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Invesco S&P 500 Quality ETF

441 hedge funds and large institutions have $4.86B invested in Invesco S&P 500 Quality ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 168 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+38
Holders Change %
+9.43%
% of All Funds
6.47%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.43%
New
72
Increased
168
Reduced
132
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SOS
226
Silver Oak Securities
Tennessee
$751K -$1.36M -25,228 -65%
BWM
227
Birchcreek Wealth Management
Ohio
$748K +$203K +3,757 +37%
1WM
228
1900 Wealth Management
Texas
$745K +$369K +6,820 +98%
BWG
229
Balanced Wealth Group
Ohio
$736K +$736K +13,618 New
KWA
230
Kingswood Wealth Advisors
California
$735K +$735K +13,600 New
FFA
231
Fragasso Financial Advisors
Pennsylvania
$728K -$61.3K -1,134 -8%
PIA
232
Perennial Investment Advisors
California
$726K -$113K -2,091 -13%
SFG
233
Seamount Financial Group
Colorado
$715K +$715K +13,217 New
WWM
234
WJ Wealth Management
Arizona
$709K +$62.2K +1,150 +10%
MG
235
Mather Group
Illinois
$703K -$5.95K -110 -0.8%
MF
236
Meridian Financial
Massachusetts
$700K +$152K +2,810 +28%
CAPTRUST Financial Advisors
237
CAPTRUST Financial Advisors
North Carolina
$698K +$307K +5,686 +79%
Mercer Global Advisors
238
Mercer Global Advisors
Colorado
$692K -$11.8K -218 -2%
RPCA
239
Running Point Capital Advisors
California
$689K -$110K -2,036 -14%
RFA
240
Resurgent Financial Advisors
Georgia
$682K +$287K +5,311 +73%
IC
241
IEQ Capital
California
$671K
KAS
242
Kestra Advisory Services
Texas
$651K +$404K +7,472 +164%
EWA
243
EP Wealth Advisors
California
$649K +$370K +6,848 +133%
CWM
244
CarsonAllaria Wealth Management
Illinois
$645K
Envestnet Portfolio Solutions
245
Envestnet Portfolio Solutions
Illinois
$643K +$24.1K +445 +4%
IRC
246
Investors Research Corp
Georgia
$641K +$35.5K +657 +6%
IWC
247
Integrated Wealth Concepts
Massachusetts
$638K +$31K +574 +5%
CWM
248
Collaborative Wealth Management
Florida
$603K -$62.1K -1,149 -9%
TPA
249
Trivium Point Advisory
Connecticut
$595K
LFAS
250
Level Four Advisory Services
Texas
$580K -$30.7K -568 -5%