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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 %
Baird Financial Group
151
Baird Financial Group
Wisconsin
$293K – – –
Bank of New York Mellon
152
Bank of New York Mellon
New York
$289K +$18.7K +445 +7%
CCA
153
Clearwater Capital Advisors
Illinois
$287K -$22.8K -540 -7%
PPP
154
Private Portfolio Partners
New Jersey
$279K +$15.9K +378 +6%
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$277K – – –
KeyBank National Association
156
KeyBank National Association
Ohio
$270K -$46.3K -1,101 -15%
RWA
157
RGT Wealth Advisors
Texas
$270K +$270K +6,402 New
WWM
158
WJ Wealth Management
Arizona
$265K +$32.6K +775 +14%
PA
159
Pinnacle Associates
New York
$264K +$17.7K +419 +7%
GGS
160
Galvin Gaustad & Stein
Arizona
$264K +$264K +6,258 New
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
$261K +$261K +6,201 New
PWM
162
Perigon Wealth Management
California
$252K -$14.3K -341 -5%
BF
163
BOK Financial
Oklahoma
$251K – – –
AAMA
164
Advanced Asset Management Advisors
Ohio
$248K +$248K +5,895 New
AWM
165
AE Wealth Management
Kansas
$245K +$13.1K +312 +6%
HPC
166
HM Payson & Co
Maine
$236K -$252K -6,002 -52%
SAM
167
Silvercrest Asset Management
New York
$235K +$757 +18 +0.3%
NL
168
NVWM LLC
Pennsylvania
$230K – – –
SPP
169
Single Point Partners
Massachusetts
$227K -$1.98K -47 -0.9%
LWMG
170
Levy Wealth Management Group
Pennsylvania
$226K +$226K +5,379 New
CIR
171
Clear Investment Research
Georgia
$225K -$1.05K -25 -0.5%
BC
172
Burney Company
Virginia
$225K – – –
CG
173
CFO4Life Group
Texas
$224K – – –
TH
174
TCTC Holdings
Texas
$224K +$224K +5,308 New
Citigroup
175
Citigroup
New York
$223K – – –
5 6
7
8 9