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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 %
PWM
401
Partnership Wealth Management
Maryland
$96K
VNA
402
Valley National Advisers
Pennsylvania
$84K
PB
403
Pinnacle Bancorp
Nebraska
$74.9K +$121 +2 +0.2%
CFO
404
CVA Family Office
Colorado
$72.5K
Kayne Anderson Rudnick Investment Management
405
Kayne Anderson Rudnick Investment Management
California
$70.2K
CA
406
CoreCap Advisors
Michigan
$64.9K +$64.9K +1,074 New
MSS
407
Mitchell Sinkler & Starr
Pennsylvania
$60.4K +$60.4K +1,000 New
OSAM
408
O'Shaughnessy Asset Management
Connecticut
$59.7K
HF
409
Halpern Financial
Virginia
$59.4K
SIS
410
Sound Income Strategies
Florida
$55.3K +$20.3K +336 +58%
BNP Paribas Financial Markets
411
BNP Paribas Financial Markets
France
$54.4K -$33.8K -559 -38%
AssetMark Inc
412
AssetMark Inc
California
$53.4K -$8.52K -141 -14%
RTL
413
Red Tortoise LLC
Georgia
$50.1K +$60 +1 +0.1%
WWP
414
WR Wealth Planners
Missouri
$49.7K +$49.7K +822 New
GWSG
415
GPS Wealth Strategies Group
Colorado
$48.8K +$8.88K +147 +22%
APC
416
Aspire Private Capital
North Carolina
$47.7K +$47.7K +789 New
PA
417
Pineridge Advisors
Missouri
$46.9K +$46.9K +777 New
DFA
418
DHJJ Financial Advisors
Illinois
$44K
CJH
419
Christopher J. Hasenberg
Wisconsin
$43.4K -$18.7M -310,103 -100%
CFFP
420
Center for Financial Planning
Michigan
$36.1K
BWL
421
Bogart Wealth LLC
Virginia
$35.7K +$7.67K +127 +27%
SWM
422
Sugarloaf Wealth Management
Georgia
$35.4K +$35.4K +586 New
SS
423
Sunbelt Securities
Texas
$32.6K
TRCT
424
Tower Research Capital (TRC)
New York
$31.8K -$86.2K -1,426 -73%
GWS
425
Glassman Wealth Services
Virginia
$30.8K