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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

232 hedge funds and large institutions have $1.26B invested in Invesco S&P 500 Quality ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 84 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+20
Holders Change %
+9.43%
% of All Funds
4.12%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
45
Increased
84
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$87.2M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$36.4M
3
Bank of America
3
Bank of America
North Carolina
$162M
4
CAN
4
Cetera Advisor Networks
California
$8.73M
5
FHC
5
First Heartland Consultants
Missouri
$13.6M

Top Sellers

1
MAM
1
Madison Asset Management
Wisconsin
$18.9M
2
MWM
2
Merriman Wealth Management
Washington
$6.23M
3
TRCT
3
Tower Research Capital (TRC)
New York
$3K
4
PFG
4
Pacific Financial Group
Washington
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
Cedar Wealth Management
California
$1.91M +$1.48M +35,172 +343%
CAAS
77
Capital Asset Advisory Services
Michigan
$1.88M -$195K -4,620 -9%
AWM
78
Aries Wealth Management
Maine
$1.85M +$43.4K +1,013 +2%
WWM
79
Western Wealth Management
Colorado
$1.84M +$733K +17,417 +67%
SW
80
SlateStone Wealth
Florida
$1.76M -$25.5K -606 -1%
RF
81
Rollins Financial
Georgia
$1.76M +$1.76M +41,705 New
EFS
82
Essex Financial Services
Connecticut
$1.71M +$800K +18,995 +88%
OAM
83
Optimal Asset Management
California
$1.64M +$752K +17,867 +84%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$1.64M +$1.64M +39,006 New
William Blair & Company
85
William Blair & Company
Illinois
$1.58M +$19.3K +458 +1%
SCM
86
Stonehearth Capital Management
Massachusetts
$1.57M -$187K -4,446 -11%
JWCA
87
J.W. Cole Advisors
Florida
$1.54M +$927K +22,008 +152%
DWM
88
Doyle Wealth Management
Florida
$1.49M -$75.8K -1,801 -5%
CAGAS
89
Capital Advisory Group Advisory Services
Minnesota
$1.47M +$42.1K +1,000 +3%
NA
90
NewEdge Advisors
Louisiana
$1.41M +$337K +8,004 +32%
CWM
91
Chicago Wealth Management
Illinois
$1.34M -$13.5K -320 -1%
IFWM
92
Institute for Wealth Management
Colorado
$1.31M -$33.9K -805 -3%
ACI
93
Alpha Cubed Investments
California
$1.29M +$135K +3,211 +12%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$1.29M +$455K +10,805 +55%
CAG
95
Crestwood Advisors Group
Massachusetts
$1.26M -$127K -3,026 -9%
SW
96
SVB Wealth
Massachusetts
$1.21M +$154K +3,650 +15%
DAS
97
Dynamic Advisor Solutions
Arizona
$1.19M +$305K +7,246 +34%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$1.17M -$76.9K -1,826 -6%
GLA
99
Good Life Advisors
Pennsylvania
$1.15M +$466K +11,054 +68%
FAIM
100
Financial Advocates Investment Management
Washington
$1.15M +$165K +3,931 +17%
2 3
4
5 6