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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 %
PCIA
276
Prime Capital Investment Advisors
Kansas
$461K +$461K +8,517 New
HAS
277
HBW Advisory Services
California
$456K +$98.7K +1,827 +28%
SMG
278
Smart Money Group
Texas
$453K +$1.3K +24 +0.3%
CIAS
279
Capital Investment Advisory Services
North Carolina
$451K -$5.62K -104 -1%
FCH
280
Freestone Capital Holdings
Washington
$451K
VCA
281
Verdence Capital Advisors
Maryland
$438K
BCG
282
Breakwater Capital Group
New Jersey
$430K +$80.5K +1,447 +23%
BMCM
283
Bryn Mawr Capital Management
Pennsylvania
$422K -$325K -6,005 -43%
KFI
284
Key Financial Inc
Pennsylvania
$421K +$12.4K +230 +3%
KFGK
285
Keystone Financial Group (Kentucky)
Kentucky
$419K
PFA
286
Plotkin Financial Advisors
Maryland
$417K -$26.7K -493 -6%
CA
287
Clearstead Advisors
Ohio
$412K +$412K +7,612 New
TFS
288
Thoroughbred Financial Services
Tennessee
$405K +$216 +4 +0.1%
WCM
289
WealthBridge Capital Management
Ohio
$399K
IA
290
Insight Advisors
Pennsylvania
$396K -$5.57K -103 -1%
AAS
291
Ameritas Advisory Services
Nebraska
$386K +$82.3K +1,485 +27%
IFPG
292
Intrepid Financial Planning Group
Indiana
$378K -$37.9K -701 -9%
SPC
293
Sigma Planning Corp
Michigan
$378K -$195K -3,603 -34%
FF
294
Fluent Financial
Texas
$376K -$17.3K -320 -4%
GVAG
295
Great Valley Advisor Group
Delaware
$374K +$153K +2,836 +70%
IA
296
IFP Advisors
Florida
$369K +$83.5K +1,544 +29%
RWMG
297
Redwood Wealth Management Group
New Jersey
$358K -$49.1K -907 -12%
FCI
298
Financial Counselors Inc
Kansas
$357K
LA
299
Lifeworks Advisors
Michigan
$345K +$345K +6,382 New
FG
300
Foster Group
Iowa
$343K