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Invesco S&P 500 Quality ETF

387 hedge funds and large institutions have $3.96B invested in Invesco S&P 500 Quality ETF in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 144 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+29
Holders Change %
+8.1%
% of All Funds
6.1%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.43%
New
59
Increased
144
Reduced
110
Closed
24
Calls
$247K
Puts
Net Calls
+$247K
Net Calls Change
-$482K
Name Holding Trade Value Shares
Change
Shares
Change %
CGL
301
Clarius Group LLC
Washington
$202K +$202K +4,003 New
ACM
302
Armbruster Capital Management
New York
$202K +$202K +4,000 New
BJL
303
Brighton Jones LLC
Washington
$201K +$201K +3,988 New
RFN
304
Redwood Financial Network
Ohio
$201K +$201K +3,977 New
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$200K +$170K +3,383 +575%
CFB
306
Cullen/Frost Bankers
Texas
$192K
RFA
307
Resurgent Financial Advisors
Georgia
$191K -$8.88K -176 -4%
LFG
308
Larson Financial Group
Missouri
$190K -$4.79K -95 -2%
NCM
309
Northwest Capital Management
Oregon
$171K +$171K +3,382 New
JFGIW
310
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$156K +$156K +3,090 New
OA
311
Operose Advisors
Wisconsin
$149K
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$144K +$1.92K +38 +1%
ACA
313
Aptus Capital Advisors
Alabama
$144K -$454 -9 -0.3%
PFBT
314
Parkside Financial Bank & Trust
Missouri
$136K
AF
315
Advisornet Financial
Minnesota
$135K +$135K +2,669 New
UB
316
UMB Bank
Missouri
$133K
SWM
317
Spire Wealth Management
Virginia
$127K +$15.8K +314 +14%
SPIA
318
Steward Partners Investment Advisory
New York
$126K -$76.7K -1,520 -38%
Franklin Resources
319
Franklin Resources
California
$126K
IGWM
320
ICA Group Wealth Management
Colorado
$119K +$2.17K +43 +2%
Citigroup
321
Citigroup
New York
$111K +$50 +1 +0%
HNB
322
Huntington National Bank
Ohio
$110K -$103K
SC
323
Solstein Capital
California
$101K
TIM
324
Tortoise Investment Management
New York
$101K
VNA
325
Valley National Advisers
Pennsylvania
$71K