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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 %
ACA
151
Aptus Capital Advisors
Alabama
$113K – – –
S
152
SignatureFD
Georgia
$96K +$96K +2,635 New
SFSIG
153
San Francisco Sentry Investment Group
California
$95K – – –
CFGS
154
Concourse Financial Group Securities
Alabama
$85K +$85K +2,315 New
CAC
155
Certified Advisory Corp
Florida
$76K – – –
HFM
156
Hartford Financial Management
Connecticut
$72K – – –
HFS
157
HBC Financial Services
Washington
$67K +$67K +1,840 New
LF
158
Lee Financial
Texas
$63K – – –
FCA
159
FinTrust Capital Advisors
South Carolina
$62K – – –
AF
160
Advisornet Financial
Minnesota
$62K +$256 +7 +0.4%
FDCDDQ
161
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62K -$7.31K -200 -11%
AIC
162
Archer Investment Corporation
Indiana
$60K – – –
RIA
163
Realta Investment Advisors
Delaware
$54K +$10.7K +300 +25%
SF
164
Synovus Financial
Georgia
$53K – – –
GRP
165
Global Retirement Partners
California
$50K -$2.62K -71 -5%
RMAM
166
Raab & Moskowitz Asset Management
New Jersey
$48K +$48K +1,315 New
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$47K – – –
SPIA
168
Steward Partners Investment Advisory
New York
$40K – – –
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$37K – – –
VNA
170
Valley National Advisers
Pennsylvania
$31K – – –
AF
171
Affiance Financial
Minnesota
$27K +$27K +740 New
TCWM
172
Total Clarity Wealth Management
Illinois
$24K +$24K +644 New
CAL
173
Capital Advisors Ltd
Ohio
$22K – – –
GEA
174
Glen Eagle Advisors
New Jersey
$20.8K +$37 +1 +0.2%
RWA
175
Ropes Wealth Advisors
Massachusetts
$18K -$2.14K -58 -11%
5 6
7
8 9