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Invesco S&P 500 Quality ETF

474 hedge funds and large institutions have $5.97B invested in Invesco S&P 500 Quality ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 185 increasing their positions, 146 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+33
Holders Change %
+7.48%
% of All Funds
6.87%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.46%
New
63
Increased
185
Reduced
146
Closed
28
Calls
$876K
Puts
$387K
Net Calls
+$489K
Net Calls Change
+$489K
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
301
Kestra Advisory Services
Texas
$435K -$292K -4,827 -40%
FF
302
Fluent Financial
Texas
$421K +$1.21K +20 +0.3%
IFPG
303
Intrepid Financial Planning Group
Indiana
$418K -$4.35K -72 -1%
FG
304
Foster Group
Iowa
$414K -$544 -9 -0.1%
1WM
305
1900 Wealth Management
Texas
$403K -$429K -7,096 -52%
WS
306
Wedbush Securities
California
$399K +$23.6K +390 +6%
FCI
307
Financial Counselors Inc
Kansas
$398K
BlackRock
308
BlackRock
New York
$382K +$382K +6,317 New
IA
309
IFP Advisors
Florida
$374K -$38.1K -631 -9%
CG
310
CFO4Life Group
Texas
$372K
IA
311
Insight Advisors
Pennsylvania
$371K -$71.4K -1,182 -16%
IWM
312
Iams Wealth Management
Nebraska
$369K +$369K +6,322 New
PA
313
Pinnacle Associates
New York
$367K
SAM
314
Secure Asset Management
Michigan
$362K +$362K +5,998 New
AFO
315
Arrowroot Family Office
California
$345K +$12.4K +206 +4%
AFG
316
Atomi Financial Group
New York
$343K +$88.8K +1,470 +35%
AAMA
317
Advanced Asset Management Advisors
Ohio
$341K -$24.7K -408 -7%
ACA
318
Aptus Capital Advisors
Alabama
$339K +$214K +3,541 +171%
BFO
319
Biltmore Family Office
North Carolina
$332K
PWM
320
Perigon Wealth Management
California
$332K -$1.33K -22 -0.4%
OL
321
Owen LaRue
Kentucky
$331K +$7.98K +132 +2%
RWMG
322
Redwood Wealth Management Group
New Jersey
$328K -$72.5K -1,200 -18%
BWA
323
BCU Wealth Advisors
Illinois
$321K +$906 +15 +0.3%
LA
324
Lifeworks Advisors
Michigan
$319K -$66.9K -1,107 -17%
LIA
325
LBMC Investment Advisors
Tennessee
$319K