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

Top Sellers

1
BlackRock
BlackRock
New York
$4K
2
BFEC
Benjamin F. Edwards & Company
Missouri
$0
3
Stifel Financial
Stifel Financial
Missouri
$1.49M
4
CIM
Confluence Investment Management
Missouri
$0
5
FTS
Fifth Third Securities
Ohio
$568K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
126
Park Avenue Securities
New York
$427K +$33.8K +873 +9%
TPA
127
Trivium Point Advisory
Connecticut
$425K +$425K +11,000 New
PFT
128
Providence First Trust
Arizona
$423K +$423K +10,952 New
AWM
129
Altium Wealth Management
New York
$420K – – –
CIAS
130
Capital Investment Advisory Services
North Carolina
$417K – – –
NL
131
NWAM LLC
Washington
$403K +$10.8K +280 +3%
PTC
132
Private Trust Company
Ohio
$401K +$116K +2,996 +41%
FA
133
FCG Advisors
New Jersey
$399K +$618 +16 +0.2%
CWM
134
Cedar Wealth Management
California
$397K +$397K +10,260 New
LIM
135
Leavell Investment Management
Alabama
$387K – – –
MWM
136
Mission Wealth Management
California
$382K -$5.11K -132 -1%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$368K +$25.1K +650 +7%
EVM
138
Eaton Vance Management
Massachusetts
$341K -$148K -3,832 -30%
Creative Planning
139
Creative Planning
Kansas
$340K -$15.5K -402 -4%
NWP
140
Northstar Wealth Partners
Connecticut
$330K +$19K +493 +6%
LWMM
141
Legacy Wealth Management (Mississippi)
Mississippi
$329K – – –
SL
142
Salomon & Ludwin
Virginia
$320K – – –
ASN
143
Advisory Services Network
Georgia
$317K – – –
OMC
144
Old Mission Capital
Illinois
$313K +$313K +8,085 New
WANY
145
Wealthspire Advisors (New York)
New York
$309K – – –
AAM
146
Augustine Asset Management
Florida
$298K +$37.9K +979 +15%
EWF
147
Epstein & White Financial
California
$294K +$1.12K +29 +0.4%
KeyBank National Association
148
KeyBank National Association
Ohio
$291K +$291K +7,520 New
SWA
149
Stratos Wealth Advisors
Ohio
$290K +$348 +9 +0.1%
CCA
150
Clearwater Capital Advisors
Illinois
$284K – – –
4 5
6
7 8