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Invesco S&P 500 Quality ETF
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Overview Fund Activity

358 hedge funds and large institutions have $3.2B invested in Invesco S&P 500 Quality ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 102 reducing their positions, and 30 closing their positions.

Holders
358
Holders Change
+17
Holders Change %
+4.99%
% of All Funds
5.73%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.38%
New
53
Increased
125
Reduced
102
Closed
30
Calls
$729K
Puts
–
Net Calls
+$729K
Net Calls Change
+$276K

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$608M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$99.8M
3
PI
3
PFS Investments
Georgia
$63.4M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$50.1M
5
LPL Financial
5
LPL Financial
California
$194M

Top Sellers

1
MFG
1
Merit Financial Group
Georgia
$5.85M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$3.13M
3
CPA
3
Capital Planning Advisors
California
$17.2M
4
AWS
4
AJ Wealth Strategies
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$145M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$27.5M 581,221 -71,001 -11%
WWA
27
WCG Wealth Advisors
Nevada
$25M 528,763 -2,847 -0.5%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$24.9M 525,978 +9,604 +2%
PCMC
29
Private Capital Management (Colorado)
Colorado
$20.6M 435,508 -3,831 -0.9%
OWM
30
Orgel Wealth Management
Wisconsin
$18.8M 398,255 +30,937 +8%
CPA
31
Capital Planning Advisors
California
$17.2M 363,482 -304,948 -46%
BI
32
Ballast Inc
Kentucky
$16.1M 341,273 +5,080 +2%
MAM
33
Madison Asset Management
Wisconsin
$15.2M 321,335 -78,732 -20%
FSA
34
Financial Services Advisory
Maryland
$14.6M 309,042 +234,261 +313%
MIA
35
Milestone Investment Advisors
Wisconsin
$14.4M 304,677 +7,702 +3%
RWA
36
Redhawk Wealth Advisors
Minnesota
$14.4M 304,597 +304,597 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$14.2M 299,066 +14,694 +5%
CA
38
Cetera Advisors
Colorado
$13.3M 281,768 -39,701 -12%
GLLW
39
Graves Light Lenhart Wealth
Virginia
$13M 274,222 +23,203 +9%
SGWM
40
Sterling Group Wealth Management
California
$12.2M 258,084 +5,450 +2%
1832 Asset Management
41
1832 Asset Management
Ontario, Canada
$11.8M 249,650 -9,980 -4%
Lido Advisors
42
Lido Advisors
California
$11.8M 271,611 -11,539 -4%
MWM
43
Merriman Wealth Management
Washington
$11.6M 245,140 +245,140 New
SCA
44
Snowden Capital Advisors
New York
$11.6M 244,832 +32,898 +16%
LPT
45
Legacy Private Trust
Wisconsin
$11.5M 243,929 -60,468 -20%
GRP
46
Global Retirement Partners
California
$11.2M 237,584 +27,544 +13%
SL
47
Savior LLC
Massachusetts
$10.9M 230,863 -3,762 -2%
MCC
48
Money Concepts Capital
Florida
$10.3M 260,069 +194,954 +299%
FFN
49
Focus Financial Network
Minnesota
$10.1M 212,795 -1,312 -0.6%
CAM
50
Cozad Asset Management
Illinois
$9.61M 203,013 +12,827 +7%
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