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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 %
AF
201
Affiance Financial
Minnesota
$29K – – –
AIC
202
Ayalon Insurance Company
Israel
$23K +$7.84K +208 +52%
BWM
203
BNC Wealth Management
Oregon
$21K +$21K +550 New
JPMorgan Chase & Co
204
JPMorgan Chase & Co
New York
$20K – – –
RWA
205
Ropes Wealth Advisors
Massachusetts
$19K – – –
WT
206
Washington Trust
Rhode Island
$16K – – –
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.3K – – –
PFGIA
208
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
PCFFS
209
Pacific Center for Financial Services
California
$11K – – –
IRC
210
Investors Research Corp
Georgia
$11K +$4.69K +116 +74%
LFG
211
Larson Financial Group
Missouri
$5K +$5K +132 New
BlackRock
212
BlackRock
New York
$4K -$17.1M -457,317 -100%
BFEC
213
Benjamin F. Edwards & Company
Missouri
– -$13.7M -388,208 Closed
CIM
214
Confluence Investment Management
Missouri
– -$7.86M -221,844 Closed
RAM
215
Riggs Asset Management
Pennsylvania
– -$2.18M -61,604 Closed
DC
216
Davenport & Co
Virginia
– -$1.54M -43,487 Closed
IWM
217
IHT Wealth Management
Illinois
– -$761K -21,501 Closed
BEI
218
Benjamin Edwards Inc
Missouri
– -$592K -16,731 Closed
VWA
219
Visionary Wealth Advisors
Illinois
– -$490K -13,850 Closed
Susquehanna International Group
220
Susquehanna International Group
Pennsylvania
– -$487K -13,746 Closed
M&T Bank
221
M&T Bank
New York
– -$471K -13,290 Closed
Citadel Advisors
222
Citadel Advisors
Florida
– -$435K -12,280 Closed
Millennium Management
223
Millennium Management
New York
– -$349K -9,853 Closed
CCFM
224
Clear Creek Financial Management
Washington
– -$296K -8,368 Closed
B
225
Bridgeworth
Alabama
– -$226K -6,385 Closed
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9
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