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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

257 hedge funds and large institutions have $1.64B invested in Invesco S&P 500 Quality ETF in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 100 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+4
Holders Change %
+1.58%
% of All Funds
4.51%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.23%
New
31
Increased
100
Reduced
66
Closed
20
Calls
$437K
Puts
–
Net Calls
+$437K
Net Calls Change
+$437K

Top Buyers

1
PCMC
Paragon Capital Management (Colorado)
Colorado
$56.6M
2
Wells Fargo
Wells Fargo
California
$65.9M
3
FSA
Financial Services Advisory
Maryland
$26M
4
MAM
Madison Asset Management
Wisconsin
$64.4M
5
QA
Quantitative Advantage
Minnesota
$18.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$54.1M
2
AIP
Almanack Investment Partners
Pennsylvania
$0
3
AWM
AE Wealth Management
Kansas
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$97.3M
5
Ameriprise
Ameriprise
Minnesota
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
176
BOK Financial
Oklahoma
$284K +$284K +5,845 New
PFGIA
177
Patriot Financial Group Insurance Agency
Massachusetts
$279K +$75.3K +1,552 +37%
PAS
178
Park Avenue Securities
New York
$277K +$8.9K +183 +3%
SAM
179
Silvercrest Asset Management
New York
$274K +$776 +16 +0.3%
CIBC Private Wealth Group
180
CIBC Private Wealth Group
Georgia
$270K +$1.46K +30 +0.5%
MWM
181
Maltin Wealth Management
New Jersey
$267K +$146 +3 +0.1%
NL
182
NVWM LLC
Pennsylvania
$265K – – –
BC
183
Burney Company
Virginia
$259K – – –
CG
184
CFO4Life Group
Texas
$259K – – –
WWM
185
Windsor Wealth Management
Indiana
$258K +$49 +1 +0%
GGS
186
Galvin Gaustad & Stein
Arizona
$256K -$48.4K -996 -16%
LWMG
187
Levy Wealth Management Group
Pennsylvania
$242K -$20K -411 -8%
VC
188
Vestor Capital
Illinois
$242K – – –
SMG
189
Smart Money Group
Texas
$239K -$217K -4,470 -48%
PFO
190
Pathstone Family Office
New Jersey
$237K – – –
CW
191
CreativeOne Wealth
Kansas
$232K +$145 +3 +0.1%
EWA
192
EP Wealth Advisors
California
$227K – – –
PCH
193
PGIM Custom Harvest
New Jersey
$224K +$224K +4,604 New
WANY
194
Wealthspire Advisors (New York)
New York
$223K +$727 +15 +0.3%
CIR
195
Clear Investment Research
Georgia
$221K +$292 +6 +0.1%
FHA
196
Flagship Harbor Advisors
Massachusetts
$218K – – –
SVCP
197
Silicon Valley Capital Partners
California
$214K -$31.9K -657 -13%
BAM
198
Belpointe Asset Management
Nevada
$214K +$48.4K +996 +29%
Citigroup
199
Citigroup
New York
$211K -$31.5K -650 -13%
AA
200
Advisory Alpha
Michigan
$211K – – –
6 7
8
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