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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 %
VFA
201
Valeo Financial Advisors
Indiana
$210K -$35.2K -726 -14%
PFBT
202
Parkside Financial Bank & Trust
Missouri
$210K – – –
BSW
203
Buckingham Strategic Wealth
Missouri
$210K +$210K +4,321 New
D
204
Diversified
Delaware
$209K -$22.9K -471 -10%
ANTB
205
AMG National Trust Bank
Colorado
$209K – – –
RPCA
206
Running Point Capital Advisors
California
$209K +$209K +4,306 New
Bank of New York Mellon
207
Bank of New York Mellon
New York
$205K – – –
B
208
Bridgeworth
Alabama
$201K -$5.92K -122 -3%
AWA
209
Arkadios Wealth Advisors
Georgia
$188K +$142K +2,940 +311%
HIM
210
HawsGoodwin Investment Management
Tennessee
$186K – – –
CFB
211
Cullen/Frost Bankers
Texas
$184K – – –
TFGT
212
TS Financial Group (TSFG)
Illinois
$160K -$3.75K -77 -2%
ACA
213
Aptus Capital Advisors
Alabama
$151K -$71.1K -1,463 -32%
IRC
214
Investors Research Corp
Georgia
$146K +$39.3K +809 +37%
KFI
215
Key Financial Inc
Pennsylvania
$144K +$9.26K +190 +7%
S
216
SignatureFD
Georgia
$139K – – –
MA
217
MUFG Americas
New York
$111K – – –
SWM
218
Spire Wealth Management
Virginia
$107K +$97.3K +2,000 +1,000%
HNB
219
Huntington National Bank
Ohio
$106K -$13K – –
SC
220
Solstein Capital
California
$97K -$72.6K -1,500 -43%
HFM
221
Hartford Financial Management
Connecticut
$96K – – –
Koshinski Asset Management
222
Koshinski Asset Management
Illinois
$94.3K +$94.3K +1,942 New
APA
223
American Portfolios Advisors
New York
$93.5K +$4.22K +87 +5%
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$81K +$8.14K +167 +11%
SPIA
225
Steward Partners Investment Advisory
New York
$74K – – –
7 8
9
10 11