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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 %
AP
376
Advisors Preferred
Maryland
$107K -$91.5K -1,704 -46%
TRCT
377
Tower Research Capital (TRC)
New York
$106K +$101K +1,865 +2,144%
AF
378
Advisornet Financial
Minnesota
$99.5K -$44.9K -830 -31%
AWM
379
Aspire Wealth Management
Massachusetts
$97.5K +$65.5K +1,211 +205%
PWM
380
Partnership Wealth Management
Maryland
$88.5K +$88.5K +1,590 New
BNP Paribas Financial Markets
381
BNP Paribas Financial Markets
France
$78.9K +$67.2K +1,242 +572%
VNA
382
Valley National Advisers
Pennsylvania
$75K
PB
383
Pinnacle Bancorp
Nebraska
$66.9K +$108 +2 +0.2%
CTA
384
Colonial Trust Advisors
South Carolina
$65.2K
CFO
385
CVA Family Office
Colorado
$64.9K +$64.9K +1,200 New
Kayne Anderson Rudnick Investment Management
386
Kayne Anderson Rudnick Investment Management
California
$62.8K
AssetMark Inc
387
AssetMark Inc
California
$55.4K -$3.16M -58,512 -98%
TCCM
388
Timber Creek Capital Management
Massachusetts
$54.1K
OSAM
389
O'Shaughnessy Asset Management
Connecticut
$53.4K
HF
390
Halpern Financial
Virginia
$52.7K +$52.7K +988 New
GJIA
391
Glass Jacobson Investment Advisors
Maryland
$49.6K +$49.6K +918 New
RTL
392
Red Tortoise LLC
Georgia
$44.8K +$162 +3 +0.4%
DFA
393
DHJJ Financial Advisors
Illinois
$39.4K
FFA
394
Farther Finance Advisors
California
$37.8K +$1.03K +19 +3%
GWSG
395
GPS Wealth Strategies Group
Colorado
$35.7K +$26.2K +485 +276%
CFFP
396
Center for Financial Planning
Michigan
$32.3K
SIS
397
Sound Income Strategies
Florida
$31.3K +$18.8K +347 +150%
SS
398
Sunbelt Securities
Texas
$29.1K
GWS
399
Glassman Wealth Services
Virginia
$27.6K +$15.1K +280 +122%
BWL
400
Bogart Wealth LLC
Virginia
$25.1K -$8.65K -160 -26%