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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 %
CCA
326
Clearwater Capital Advisors
Illinois
$317K
GGS
327
Galvin Gaustad & Stein
Arizona
$315K +$242 +4 +0.1%
NPF
328
Norris Perne & French
Michigan
$311K +$311K +5,152 New
BOM
329
Bank of Marin
California
$311K
OA
330
Operose Advisors
Wisconsin
$304K +$423 +7 +0.1%
BBHC
331
Brown Brothers Harriman & Co
New York
$302K +$302K +5,000 New
VC
332
Vestor Capital
Illinois
$301K
PCH
333
PGIM Custom Harvest
New Jersey
$299K +$20.8K +345 +7%
AWMS
334
Advocacy Wealth Management Services
Georgia
$299K -$16.8K -278 -5%
LWMG
335
Levy Wealth Management Group
Pennsylvania
$298K
SA
336
Strategic Advisors
New York
$297K +$48.7K +806 +20%
SFC
337
Strategic Financial Concepts
Texas
$296K +$296K +4,902 New
Pathstone Holdings
338
Pathstone Holdings
New Jersey
$294K -$11.2K -186 -4%
LNWWM
339
Laird Norton Wetherby Wealth Management
California
$293K -$121 -2 -0%
CIR
340
Clear Investment Research
Georgia
$292K +$1.75K +29 +0.6%
Carson Wealth (CWM LLC)
341
Carson Wealth (CWM LLC)
Nebraska
$290K +$47.7K +790 +20%
NCM
342
Next Capital Management
New York
$278K
NL
343
NVWM LLC
Pennsylvania
$276K
VFA
344
Valeo Financial Advisors
Indiana
$275K +$234 +4 +0.1%
CFD
345
Creative Financial Designs
Indiana
$275K +$846 +14 +0.3%
SPIA
346
Steward Partners Investment Advisory
New York
$273K +$119K +1,976 +77%
FAT
347
First American Trust
California
$272K -$68.7K -1,137 -20%
SYBT
348
Stock Yards Bank & Trust
Kentucky
$272K +$272K +4,495 New
GAA
349
Guardian Asset Advisors
Pennsylvania
$272K -$5.14K -85 -2%
LWM
350
Lakeridge Wealth Management
Ohio
$269K