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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 %
DA
201
DCM Advisors
New York
$76K +$76K +1,802 New
APA
202
American Portfolios Advisors
New York
$73.3K -$13.7K -325 -16%
AF
203
Advisornet Financial
Minnesota
$71K +$253 +6 +0.4%
TFGT
204
TS Financial Group (TSFG)
Illinois
$64K – – –
VNA
205
Valley National Advisers
Pennsylvania
$59K +$23.1K +550 +64%
GRP
206
Global Retirement Partners
California
$57K – – –
KFI
207
Key Financial Inc
Pennsylvania
$57K +$57K +1,360 New
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$50K – – –
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$47K – – –
SPIA
210
Steward Partners Investment Advisory
New York
$46K – – –
SNT
211
Security National Trust
West Virginia
$43K – – –
LF
212
Lee Financial
Texas
$41K – – –
HFS
213
HBC Financial Services
Washington
$40K – – –
SCA
214
Stuart Chaussee & Associates
California
$39K – – –
AF
215
Affiance Financial
Minnesota
$31K – – –
AWM
216
Avior Wealth Management
Nebraska
$24K +$24K +588 New
IRC
217
Investors Research Corp
Georgia
$22K +$10.5K +247 +91%
RWA
218
Ropes Wealth Advisors
Massachusetts
$21K – – –
HNB
219
Huntington National Bank
Ohio
$19K -$36K – –
WT
220
Washington Trust
Rhode Island
$17K – – –
CAL
221
Capital Analysts LLC
Pennsylvania
$17K +$17K +400 New
FDCDDQ
222
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.6K – – –
PFGIA
223
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$2.06K +50 +16%
PCFFS
224
Pacific Center for Financial Services
California
$12K – – –
SIAG
225
Safeguard Investment Advisory Group
California
$11K +$11K +267 New
7 8
9
10 11