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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

150 hedge funds and large institutions have $685M invested in Invesco S&P 500 Quality ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
150
Holders Change
+8
Holders Change %
+5.63%
% of All Funds
3.25%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.2%
New
25
Increased
52
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$13.6M
2
GFPC
2
Global Financial Private Capital
Florida
$5.36M
3
Jane Street
3
Jane Street
New York
$4.11M
4
NF
4
Nikulski Financial
Iowa
$3.01M
5
LPT
5
Legacy Private Trust
Wisconsin
$25.4M

Top Sellers

1
PCMC
1
Paragon Capital Management (Colorado)
Colorado
$0
2
BJ
2
Brouwer & Janachowski
California
$0
3
LMIM
3
Lockheed Martin Investment Management
Maryland
$0
4
JCM
4
Janney Capital Management
Pennsylvania
$22.8M
5
MIH
5
Madison Investment Holdings
Wisconsin
$15.5M
Name Market Value Shares Shares
Change 		Shares
Change %
EWF
101
Epstein & White Financial
California
$238K 7,408 +19 +0.3%
CWM
102
Cornerstone Wealth Management
Missouri
$228K 36,687 +4,605 +14%
CAL
103
Capital Advisors Ltd
Ohio
$222K 6,919 – –
PAS
104
Partnervest Advisory Services
California
$219K 6,806 -732 -10%
SWA
105
Stratos Wealth Advisors
Ohio
$219K 6,814 +6,814 New
WAM
106
Wealthspire Advisors (Maryland)
Maryland
$205K 6,390 +16 +0.3%
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$182K 5,672 +1,555 +38%
Citigroup
108
Citigroup
New York
$162K 5,050 – –
AA
109
Advisory Alpha
Michigan
$141K 4,350 +4,350 New
CIR
110
Clear Investment Research
Georgia
$89K 2,773 – –
VFA
111
Valeo Financial Advisors
Indiana
$85K 2,640 – –
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77K 2,395 -425 -15%
TSW
113
Thompson Siegel & Walmsley
Virginia
$69K 2,150 +2,150 New
CAC
114
Certified Advisory Corp
Florida
$67K 2,080 – –
NFG
115
Next Financial Group
Texas
$64K 1,977 -29,521 -94%
CFGS
116
Concourse Financial Group Securities
Alabama
$64K 2,013 -928 -32%
AC
117
Avestar Capital
New York
$64K 2,000 – –
NFH
118
NEXT Financial Holdings
Texas
$64K 1,977 +1,977 New
HFM
119
Hartford Financial Management
Connecticut
$63K 1,971 – –
LF
120
Lee Financial
Texas
$55K 1,720 +1,720 New
FCA
121
FinTrust Capital Advisors
South Carolina
$54K 1,693 – –
AIC
122
Archer Investment Corporation
Indiana
$53K 1,641 – –
PCA
123
Providence Capital Advisors
North Carolina
$49K 1,515 -1,040 -41%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$47K 965 +615 +176%
GRP
125
Global Retirement Partners
California
$46K 1,428 – –
3 4
5
6 7