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Invesco S&P 500 Quality ETF
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Overview Fund Activity

206 hedge funds and large institutions have $1.01B invested in Invesco S&P 500 Quality ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 79 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+19
Holders Change %
+10.16%
% of All Funds
4.23%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
45
Increased
79
Reduced
58
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$116M
2
LPL Financial
2
LPL Financial
California
$46.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$71.6M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$26.7M
5
MWM
5
Merriman Wealth Management
Washington
$11.7M

Top Sellers

1
QI
1
QS Investors
New York
$4.72M
2
ECM
2
Evergreen Capital Management
Washington
$4.49M
3
UBS Group
3
UBS Group
Switzerland
$18.5M
4
MAM
4
Madison Asset Management
Wisconsin
$20.7M
5
SWA
5
SFMG Wealth Advisors
Texas
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$12M +$914K +25,804 +8%
MWM
27
Merriman Wealth Management
Washington
$11.7M +$11.7M +329,017 New
BI
28
Ballast Inc
Kentucky
$10.5M +$355K +10,019 +3%
GLLW
29
Graves Light Lenhart Wealth
Virginia
$9.01M -$580K -16,385 -6%
LFPWM
30
Leicht Financial Planning & Wealth Management
New Jersey
$8.73M +$8.73M +247,022 New
CIM
31
Confluence Investment Management
Missouri
$7.86M +$1.84K +52 +0%
CAM
32
Cozad Asset Management
Illinois
$6.88M +$6.88M +194,185 New
FTS
33
Fifth Third Securities
Ohio
$6.7M +$2.2M +62,034 +49%
BPB
34
Badgley, Phelps & Bell
Washington
$6.51M +$6.51M +183,851 New
OWM
35
Opes Wealth Management
California
$6.49M -$553K -15,630 -8%
AF
36
Allworth Financial
California
$6.28M +$1.45M +40,904 +30%
AAS
37
Avantax Advisory Services
Texas
$6.2M +$5.87M +165,737 +1,764%
SWP
38
Stratos Wealth Partners
Ohio
$5.94M +$5.94M +167,863 New
CMA
39
Cedar Mountain Advisors
Oregon
$5.8M +$5.78M +163,202 +25,540%
1832 Asset Management
40
1832 Asset Management
Ontario, Canada
$5.47M -$188K -7,340 -3%
GFPC
41
Global Financial Private Capital
Florida
$5.15M -$762K -21,530 -13%
MML Investors Services
42
MML Investors Services
Massachusetts
$5.1M +$2.28M +64,505 +81%
QI
43
QS Investors
New York
$4.72M -$25.5M -720,514 -84%
ECM
44
Evergreen Capital Management
Washington
$4.49M -$9.74M -274,925 -68%
NF
45
Nikulski Financial
Iowa
$4.44M -$67.3K -1,899 -1%
WDL
46
Well Done LLC
Michigan
$4M -$126K -3,551 -3%
CAN
47
Cetera Advisor Networks
California
$3.93M -$726K -20,513 -16%
Truist Financial
48
Truist Financial
North Carolina
$3.52M +$876K +24,728 +33%
SVWAG
49
Sound View Wealth Advisors Group
Georgia
$3.46M +$2.44M +68,972 +240%
LNC
50
Lincoln National Corp
Pennsylvania
$3.38M +$1.59K +45 +0%
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