
$483K +$20.9K +624 +5%
FHA
84
Flagship Harbor Advisors
Massachusetts
$483K +$29.2K +870 +6%
FA
85
FCG Advisors
New Jersey
$461K +$6.37K +190 +1%
EVM
86
Eaton Vance Management
Massachusetts
$446K +$93.8K +2,797 +27%
SL
87
Salomon & Ludwin
Virginia
$433K +$5.27K +157 +1%
AWM
88
Altium Wealth Management
New York
$425K – – –
Bank of New York Mellon
89
Bank of New York Mellon
New York
$404K -$2.68K -80 -0.7%
RW
90
RVW Wealth
California
$394K +$394K +11,745 New
CCA
91
Clearwater Capital Advisors
Illinois
$393K -$170K -5,080 -30%
NL
92
NVWM LLC
Pennsylvania
$361K -$1.24K -37 -0.3%
AFP
93
Ausdal Financial Partners
Iowa
$350K +$350K +10,429 New
LIM
94
Leavell Investment Management
Alabama
$335K – – –
BB
95
Bell Bank
North Dakota
$327K – – –
WWM
96
Windsor Wealth Management
Indiana
$311K +$311K +9,581 New
RJA
97
Raymond James & Associates
Florida
$309K +$34 +1 +0%
CGL
98
Clarius Group LLC
Washington
$291K – – –
GWM
99
Geneos Wealth Management
Colorado
$286K -$14.1K -425 -5%
Creative Planning
100
Creative Planning
Kansas
$278K +$40.7K +1,211 +17%
2 3
4
5 6