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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

115 hedge funds and large institutions have $632M invested in Invesco S&P 500 Quality ETF in 2018 Q2 according to their latest regulatory filings, with 115 funds opening new positions, increasing their positions, reducing their positions, and 0 closing their positions.

Holders
115
Holders Change
+115
Holders Change %
–
% of All Funds
2.64%
Holding in Top 10
11
Holding in Top 10 Change
+11
Holding in Top 10 Change %
%
% of All Funds
0.25%
New
115
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
SFMG Wealth Advisors
Texas
$60.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$54.3M
3
Bank of America
3
Bank of America
North Carolina
$45M
4
PAS
4
Park Avenue Securities
New York
$43.5M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$42.8M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
1
SFMG Wealth Advisors
Texas
$60.3M 2,008,034 +2,008,034 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$54.3M 1,808,098 +1,808,098 New
Bank of America
3
Bank of America
North Carolina
$45M 1,500,418 +1,500,418 New
PAS
4
Park Avenue Securities
New York
$43.5M 1,444,688 +1,444,688 New
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$42.8M 1,426,460 +1,426,460 New
CWM
6
Cornerstone Wealth Management
Missouri
$31.8M 955,896 +955,896 New
EK
7
Evensky & Katz
Florida
$25.2M 839,673 +839,673 New
BJ
8
Brouwer & Janachowski
California
$24.4M 814,148 +814,148 New
MIH
9
Madison Investment Holdings
Wisconsin
$20.8M 693,098 +693,098 New
LPT
10
Legacy Private Trust
Wisconsin
$20.4M 681,384 +681,384 New
Morgan Stanley
11
Morgan Stanley
New York
$20M 667,466 +667,466 New
Wells Fargo
12
Wells Fargo
California
$19.6M 652,063 +652,063 New
Lido Advisors
13
Lido Advisors
California
$16.7M 557,604 +557,604 New
UBS Group
14
UBS Group
Switzerland
$16.2M 538,972 +538,972 New
RJA
15
Raymond James & Associates
Florida
$15.1M 502,879 +502,879 New
LPL Financial
16
LPL Financial
California
$14.6M 487,751 +487,751 New
LYV
17
Live Your Vision
Pennsylvania
$12.9M 418,927 +418,927 New
Ameriprise
18
Ameriprise
Minnesota
$11.4M 379,712 +379,712 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$10.8M 361,372 +361,372 New
PCM
20
Peak Capital Management
Colorado
$10.3M 343,438 +343,438 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$9.91M 330,148 +330,148 New
FAAS
22
First Allied Advisory Services
California
$9.36M 311,679 +311,679 New
MML Investors Services
23
MML Investors Services
Massachusetts
$7.66M 255,071 +255,071 New
CAG
24
Crestwood Advisors Group
Massachusetts
$6.69M 214,287 +214,287 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$6.6M 220,002 +220,002 New
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