BerganKDV Wealth Management LLC Invests $6.81 Million in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ)

BerganKDV Wealth Management LLC bought a new position in shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQGet Rating) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 136,533 shares of the company’s stock, valued at approximately $6,814,000. Invesco S&P 500 Quality ETF makes up about 0.7% of BerganKDV Wealth Management LLC’s holdings, making the stock its 26th biggest holding. BerganKDV Wealth Management LLC owned about 0.17% of Invesco S&P 500 Quality ETF as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the business. Pinnacle Associates Ltd. grew its holdings in shares of Invesco S&P 500 Quality ETF by 3.6% during the first quarter. Pinnacle Associates Ltd. now owns 7,427 shares of the company’s stock worth $371,000 after buying an additional 255 shares in the last quarter. Levy Wealth Management Group LLC grew its holdings in shares of Invesco S&P 500 Quality ETF by 8.6% in the fourth quarter. Levy Wealth Management Group LLC now owns 5,415 shares of the company’s stock valued at $288,000 after purchasing an additional 430 shares during the period. D.A. Davidson & CO. grew its holdings in shares of Invesco S&P 500 Quality ETF by 7.5% in the fourth quarter. D.A. Davidson & CO. now owns 6,324 shares of the company’s stock valued at $337,000 after purchasing an additional 440 shares during the period. New England Professional Planning Group Inc. purchased a new stake in shares of Invesco S&P 500 Quality ETF in the first quarter valued at about $209,000. Finally, Cetera Investment Advisers grew its holdings in shares of Invesco S&P 500 Quality ETF by 1.1% in the fourth quarter. Cetera Investment Advisers now owns 46,453 shares of the company’s stock valued at $2,472,000 after purchasing an additional 488 shares during the period.

Invesco S&P 500 Quality ETF Trading Up 0.2 %

Shares of SPHQ traded up $0.09 during mid-day trading on Friday, reaching $45.48. The stock had a trading volume of 334,184 shares, compared to its average volume of 1,290,964. Invesco S&P 500 Quality ETF has a 52-week low of $40.74 and a 52-week high of $53.90. The business’s fifty day moving average is $43.77 and its 200 day moving average is $46.95.

See Also

Want to see what other hedge funds are holding SPHQ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Invesco S&P 500 Quality ETF (NYSEARCA:SPHQGet Rating).

Institutional Ownership by Quarter for Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ)

Receive News & Ratings for Invesco S&P 500 Quality ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Invesco S&P 500 Quality ETF and related companies with MarketBeat.com's FREE daily email newsletter.