SPHQ icon

Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

189 hedge funds and large institutions have $1.01B invested in Invesco S&P 500 Quality ETF in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+32
Holders Change %
+20.38%
% of All Funds
3.73%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.24%
New
48
Increased
61
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QI
QS Investors
New York
$58.3M
2
SCA
Stuart Chaussee & Associates
California
$52.5M
3
PFG
Pacific Financial Group
Washington
$36.3M
4
BlackRock
BlackRock
New York
$16.7M
5
Lido Advisors
Lido Advisors
California
$15.8M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$38.3M
2
JCM
Janney Capital Management
Pennsylvania
$24.5M
3
CS
Credit Suisse
Switzerland
$0
4
Jane Street
Jane Street
New York
$0
5
CA
Cetera Advisors
Colorado
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWF
126
Epstein & White Financial
California
$275K +$1.25K +34 +0.5%
NWP
127
Northstar Wealth Partners
Connecticut
$269K +$44.4K +1,218 +20%
CFD
128
Creative Financial Designs
Indiana
$268K -$14.6K -396 -5%
AAM
129
Augustine Asset Management
Florida
$256K +$4.93K +135 +2%
Baird Financial Group
130
Baird Financial Group
Wisconsin
$255K -$6.63K -181 -3%
B
131
Bridgeworth
Alabama
$243K +$2.38K +65 +1%
SWA
132
Stratos Wealth Advisors
Ohio
$241K +$366 +10 +0.2%
WAM
133
Wealthspire Advisors (Maryland)
Maryland
$237K +$1.06K +29 +0.4%
PPP
134
Private Portfolio Partners
New Jersey
$232K +$9.86K +270 +4%
VC
135
Veracity Capital
Georgia
$219K +$219K +6,000 New
BF
136
BOK Financial
Oklahoma
$218K – – –
GAG
137
GM Advisory Group
New York
$216K +$216K +5,903 New
AIM
138
Axiom Investment Management
New York
$214K +$49.4K +1,350 +30%
PA
139
Pinnacle Associates
New York
$214K +$214K +5,848 New
PAS
140
Partnervest Advisory Services
California
$201K +$201K +5,499 New
GWM
141
Geneos Wealth Management
Colorado
$196K -$120K -3,266 -38%
Citigroup
142
Citigroup
New York
$185K -$3.66K -100 -2%
CIR
143
Clear Investment Research
Georgia
$163K – – –
AA
144
Advisory Alpha
Michigan
$162K – – –
US Bancorp
145
US Bancorp
Minnesota
$161K -$56.2K -1,541 -26%
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$158K -$8.24K -225 -5%
VFA
147
Valeo Financial Advisors
Indiana
$140K +$43.1K +1,175 +45%
HIM
148
HawsGoodwin Investment Management
Tennessee
$140K +$140K +3,840 New
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$137K – – –
JPMorgan Chase & Co
150
JPMorgan Chase & Co
New York
$119K – – –
4 5
6
7 8