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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 %
KWM
126
Kingsview Wealth Management
Oregon
$542K -$921K -21,869 -63%
BB
127
Bell Bank
North Dakota
$539K – – –
GI
128
Glovista Investments
New Jersey
$505K -$1.03M -24,368 -67%
VR
129
Viridian RIA
Washington
$497K – – –
SCM
130
SevenOneSeven Capital Management
Pennsylvania
$493K +$493K +11,712 New
MWM
131
Mission Wealth Management
California
$487K +$71.3K +1,694 +17%
PAS
132
Park Avenue Securities
New York
$479K +$14.5K +345 +3%
TPA
133
Trivium Point Advisory
Connecticut
$470K – – –
AWM
134
Altium Wealth Management
New York
$455K -$2.91K -69 -0.6%
NL
135
NWAM LLC
Washington
$439K – – –
CIAS
136
Capital Investment Advisory Services
North Carolina
$428K -$26.1K -620 -6%
EVM
137
Eaton Vance Management
Massachusetts
$428K +$56.7K +1,347 +15%
LIM
138
Leavell Investment Management
Alabama
$421K – – –
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$401K +$505 +12 +0.1%
LAM
140
LifePro Asset Management
California
$385K +$385K +9,138 New
Creative Planning
141
Creative Planning
Kansas
$371K +$337 +8 +0.1%
SL
142
Salomon & Ludwin
Virginia
$355K +$6.82K +162 +2%
ASN
143
Advisory Services Network
Georgia
$346K – – –
AFP
144
Ausdal Financial Partners
Iowa
$325K +$73K +1,734 +29%
EWF
145
Epstein & White Financial
California
$322K +$1.18K +28 +0.4%
APP
146
Avantax Planning Partners
Iowa
$321K +$321K +7,634 New
SWA
147
Stratos Wealth Advisors
Ohio
$316K +$505 +12 +0.2%
SPC
148
Sigma Planning Corp
Michigan
$314K -$359K -8,543 -53%
AAM
149
Augustine Asset Management
Florida
$303K -$21K -500 -6%
KAS
150
Kestra Advisory Services
Texas
$302K +$302K +7,210 New
4 5
6
7 8