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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

257 hedge funds and large institutions have $1.64B invested in Invesco S&P 500 Quality ETF in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 100 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+4
Holders Change %
+1.58%
% of All Funds
4.51%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.23%
New
31
Increased
100
Reduced
66
Closed
20
Calls
$437K
Puts
–
Net Calls
+$437K
Net Calls Change
+$437K

Top Buyers

1
PCMC
1
Paragon Capital Management (Colorado)
Colorado
$56.6M
2
Wells Fargo
2
Wells Fargo
California
$65.9M
3
FSA
3
Financial Services Advisory
Maryland
$26M
4
MAM
4
Madison Asset Management
Wisconsin
$64.4M
5
QA
5
Quantitative Advantage
Minnesota
$18.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.1M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$0
3
AWM
3
AE Wealth Management
Kansas
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$97.3M
5
Ameriprise
5
Ameriprise
Minnesota
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
76
Stratos Wealth Partners
Ohio
$2.31M +$25.4K +524 +1%
HI
77
Harbour Investments
Wisconsin
$2.3M +$181K +3,737 +9%
OPS
78
Orion Portfolio Solutions
Nebraska
$2.29M -$781K -16,089 -25%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$2.23M +$171K +3,515 +8%
N
80
Natixis
France
$2.19M -$22.1K -455 -1%
AIP
81
Ahrens Investment Partners
Louisiana
$2.08M -$24K -495 -1%
SW
82
SlateStone Wealth
Florida
$2.01M +$25K +514 +1%
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$1.95M +$69.7K +1,436 +4%
HC
84
Hoese & Co
Minnesota
$1.91M -$4.85K -100 -0.3%
William Blair & Company
85
William Blair & Company
Illinois
$1.82M +$108K +2,221 +6%
CF
86
Clarity Financial
Texas
$1.82M +$1.82M +37,446 New
FAIM
87
Financial Advocates Investment Management
Washington
$1.8M +$237K +4,883 +15%
RJA
88
Raymond James & Associates
Florida
$1.78M +$397K +8,174 +29%
SCM
89
Stonehearth Capital Management
Massachusetts
$1.78M -$19.9K -410 -1%
CAGAS
90
Capital Advisory Group Advisory Services
Minnesota
$1.77M +$80.5K +1,659 +5%
KAS
91
Kestra Advisory Services
Texas
$1.71M +$1.71M +35,281 New
DWM
92
Doyle Wealth Management
Florida
$1.71M +$1.8K +37 +0.1%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$1.68M +$408K +8,394 +32%
Renaissance Technologies
94
Renaissance Technologies
New York
$1.65M +$1.08M +22,300 +192%
PMG
95
ProVise Management Group
Florida
$1.63M +$1.63M +33,577 New
MIAN
96
Mariner Independent Advisor Network
Kansas
$1.58M +$23.1K +476 +1%
CWM
97
Chicago Wealth Management
Illinois
$1.57M +$65.2K +1,343 +4%
CAG
98
Crestwood Advisors Group
Massachusetts
$1.56M +$25K +515 +2%
ACI
99
Alpha Cubed Investments
California
$1.51M -$191K -3,930 -11%
IFWM
100
Institute for Wealth Management
Colorado
$1.48M – – –
2 3
4
5 6