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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

157 hedge funds and large institutions have $760M invested in Invesco S&P 500 Quality ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 64 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+15
Holders Change %
+10.56%
% of All Funds
3.45%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
24
Increased
64
Reduced
40
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$86.4M
2
JCM
2
Janney Capital Management
Pennsylvania
$33.1M
3
GI
3
Glovista Investments
New Jersey
$7.49M
4
CS
4
Credit Suisse
Switzerland
$7.57M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.52M

Top Sellers

1
Lido Advisors
1
Lido Advisors
California
$14.9M
2
Ameriprise
2
Ameriprise
Minnesota
$11.8M
3
US Bancorp
3
US Bancorp
Minnesota
$199K
4
GCA
4
Greenwood Capital Associates
South Carolina
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
AE Wealth Management
Kansas
$275K -$966K -28,751 -78%
KIC
102
Keating Investment Counselors
Florida
$268K -$107K -3,200 -29%
ASN
103
Advisory Services Network
Georgia
$266K – – –
EWF
104
Epstein & White Financial
California
$251K +$1.21K +36 +0.5%
CFD
105
Creative Financial Designs
Indiana
$249K -$169K -5,200 -40%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$240K -$31.9K -951 -12%
AAM
107
Augustine Asset Management
Florida
$230K -$3.01K -90 -1%
B
108
Bridgeworth
Alabama
$221K -$37.5K -1,116 -15%
SWA
109
Stratos Wealth Advisors
Ohio
$221K +$336 +10 +0.2%
WAM
110
Wealthspire Advisors (Maryland)
Maryland
$216K +$1.04K +31 +0.5%
NWP
111
Northstar Wealth Partners
Connecticut
$207K +$207K +6,164 New
PPP
112
Private Portfolio Partners
New Jersey
$204K – – –
BF
113
BOK Financial
Oklahoma
$200K +$200K +5,966 New
US Bancorp
114
US Bancorp
Minnesota
$199K -$4.53M -135,614 -96%
Citigroup
115
Citigroup
New York
$173K – – –
AIM
116
Axiom Investment Management
New York
$153K +$102K +3,000 +200%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$152K +$21.9K +655 +17%
CIR
118
Clear Investment Research
Georgia
$150K – – –
AA
119
Advisory Alpha
Michigan
$143K +$143K +4,350 New
AP
120
Advisors Preferred
Maryland
$142K +$142K +5,214 New
CAN
121
Claraphi Advisory Network
United States
$132K +$132K +3,929 New
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$126K +$126K +3,750 New
JPMorgan Chase & Co
123
JPMorgan Chase & Co
New York
$109K -$8.36K -250 -7%
ACA
124
Aptus Capital Advisors
Alabama
$104K +$104K +3,106 New
VFA
125
Valeo Financial Advisors
Indiana
$89K – – –
3 4
5
6 7