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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

121 hedge funds and large institutions have $620M invested in Invesco S&P 500 Quality ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 12 closing their positions.

Holders
121
Holders Change
+6
Holders Change %
+5.22%
% of All Funds
2.77%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.23%
New
18
Increased
36
Reduced
42
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$8.71M
2
CS
2
Credit Suisse
Switzerland
$7.02M
3
KWM
3
Kingsview Wealth Management
Oregon
$1.66M
4
CAN
4
Cetera Advisor Networks
California
$4.99M
5
CA
5
Cetera Advisors
Colorado
$6.44M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$0
2
RJA
2
Raymond James & Associates
Florida
$7.61M
3
Wells Fargo
3
Wells Fargo
California
$13.8M
4
SAM
4
Stringer Asset Management
Tennessee
$464K
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$42.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
1
SFMG Wealth Advisors
Texas
$61.9M 2,015,388 +7,354 +0.4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$59.6M 1,818,565 +10,467 +0.6%
Bank of America
3
Bank of America
North Carolina
$49.5M 1,509,523 +9,105 +0.6%
PAS
4
Park Avenue Securities
New York
$46.7M 1,419,588 -25,100 -2%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$42.2M 1,285,228 -141,232 -10%
EK
6
Evensky & Katz
Florida
$28.2M 860,659 +20,986 +2%
BJ
7
Brouwer & Janachowski
California
$26.8M 818,434 +4,286 +0.5%
MIH
8
Madison Investment Holdings
Wisconsin
$22.9M 697,770 +4,672 +0.7%
Morgan Stanley
9
Morgan Stanley
New York
$22.5M 687,405 +19,939 +3%
LPT
10
Legacy Private Trust
Wisconsin
$21.4M 653,212 -28,172 -4%
UBS Group
11
UBS Group
Switzerland
$17.8M 541,974 +3,002 +0.6%
Lido Advisors
12
Lido Advisors
California
$16.9M 515,416 -42,188 -8%
LYV
13
Live Your Vision
Pennsylvania
$14M 425,326 +6,399 +2%
Wells Fargo
14
Wells Fargo
California
$13.8M 419,387 -232,676 -36%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$12.1M 368,664 +7,292 +2%
LPL Financial
16
LPL Financial
California
$11.9M 362,159 -125,592 -26%
Ameriprise
17
Ameriprise
Minnesota
$11.5M 349,694 -30,018 -8%
PCM
18
Peak Capital Management
Colorado
$10.5M 340,030 -3,408 -1%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$8.71M 265,470 +265,470 New
RJA
20
Raymond James & Associates
Florida
$7.61M 231,891 -270,988 -54%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$7.05M 215,064 -115,084 -35%
CAG
22
Crestwood Advisors Group
Massachusetts
$7.03M 214,446 +159 +0.1%
CS
23
Credit Suisse
Switzerland
$7.02M 213,990 +108,903 +104%
FAAS
24
First Allied Advisory Services
California
$6.94M 211,608 -100,071 -32%
CA
25
Cetera Advisors
Colorado
$6.44M 196,433 +38,309 +24%
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