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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

187 hedge funds and large institutions have $728M invested in Invesco S&P 500 Quality ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 31 closing their positions.

Holders
187
Holders Change
-2
Holders Change %
-1.06%
% of All Funds
4.13%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.24%
New
32
Increased
55
Reduced
72
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$42.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$37.9M
3
RBCM
3
Raub Brock Capital Management
California
$12.6M
4
ECM
4
Evergreen Capital Management
Washington
$12M
5
EH
5
Equitable Holdings
New York
$11.9M

Top Sellers

1
SCA
1
Stuart Chaussee & Associates
California
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.7M
3
PAS
3
Park Avenue Securities
New York
$275K
4
PFG
4
Pacific Financial Group
Washington
$1.97M
5
QI
5
QS Investors
New York
$25.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CAL
101
Capital Advisors Ltd
Ohio
$386K 12,908 +12,300 +2,023%
BB
102
Bell Bank
North Dakota
$383K 12,803 +3,045 +31%
EVM
103
Eaton Vance Management
Massachusetts
$363K 12,142 -1,610 -12%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$361K 12,066 +8,316 +222%
VWA
105
Visionary Wealth Advisors
Illinois
$358K 11,972 +4,028 +51%
WC
106
Waterloo Capital
Texas
$352K 11,769 +11,769 New
GAM
107
GQ Asset Management
New York
$351K 11,741 -2,528 -18%
AWM
108
Altium Wealth Management
New York
$347K 11,583 -1,078 -9%
AWM
109
AE Wealth Management
Kansas
$345K 11,538 -2,504 -18%
HPC
110
HM Payson & Co
Maine
$344K 11,492 +1,045 +10%
SL
111
Salomon & Ludwin
Virginia
$331K 11,071 -2,309 -17%
Bank of New York Mellon
112
Bank of New York Mellon
New York
$329K 11,007 -1,779 -14%
HIM
113
HawsGoodwin Investment Management
Tennessee
$328K 10,946 +7,106 +185%
RJA
114
Raymond James & Associates
Florida
$323K 10,781 -645 -6%
FA
115
FCG Advisors
New Jersey
$308K 10,288 -1,182 -10%
WAS
116
Wealth Advisory Solutions
Indiana
$307K 10,256 +10,256 New
MPWT
117
MassMutual Private Wealth & Trust
Connecticut
$305K 10,201 +9,972 +4,355%
LIM
118
Leavell Investment Management
Alabama
$299K 10,000 – –
FHA
119
Flagship Harbor Advisors
Massachusetts
$293K 9,780 -4,593 -32%
Creative Planning
120
Creative Planning
Kansas
$293K 9,799 -1,032 -10%
WWM
121
Windsor Wealth Management
Indiana
$287K 9,581 – –
NA
122
NewEdge Advisors
Louisiana
$285K 9,526 -48,224 -84%
AAS
123
Avantax Advisory Services
Texas
$281K 9,395 +483 +5%
PAS
124
Park Avenue Securities
New York
$275K 9,192 -1,263,597 -99%
SS
125
Simplicity Solutions
Minnesota
$268K 8,966 +1,343 +18%
3 4
5
6 7