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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

236 hedge funds and large institutions have $1.32B invested in Invesco S&P 500 Quality ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 76 reducing their positions, and 20 closing their positions.

Holders
236
Holders Change
+4
Holders Change %
+1.72%
% of All Funds
4.16%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
25
Increased
98
Reduced
76
Closed
20
Calls
$217K
Puts
–
Net Calls
+$217K
Net Calls Change
+$217K

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$14.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$44.3M
3
GI
3
Glovista Investments
New Jersey
$11.9M
4
Invesco
4
Invesco
Georgia
$9.4M
5
MAM
5
Madison Asset Management
Wisconsin
$28.6M

Top Sellers

1
QA
1
Quantitative Advantage
Minnesota
$0
2
Ameriprise
2
Ameriprise
Minnesota
$51.7M
3
FHC
3
First Heartland Consultants
Missouri
$0
4
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$0
5
RBCM
5
Raub Brock Capital Management
California
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
126
SevenOneSeven Capital Management
Pennsylvania
$517K -$1.77K -40 -0.3%
PCM
127
Parsons Capital Management
Rhode Island
$513K +$513K +11,569 New
CIAS
128
Capital Investment Advisory Services
North Carolina
$495K +$44.5K +1,002 +10%
TPA
129
Trivium Point Advisory
Connecticut
$488K – – –
CAC
130
Certified Advisory Corp
Florida
$479K +$479K +10,806 New
AWM
131
Altium Wealth Management
New York
$475K -$3.59K -81 -0.7%
EVM
132
Eaton Vance Management
Massachusetts
$474K +$22.8K +514 +5%
Creative Planning
133
Creative Planning
Kansas
$472K +$82.1K +1,853 +21%
KeyBank National Association
134
KeyBank National Association
Ohio
$472K +$188K +4,236 +66%
NL
135
NWAM LLC
Washington
$462K – – –
JPMorgan Chase & Co
136
JPMorgan Chase & Co
New York
$461K +$461K +10,400 New
LIM
137
Leavell Investment Management
Alabama
$443K – – –
MWM
138
Mission Wealth Management
California
$436K -$76.7K -1,731 -15%
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$419K -$3.23K -73 -0.8%
ACM
140
Armbruster Capital Management
New York
$418K -$315K -7,100 -43%
SPC
141
Sigma Planning Corp
Michigan
$409K +$78K +1,759 +24%
AAM
142
Augustine Asset Management
Florida
$365K +$45.5K +1,026 +14%
APP
143
Avantax Planning Partners
Iowa
$353K +$14.5K +326 +4%
SL
144
Salomon & Ludwin
Virginia
$345K -$28.3K -640 -8%
EWF
145
Epstein & White Financial
California
$340K +$931 +21 +0.3%
SWA
146
Stratos Wealth Advisors
Ohio
$333K +$399 +9 +0.1%
Jane Street
147
Jane Street
New York
$332K +$332K +7,486 New
LFG
148
Larson Financial Group
Missouri
$327K +$173K +3,890 +112%
PA
149
Pinnacle Associates
New York
$318K +$40.1K +905 +14%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$302K -$6.42K -145 -2%
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6
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