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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 %
CGL
351
Clarius Group LLC
Washington
$216K
ACM
352
Armbruster Capital Management
New York
$216K
BC
353
Burney Company
Virginia
$208K +$208K +3,840 New
Brown Advisory
354
Brown Advisory
Maryland
$206K -$139K -2,577 -40%
CFB
355
Cullen/Frost Bankers
Texas
$206K
WMA
356
West Michigan Advisors
Michigan
$204K +$204K +3,776 New
OFS
357
OneAscent Financial Services
Alabama
$201K -$50.5K -934 -20%
BC
358
Barnett & Company
Tennessee
$200K +$200K +3,704 New
NCM
359
Northwest Capital Management
Oregon
$184K +$649 +12 +0.4%
SWM
360
Spire Wealth Management
Virginia
$183K +$38.9K +701 +27%
MPWT
361
MassMutual Private Wealth & Trust
Connecticut
$178K +$23.4K +432 +15%
ITIM
362
Indiana Trust & Investment Management
Indiana
$174K
RG
363
Retirement Group
California
$162K +$162K +3,000 New
BTI
364
Blue Trust Inc
Georgia
$156K +$156K +3,110 New
NS
365
NBC Securities
Alabama
$154K +$29.7K +550 +24%
TVAMP
366
Tennessee Valley Asset Management Partners
Tennessee
$147K +$147K +2,718 New
PFBT
367
Parkside Financial Bank & Trust
Missouri
$145K
UB
368
UMB Bank
Missouri
$143K
SPIA
369
Steward Partners Investment Advisory
New York
$138K +$2.7K +50 +2%
Franklin Resources
370
Franklin Resources
California
$135K
Citigroup
371
Citigroup
New York
$121K +$2.27K +42 +2%
HNB
372
Huntington National Bank
Ohio
$118K -$109K
ACA
373
Aptus Capital Advisors
Alabama
$112K
SC
374
Solstein Capital
California
$108K
TIM
375
Tortoise Investment Management
New York
$108K