SPHQ icon

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 %
WWM
176
Windsor Wealth Management
Indiana
$220K +$220K +5,233 New
D
177
Diversified
Delaware
$220K +$220K +5,682 New
VFA
178
Valeo Financial Advisors
Indiana
$213K +$52.1K +1,236 +32%
SMG
179
Smart Money Group
Texas
$208K -$40.2K -957 -16%
MWM
180
Maltin Wealth Management
New Jersey
$208K +$208K +4,943 New
WCM
181
WealthBridge Capital Management
Ohio
$205K +$205K +4,870 New
CW
182
CreativeOne Wealth
Kansas
$201K +$201K +4,779 New
MCC
183
Money Concepts Capital
Florida
$200K +$200K +4,753 New
ACA
184
Aptus Capital Advisors
Alabama
$192K +$61.5K +1,463 +47%
PFBT
185
Parkside Financial Bank & Trust
Missouri
$182K – – –
EWA
186
EP Wealth Advisors
California
$182K +$182K +4,329 New
GEA
187
Glen Eagle Advisors
New Jersey
$171K +$14.5K +344 +9%
HIM
188
HawsGoodwin Investment Management
Tennessee
$162K +$162K +3,840 New
CFB
189
Cullen/Frost Bankers
Texas
$160K +$44.3K +1,052 +38%
BAM
190
Belpointe Asset Management
Nevada
$152K +$152K +3,600 New
SFSIG
191
San Francisco Sentry Investment Group
California
$148K – – –
LFG
192
Larson Financial Group
Missouri
$147K +$141K +3,347 +2,536%
RA
193
Reby Advisors
Connecticut
$117K +$117K +2,789 New
CF
194
Centaurus Financial
California
$113K +$113K +2,694 New
Franklin Resources
195
Franklin Resources
California
$105K – – –
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$105K +$4.01K +95 +4%
AIC
197
Ayalon Insurance Company
Israel
$93K +$67.3K +1,595 +261%
HFS
198
Hantz Financial Services
Michigan
$89K +$89K +2,106 New
CFGS
199
Concourse Financial Group Securities
Alabama
$84K – – –
HFM
200
Hartford Financial Management
Connecticut
$83K – – –
6 7
8
9 10