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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 %
ASN
251
Advisory Services Network
Georgia
$579K -$22.7K -419 -4%
SIA
252
Strategic Investment Advisors
Michigan
$578K -$18.1K -334 -3%
OW
253
Olistico Wealth
Oklahoma
$576K +$3.95K +73 +0.7%
WI
254
Wintrust Investments
Illinois
$573K +$46.5K +861 +9%
PFGIA
255
Patriot Financial Group Insurance Agency
Massachusetts
$571K +$24.7K +457 +5%
LIM
256
Leavell Investment Management
Alabama
$567K +$5.95K +110 +1%
IGWM
257
ICA Group Wealth Management
Colorado
$566K +$566K +10,473 New
NL
258
NWAM LLC
Washington
$562K +$17K +314 +3%
SFS
259
Sowell Financial Services
Arkansas
$552K +$552K +10,206 New
APCM
260
Alaska Permanent Capital Management
Alaska
$550K +$550K +10,175 New
CIBC Private Wealth Group
261
CIBC Private Wealth Group
Georgia
$550K
CCFM
262
Clear Creek Financial Management
Washington
$545K +$545K +10,082 New
DADC
263
D.A. Davidson & Co
Montana
$533K -$41.3K -764 -7%
TCM
264
Tandem Capital Management
New Jersey
$516K +$5.41K +100 +1%
Bank of Montreal
265
Bank of Montreal
Ontario, Canada
$515K -$57.1K -1,054 -10%
AWA
266
Alta Wealth Advisors
Massachusetts
$503K +$172K +3,173 +52%
CWC
267
Carolinas Wealth Consulting
North Carolina
$503K -$91.2K -1,687 -15%
KPWS
268
Kestra Private Wealth Services
Texas
$502K -$326K -6,029 -39%
OC
269
Oppenheimer & Co
New York
$501K -$81.3K -1,504 -14%
PPP
270
Private Portfolio Partners
New Jersey
$494K +$125K +2,316 +34%
PA
271
PFG Advisors
Arizona
$494K +$259K +4,793 +110%
GT
272
Glenview Trust
Kentucky
$479K
SFA
273
Sequoia Financial Advisors
Ohio
$472K +$154K +2,852 +49%
US Bancorp
274
US Bancorp
Minnesota
$467K -$3.14K -58 -0.7%
EL
275
EMFO LLC
Florida
$465K +$108 +2 +0%