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Invesco S&P 500 Quality ETF

307 hedge funds and large institutions have $2.03B invested in Invesco S&P 500 Quality ETF in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 93 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-7
Holders Change %
-2.23%
% of All Funds
5.19%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
34
Increased
111
Reduced
93
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFO
226
Biltmore Family Office
North Carolina
$231K
LWMG
227
Levy Wealth Management Group
Pennsylvania
$229K +$673 +16 +0.3%
CG
228
CFO4Life Group
Texas
$226K
CW
229
CreativeOne Wealth
Kansas
$225K -$4.21K -100 -2%
BC
230
Burney Company
Virginia
$224K
EWA
231
Exencial Wealth Advisors
Oklahoma
$223K
GGS
232
Galvin Gaustad & Stein
Arizona
$222K +$210 +5 +0.1%
TF
233
TRH Financial
Iowa
$220K
RW
234
RVW Wealth
California
$220K +$220K +5,230 New
TSS
235
Two Sigma Securities
New York
$216K +$216K +5,140 New
DWM
236
Denver Wealth Management
Colorado
$213K +$213K +5,076 New
CIR
237
Clear Investment Research
Georgia
$211K +$925 +22 +0.4%
WWM
238
Windsor Wealth Management
Indiana
$210K -$7.92K -187 -4%
ANTB
239
AMG National Trust Bank
Colorado
$209K
VC
240
Vestor Capital
Illinois
$209K
PFO
241
Pathstone Family Office
New Jersey
$205K
MWM
242
Maltin Wealth Management
New Jersey
$202K -$28.5K -681 -12%
BAM
243
Belpointe Asset Management
Nevada
$200K +$54.9K +1,306 +38%
EWA
244
EP Wealth Advisors
California
$196K
KFI
245
Key Financial Inc
Pennsylvania
$191K +$50.8K +1,199 +36%
PFBT
246
Parkside Financial Bank & Trust
Missouri
$182K
PFS
247
Prospera Financial Services
Texas
$177K -$226K -5,383 -56%
RPCA
248
Running Point Capital Advisors
California
$165K +$165K +3,937 New
CFB
249
Cullen/Frost Bankers
Texas
$160K
SPIA
250
Steward Partners Investment Advisory
New York
$145K +$15.8K +376 +12%