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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 %
OSAM
326
O'Shaughnessy Asset Management
Connecticut
$67.1K
AP
327
Advisors Preferred
Maryland
$63K +$22.9K +454 +57%
CTA
328
Colonial Trust Advisors
South Carolina
$60.8K
CFO
329
CVA Family Office
Colorado
$60.5K
CFD
330
Creative Financial Designs
Indiana
$59.7K -$2.27K -45 -4%
Kayne Anderson Rudnick Investment Management
331
Kayne Anderson Rudnick Investment Management
California
$58.6K +$35.3K +699 +151%
BC
332
Bartlett & Co
Ohio
$56K +$56K +1,102 New
BCWM
333
Bartlett & Co Wealth Management
Ohio
$55.6K +$55.6K +1,102 New
CFGS
334
Concourse Financial Group Securities
Alabama
$52.7K -$137K -2,723 -72%
TWM
335
Tradition Wealth Management
Minnesota
$52K +$52K +1,032 New
TCCM
336
Timber Creek Capital Management
Massachusetts
$50.5K
HFS
337
HBC Financial Services
Washington
$48K
PB
338
Pinnacle Bancorp
Nebraska
$47.2K +$151 +3 +0.3%
RTL
339
Red Tortoise LLC
Georgia
$41.5K +$101 +2 +0.2%
WWP
340
WR Wealth Planners
Missouri
$41.5K
MTIC
341
Missouri Trust & Investment Company
Missouri
$40.4K
MIH
342
Meitav Investment House
Israel
$38.1K +$38.1K +758 New
SCA
343
Stonebridge Capital Advisors
Minnesota
$30.3K +$30.3K +600 New
CFFP
344
Center for Financial Planning
Michigan
$30.1K
AWM
345
Aspire Wealth Management
Massachusetts
$29.8K
TRCT
346
Tower Research Capital (TRC)
New York
$28.6K +$13.1K +260 +85%
SS
347
Sunbelt Securities
Texas
$27.2K
BWL
348
Bogart Wealth LLC
Virginia
$23.4K
FWA
349
FSC Wealth Advisors
New York
$22.8K
SA
350
SRH Advisors
Kansas
$21.3K