SPHQ icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
GRP
126
Global Retirement Partners
California
$46K – – –
AF
127
Advisornet Financial
Minnesota
$45K +$45K +1,405 New
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$40K +$28.9K +905 +262%
IP
129
Intellectus Partners
California
$38K +$38K +1,188 New
Deutsche Bank
130
Deutsche Bank
Germany
$36K +$36K +1,145 New
RFC
131
Regions Financial Corp
Alabama
$35K +$20.2K +624 +137%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$32K – – –
IA
133
IFP Advisors
Florida
$18K -$1.19M -36,270 -99%
YWP
134
YorkBridge Wealth Partners
New York
$16K – – –
PA
135
Parallel Advisors
California
$11K +$3.06K +100 +38%
PFGIA
136
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
PCFFS
137
Pacific Center for Financial Services
California
$9K – – –
GSC
138
G&S Capital
Colorado
$8K – – –
RIA
139
Realta Investment Advisors
Delaware
$8K +$8K +258 New
MRCM
140
M&R Capital Management
New Jersey
$6K – – –
AIS
141
Accurate Investment Solutions
Pennsylvania
$6K – – –
BCI
142
Brinker Capital Investments
Pennsylvania
$5K +$5K +150 New
BHWM
143
Bay Harbor Wealth Management
Maryland
$4K +$4K +115 New
GEA
144
Glen Eagle Advisors
New Jersey
$3.44K +$386 +12 +13%
LWA
145
Lenox Wealth Advisors
New York
$2K – – –
CWA
146
Clarus Wealth Advisors
Arizona
$1K +$1K +27 New
LPWM
147
Lake Point Wealth Management
Texas
$1K +$1K +37 New
PCMC
148
Paragon Capital Management (Colorado)
Colorado
– -$34.1M -1,227,381 Closed
BJ
149
Brouwer & Janachowski
California
– -$23.3M -837,576 Closed
LMIM
150
Lockheed Martin Investment Management
Maryland
– -$10M -360,000 Closed
3 4 5
6
7