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Invesco S&P 500 Quality ETF
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Overview Fund Activity

304 hedge funds and large institutions have $1.92B invested in Invesco S&P 500 Quality ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 100 increasing their positions, 110 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
-3
Holders Change %
-0.98%
% of All Funds
5.26%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
25
Increased
100
Reduced
110
Closed
25
Calls
$334K
Puts
–
Net Calls
+$334K
Net Calls Change
+$334K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$162M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$134M
3
CPA
3
Capital Planning Advisors
California
$17.9M
4
SA
4
Shilanski & Associates
Alaska
$15.7M
5
LPL Financial
5
LPL Financial
California
$131M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$0
2
Bank of America
2
Bank of America
North Carolina
$132M
3
MAM
3
Madison Asset Management
Wisconsin
$16M
4
MCM
4
Mainstay Capital Management
Michigan
$68.1M
5
Ameriprise
5
Ameriprise
Minnesota
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
26
Private Capital Management (Colorado)
Colorado
$15.7M +$3.98M +100,135 +34%
SA
27
Shilanski & Associates
Alaska
$15.7M +$15.7M +393,914 New
LPT
28
Legacy Private Trust
Wisconsin
$13.9M -$2.4M -60,464 -15%
BI
29
Ballast Inc
Kentucky
$13.3M +$246K +6,178 +2%
CA
30
Cetera Advisors
Colorado
$12.4M -$2.12M -53,459 -15%
SMA
31
Sage Mountain Advisors
Georgia
$12.4M +$6.01M +151,136 +95%
Lido Advisors
32
Lido Advisors
California
$11.9M -$91.2K -2,274 -0.8%
1832 Asset Management
33
1832 Asset Management
Ontario, Canada
$10.7M -$450K -11,330 -4%
PAG
34
Private Advisor Group
New Jersey
$10.4M -$1.75M -44,127 -14%
AAS
35
Avantax Advisory Services
Texas
$9.58M +$1.04M +26,250 +12%
SL
36
Savior LLC
Massachusetts
$9.42M -$7.63K -192 -0.1%
GLLW
37
Graves Light Lenhart Wealth
Virginia
$9.27M +$1.46M +36,663 +19%
SCA
38
Snowden Capital Advisors
New York
$8.96M +$617K +15,536 +7%
FFN
39
Focus Financial Network
Minnesota
$8.43M -$29.6K -744 -0.3%
GRP
40
Global Retirement Partners
California
$8.32M +$877K +20,185 +12%
Invesco
41
Invesco
Georgia
$7.45M +$111K +2,790 +2%
OWM
42
Orgel Wealth Management
Wisconsin
$7.41M +$6.56M +165,152 +774%
Stifel Financial
43
Stifel Financial
Missouri
$7.19M +$38.3K +965 +0.5%
CMA
44
Cedar Mountain Advisors
Oregon
$6.77M +$104K +2,626 +2%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$6.59M +$3.4M +85,511 +107%
Truist Financial
46
Truist Financial
North Carolina
$6.5M +$38.5K +968 +0.6%
NF
47
Nikulski Financial
Iowa
$6.45M +$27.4K +690 +0.4%
CAN
48
Cetera Advisor Networks
California
$6.43M -$53.5K -1,346 -0.8%
BWM
49
BerganKDV Wealth Management
Minnesota
$6.22M +$219K +5,511 +4%
TWC
50
TD Waterhouse Canada
Ontario, Canada
$6.17M +$53.3K +977 +0.9%
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