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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

121 hedge funds and large institutions have $620M invested in Invesco S&P 500 Quality ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+6
Holders Change %
+5.22%
% of All Funds
2.77%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.23%
New
18
Increased
36
Reduced
42
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$8.71M
2
CS
2
Credit Suisse
Switzerland
$7.02M
3
KWM
3
Kingsview Wealth Management
Oregon
$1.66M
4
CAN
4
Cetera Advisor Networks
California
$4.99M
5
CA
5
Cetera Advisors
Colorado
$6.44M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$0
2
RJA
2
Raymond James & Associates
Florida
$7.61M
3
Wells Fargo
3
Wells Fargo
California
$13.8M
4
SAM
4
Stringer Asset Management
Tennessee
$464K
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
101
Intellectus Partners
California
$39K +$39K +1,188 New
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$33K – – –
SPIA
103
Steward Partners Investment Advisory
New York
$25K +$25K +774 New
TPWA
104
TRUE Private Wealth Advisors
Oregon
$18K +$18K +550 New
YWP
105
YorkBridge Wealth Partners
New York
$16K – – –
RFC
106
Regions Financial Corp
Alabama
$15K +$15K +455 New
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$11K +$32 +1 +0.3%
FHA
108
Flagship Harbor Advisors
Massachusetts
$10K +$10K +300 New
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$10K +300 New
PCFFS
110
Pacific Center for Financial Services
California
$9K – – –
PA
111
Parallel Advisors
California
$9K – – –
BWM
112
Baystate Wealth Management
Massachusetts
$9K +$30 +1 +0.3%
GSC
113
G&S Capital
Colorado
$8K – – –
AIS
114
Accurate Investment Solutions
Pennsylvania
$6K +$31 +1 +0.5%
MRCM
115
M&R Capital Management
New Jersey
$5K – – –
BlackRock
116
BlackRock
New York
$4K – – –
LWA
117
Lenox Wealth Advisors
New York
$2K – – –
GEA
118
Glen Eagle Advisors
New Jersey
$1.15K – – –
Parallax Volatility Advisers
119
Parallax Volatility Advisers
California
$1K +$970 +32 +3,200%
CF
120
Centaurus Financial
California
$523 -$657K -20,092 -100%
CWM
121
Cornerstone Wealth Management
Missouri
– -$31.8M -955,896 Closed
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
– -$1.62M -53,982 Closed
DAS
123
Dynamic Advisor Solutions
Arizona
– -$464K -15,474 Closed
NFG
124
Nations Financial Group
Iowa
– -$345K -11,508 Closed
TSS
125
Two Sigma Securities
New York
– -$202K -6,733 Closed
2 3 4
5
6