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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 %
SFSIG
176
San Francisco Sentry Investment Group
California
$136K +$34.9K +900 +35%
ACA
177
Aptus Capital Advisors
Alabama
$120K – – –
CFB
178
Cullen/Frost Bankers
Texas
$106K – – –
Franklin Resources
179
Franklin Resources
California
$97K +$97K +2,500 New
PFS
180
Prospera Financial Services
Texas
$94K +$94K +2,420 New
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$93K +$2.8K +72 +3%
WCG
182
Weaver Consulting Group
California
$89K – – –
APA
183
American Portfolios Advisors
New York
$79.9K – – –
CFGS
184
Concourse Financial Group Securities
Alabama
$77K – – –
HFM
185
Hartford Financial Management
Connecticut
$76K – – –
AF
186
Advisornet Financial
Minnesota
$65K +$272 +7 +0.4%
AIC
187
Archer Investment Corporation
Indiana
$63.4K – – –
TFGT
188
TS Financial Group (TSFG)
Illinois
$59K +$33.5K +867 +131%
GRP
189
Global Retirement Partners
California
$52K – – –
Qube Research & Technologies (QRT)
190
Qube Research & Technologies (QRT)
United Kingdom
$51K +$51K +1,314 New
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$47K – – –
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$45K +$6.7K +175 +18%
SPIA
193
Steward Partners Investment Advisory
New York
$42K – – –
SNT
194
Security National Trust
West Virginia
$40K – – –
HFS
195
HBC Financial Services
Washington
$38K – – –
LF
196
Lee Financial
Texas
$38K – – –
AIM
197
Axiom Investment Management
New York
$38K +$38K +1,000 New
HNB
198
Huntington National Bank
Ohio
$36K – – –
SCA
199
Stuart Chaussee & Associates
California
$36K – – –
VNA
200
Valley National Advisers
Pennsylvania
$33K – – –
6 7
8
9 10