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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 %
Baird Financial Group
151
Baird Financial Group
Wisconsin
$269K -$2.9K -75 -1%
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$255K +$255K +6,589 New
Bank of New York Mellon
153
Bank of New York Mellon
New York
$248K -$86.2K -2,231 -26%
PWM
154
Perigon Wealth Management
California
$245K – – –
PPP
155
Private Portfolio Partners
New Jersey
$241K -$4.45K -115 -2%
BF
156
BOK Financial
Oklahoma
$231K – – –
AFP
157
Ausdal Financial Partners
Iowa
$231K +$231K +5,983 New
SMG
158
Smart Money Group
Texas
$228K -$141K -3,647 -38%
PA
159
Pinnacle Associates
New York
$226K – – –
RICHC
160
Renaissance Investment Consultants Holding Company
Pennsylvania
$226K +$756 +19 +0.3%
SAM
161
Silvercrest Asset Management
New York
$215K +$215K +5,571 New
WWM
162
WJ Wealth Management
Arizona
$214K -$353K -9,125 -62%
AWM
163
AE Wealth Management
Kansas
$213K -$6.5K -168 -3%
NL
164
NVWM LLC
Pennsylvania
$211K – – –
SPP
165
Single Point Partners
Massachusetts
$210K +$210K +5,439 New
CIR
166
Clear Investment Research
Georgia
$207K +$12.9K +333 +7%
CG
167
CFO4Life Group
Texas
$206K +$206K +5,325 New
BC
168
Burney Company
Virginia
$206K +$206K +5,340 New
Citigroup
169
Citigroup
New York
$205K -$25.1K -650 -11%
CS
170
Credit Suisse
Switzerland
$203K +$203K +5,260 New
FHA
171
Flagship Harbor Advisors
Massachusetts
$177K -$65.7K -1,705 -27%
AA
172
Advisory Alpha
Michigan
$171K +$171K +4,350 New
PFBT
173
Parkside Financial Bank & Trust
Missouri
$167K – – –
VFA
174
Valeo Financial Advisors
Indiana
$148K +$39 +1 +0%
GEA
175
Glen Eagle Advisors
New Jersey
$144K +$24.9K +643 +21%
5 6
7
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