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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

212 hedge funds and large institutions have $1.13B invested in Invesco S&P 500 Quality ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+6
Holders Change %
+2.91%
% of All Funds
4.29%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.24%
New
26
Increased
79
Reduced
64
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$58.6M
2
Bank of America
2
Bank of America
North Carolina
$141M
3
LPL Financial
3
LPL Financial
California
$64.4M
4
FHC
4
First Heartland Consultants
Missouri
$8.56M
5
TRCT
5
Tower Research Capital (TRC)
New York
$7.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$4K
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$1.49M
4
CIM
4
Confluence Investment Management
Missouri
$0
5
FTS
5
Fifth Third Securities
Ohio
$568K
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
101
Dynamic Advisor Solutions
Arizona
$812K +$347K +8,989 +75%
ACM
102
Armbruster Capital Management
New York
$793K -$54.1K -1,400 -6%
PIA
103
Perennial Investment Advisors
California
$789K -$31.5K -813 -4%
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$787K +$486K +12,563 +161%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$766K +$542K +14,023 +242%
SFPG
106
Stonebridge Financial Planning Group
Florida
$760K -$16.8K -421 -2%
DBRC
107
D.B. Root & Company
Pennsylvania
$745K +$3.28K +85 +0.4%
SVCP
108
Silicon Valley Capital Partners
California
$722K -$4.02K -104 -0.6%
Mariner
109
Mariner
Kansas
$701K – – –
HCP
110
Holt Capital Partners
Texas
$659K – – –
UCFA
111
United Capital Financial Advisors
Texas
$640K -$297K -7,684 -32%
CAL
112
Capital Advisors Ltd
Ohio
$637K +$18.4K +475 +3%
SA
113
Strategic Advisors
New York
$635K +$6.31K +162 +1%
GLA
114
Good Life Advisors
Pennsylvania
$629K +$127K +3,280 +25%
SPC
115
Sigma Planning Corp
Michigan
$619K +$619K +16,010 New
FTS
116
Fifth Third Securities
Ohio
$568K -$6.74M -174,450 -92%
WAM
117
Wealthspire Advisors (Maryland)
Maryland
$563K +$310K +8,024 +123%
JWCA
118
J.W. Cole Advisors
Florida
$559K -$1.1M -28,574 -66%
AMCA
119
Arthur M. Cohen & Associates
Illinois
$545K – – –
Northern Trust
120
Northern Trust
Illinois
$523K -$106K -2,751 -17%
BB
121
Bell Bank
North Dakota
$495K – – –
VR
122
Viridian RIA
Washington
$456K +$456K +11,800 New
RJA
123
Raymond James & Associates
Florida
$450K +$18.1K +468 +4%
HPC
124
HM Payson & Co
Maine
$449K – – –
GWM
125
Geneos Wealth Management
Colorado
$448K +$49.9K +1,320 +13%
3 4
5
6 7