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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

236 hedge funds and large institutions have $1.32B invested in Invesco S&P 500 Quality ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+4
Holders Change %
+1.72%
% of All Funds
4.16%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
25
Increased
98
Reduced
76
Closed
20
Calls
$217K
Puts
–
Net Calls
+$217K
Net Calls Change
+$217K

Top Buyers

1
MCC
Money Concepts Capital
Florida
$14.3M
2
Morgan Stanley
Morgan Stanley
New York
$44.3M
3
GI
Glovista Investments
New Jersey
$11.9M
4
Invesco
Invesco
Georgia
$9.4M
5
MAM
Madison Asset Management
Wisconsin
$28.6M

Top Sellers

1
QA
Quantitative Advantage
Minnesota
$0
2
Ameriprise
Ameriprise
Minnesota
$51.7M
3
FHC
First Heartland Consultants
Missouri
$0
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
$0
5
RBCM
Raub Brock Capital Management
California
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
176
Valeo Financial Advisors
Indiana
$224K +$177 +4 +0.1%
MWM
177
Maltin Wealth Management
New Jersey
$219K +$89 +2 +0%
CW
178
CreativeOne Wealth
Kansas
$218K +$6.03K +136 +3%
SMG
179
Smart Money Group
Texas
$217K -$2.62K -59 -1%
WCM
180
WealthBridge Capital Management
Ohio
$216K – – –
TSS
181
Two Sigma Securities
New York
$212K +$212K +4,774 New
Bank of New York Mellon
182
Bank of New York Mellon
New York
$211K -$93.4K -2,105 -31%
EWA
183
EP Wealth Advisors
California
$207K +$15.1K +340 +8%
ACA
184
Aptus Capital Advisors
Alabama
$203K – – –
GEA
185
Glen Eagle Advisors
New Jersey
$203K +$22.3K +503 +12%
PFBT
186
Parkside Financial Bank & Trust
Missouri
$192K – – –
GTAM
187
Global Trust Asset Management
Florida
$191K +$191K +4,300 New
CFB
188
Cullen/Frost Bankers
Texas
$168K – – –
SFSIG
189
San Francisco Sentry Investment Group
California
$155K – – –
AIM
190
Axiom Investment Management
New York
$154K +$150K +3,416 +4,067%
TFGT
191
TS Financial Group (TSFG)
Illinois
$131K +$63K +1,416 +93%
Franklin Resources
192
Franklin Resources
California
$111K – – –
BAM
193
Belpointe Asset Management
Nevada
$104K -$56K -1,260 -35%
MA
194
MUFG Americas
New York
$101K +$101K +2,276 New
MPWT
195
MassMutual Private Wealth & Trust
Connecticut
$87K -$23.3K -526 -21%
HFM
196
Hartford Financial Management
Connecticut
$87K – – –
CFGS
197
Concourse Financial Group Securities
Alabama
$84K -$4.21K -95 -5%
APA
198
American Portfolios Advisors
New York
$77.2K – – –
AF
199
Advisornet Financial
Minnesota
$75K +$311 +7 +0.4%
KFI
200
Key Financial Inc
Pennsylvania
$74K +$13.7K +310 +23%
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8
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