SPHQ icon

Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

189 hedge funds and large institutions have $1.01B invested in Invesco S&P 500 Quality ETF in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+32
Holders Change %
+20.38%
% of All Funds
3.73%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.24%
New
48
Increased
61
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QI
1
QS Investors
New York
$58.3M
2
SCA
2
Stuart Chaussee & Associates
California
$52.5M
3
PFG
3
Pacific Financial Group
Washington
$36.3M
4
BlackRock
4
BlackRock
New York
$16.7M
5
Lido Advisors
5
Lido Advisors
California
$15.8M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$38.3M
2
JCM
2
Janney Capital Management
Pennsylvania
$24.5M
3
CS
3
Credit Suisse
Switzerland
$0
4
Jane Street
4
Jane Street
New York
$0
5
CA
5
Cetera Advisors
Colorado
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSAM
76
Blue Sky Asset Management
Colorado
$949K +$949K +25,961 New
KA
77
Kovack Advisors
Florida
$902K +$77.4K +2,118 +9%
TFA
78
Teamwork Financial Advisors
Texas
$900K +$900K +24,598 New
PAG
79
Private Advisor Group
New Jersey
$896K +$237K +6,476 +36%
KWM
80
Kingsview Wealth Management
Oregon
$874K +$258K +7,060 +42%
JWCA
81
J.W. Cole Advisors
Florida
$867K +$867K +23,701 New
AFP
82
Ausdal Financial Partners
Iowa
$724K +$338K +9,118 +87%
EH
83
Equitable Holdings
New York
$712K +$712K +19,462 New
SWM
84
SeaCrest Wealth Management
New York
$709K +$3.55K +97 +0.5%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$699K -$527K -14,407 -43%
SFPG
86
Stonebridge Financial Planning Group
Florida
$699K +$699K +19,126 New
SVCP
87
Silicon Valley Capital Partners
California
$697K +$2.71K +74 +0.4%
DBRC
88
D.B. Root & Company
Pennsylvania
$695K +$16.4K +449 +2%
AIP
89
Almanack Investment Partners
Pennsylvania
$689K +$689K +18,850 New
CIAS
90
Capital Investment Advisory Services
North Carolina
$663K +$90.1K +2,464 +16%
IA
91
IFP Advisors
Florida
$662K -$111K -3,041 -14%
CWC
92
Carolinas Wealth Consulting
North Carolina
$657K +$657K +18,063 New
HCP
93
Holt Capital Partners
Texas
$574K – – –
CONA
94
Capital One National Association
New York
$565K +$565K +15,443 New
FHA
95
Flagship Harbor Advisors
Massachusetts
$526K -$1.35K -37 -0.3%
GAM
96
GQ Asset Management
New York
$522K +$522K +14,269 New
OAM
97
Optimal Asset Management
California
$517K +$517K +14,135 New
AMCA
98
Arthur M. Cohen & Associates
Illinois
$515K – – –
AWM
99
AE Wealth Management
Kansas
$514K +$214K +5,857 +72%
EVM
100
Eaton Vance Management
Massachusetts
$503K +$16.6K +455 +3%
2 3
4
5 6