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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 %
WS
301
Wedbush Securities
California
$336K +$336K +6,206 New
CG
302
CFO4Life Group
Texas
$333K
HBW
303
Hazlett, Burt & Watson
West Virginia
$330K +$56.7K +1,047 +21%
PA
304
Pinnacle Associates
New York
$328K +$2.7K +50 +0.8%
AAMA
305
Advanced Asset Management Advisors
Ohio
$328K +$5.19K +96 +2%
MWM
306
Mission Wealth Management
California
$326K -$21.5K -398 -6%
SL
307
Salomon & Ludwin
Virginia
$315K
SAM
308
Silvercrest Asset Management
New York
$313K +$973 +18 +0.3%
GWP
309
Gateway Wealth Partners
Wisconsin
$309K +$309K +5,715 New
FAT
310
First American Trust
California
$305K -$53.2K -984 -15%
PWM
311
Perigon Wealth Management
California
$299K -$10.7K -197 -3%
SFS
312
Security Financial Services
Indiana
$298K -$15.4K -284 -5%
LWMG
313
Levy Wealth Management Group
Pennsylvania
$298K +$379 +7 +0.1%
AFO
314
Arrowroot Family Office
California
$298K -$121K -2,238 -29%
BFO
315
Biltmore Family Office
North Carolina
$297K
OL
316
Owen LaRue
Kentucky
$289K -$76.1K -1,407 -21%
BWA
317
BCU Wealth Advisors
Illinois
$286K +$286K +5,290 New
LIA
318
LBMC Investment Advisors
Tennessee
$285K +$1.14K +21 +0.4%
CCA
319
Clearwater Capital Advisors
Illinois
$284K
AWMS
320
Advocacy Wealth Management Services
Georgia
$283K -$22K -407 -7%
GGS
321
Galvin Gaustad & Stein
Arizona
$282K +$216 +4 +0.1%
AA
322
Advisory Alpha
Michigan
$279K +$37K +684 +15%
BOM
323
Bank of Marin
California
$279K
Pathstone Holdings
324
Pathstone Holdings
New Jersey
$274K +$274K +5,060 New
OA
325
Operose Advisors
Wisconsin
$272K +$112K +2,068 +70%