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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

232 hedge funds and large institutions have $1.26B invested in Invesco S&P 500 Quality ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 84 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+20
Holders Change %
+9.43%
% of All Funds
4.12%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
45
Increased
84
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$87.2M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$36.4M
3
Bank of America
3
Bank of America
North Carolina
$162M
4
CAN
4
Cetera Advisor Networks
California
$8.73M
5
FHC
5
First Heartland Consultants
Missouri
$13.6M

Top Sellers

1
MAM
1
Madison Asset Management
Wisconsin
$18.9M
2
MWM
2
Merriman Wealth Management
Washington
$6.23M
3
TRCT
3
Tower Research Capital (TRC)
New York
$3K
4
PFG
4
Pacific Financial Group
Washington
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWBC
101
J.W. Burns & Co
New York
$1.14M -$1.26K -30 -0.1%
SIA
102
Strategic Investment Advisors
Michigan
$1.03M -$2.42M -57,595 -70%
MIAN
103
Mariner Independent Advisor Network
Kansas
$1.03M +$1.03M +24,330 New
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$946K +$88.9K +2,110 +10%
PFT
105
Providence First Trust
Arizona
$847K +$386K +9,153 +84%
Mariner
106
Mariner
Kansas
$827K +$63.5K +1,507 +8%
SFPG
107
Stonebridge Financial Planning Group
Florida
$803K – – –
SVCP
108
Silicon Valley Capital Partners
California
$789K +$2.74K +65 +0.3%
DBRC
109
D.B. Root & Company
Pennsylvania
$774K -$37.8K -899 -5%
HCP
110
Holt Capital Partners
Texas
$762K +$44.3K +1,052 +6%
GWM
111
Geneos Wealth Management
Colorado
$713K +$188K +4,257 +36%
ACM
112
Armbruster Capital Management
New York
$696K -$168K -4,000 -19%
HC
113
Hoese & Co
Minnesota
$694K +$694K +16,585 New
CAL
114
Capital Advisors Ltd
Ohio
$691K -$2.31K -55 -0.3%
UCFA
115
United Capital Financial Advisors
Texas
$664K -$33.3K -791 -5%
PIA
116
Perennial Investment Advisors
California
$651K -$208K -4,934 -24%
BWM
117
BCGM Wealth Management
Indiana
$631K +$631K +14,241 New
WANY
118
Wealthspire Advisors (New York)
New York
$615K +$278K +6,596 +82%
AMCA
119
Arthur M. Cohen & Associates
Illinois
$593K – – –
SA
120
Strategic Advisors
New York
$581K -$115K -2,695 -17%
Northern Trust
121
Northern Trust
Illinois
$570K – – –
1WM
122
1900 Wealth Management
Texas
$569K +$569K +13,501 New
SKK
123
Shepherd Kaplan Krochuk
Massachusetts
$569K +$569K +13,511 New
FA
124
Faithward Advisors
Pennsylvania
$560K -$1.42M -33,792 -72%
RJA
125
Raymond James & Associates
Florida
$551K +$61.2K +1,453 +12%
3 4
5
6 7