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Invesco S&P 500 Quality ETF
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Overview Fund Activity

387 hedge funds and large institutions have $3.96B invested in Invesco S&P 500 Quality ETF in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 144 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+29
Holders Change %
+8.1%
% of All Funds
6.1%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.43%
New
59
Increased
144
Reduced
110
Closed
24
Calls
$247K
Puts
–
Net Calls
+$247K
Net Calls Change
-$482K

Top Buyers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$102M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$102M
3
LPL Financial
3
LPL Financial
California
$254M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$153M
5
Morgan Stanley
5
Morgan Stanley
New York
$109M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$10.2M
2
SL
2
Savior LLC
Massachusetts
$803K
3
MCC
3
Money Concepts Capital
Florida
$0
4
EH
4
Equitable Holdings
New York
$33.8M
5
PCMC
5
Paragon Capital Management (Colorado)
Colorado
$44.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$30.1M +$826K +16,380 +3%
CW
27
Connectus Wealth
Ohio
$29.5M +$27.5M +544,547 +1,388%
UBS Group
28
UBS Group
Switzerland
$28.8M -$2.36M -46,823 -8%
Corient Private Wealth
29
Corient Private Wealth
Florida
$27.6M +$24.5M +485,804 +793%
WWA
30
WCG Wealth Advisors
Nevada
$27.3M +$604K +11,987 +2%
MIA
31
Milestone Investment Advisors
Wisconsin
$23.6M +$8.18M +162,217 +53%
MAM
32
Madison Asset Management
Wisconsin
$23.1M +$6.87M +136,215 +42%
CPA
33
Capital Planning Advisors
California
$22.6M +$4.31M +85,459 +24%
PCMC
34
Private Capital Management (Colorado)
Colorado
$22.5M +$569K +11,273 +3%
SGWM
35
Sterling Group Wealth Management
California
$21.7M +$8.72M +172,805 +67%
Stifel Financial
36
Stifel Financial
Missouri
$21.3M +$11.1M +219,962 +109%
OWM
37
Orgel Wealth Management
Wisconsin
$20.2M +$92.5K +1,833 +0.5%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$18.6M +$3.53M +70,031 +23%
BI
39
Ballast Inc
Kentucky
$17M -$265K -5,254 -2%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$15.4M +$12.4M +245,680 +413%
FSA
41
Financial Services Advisory
Maryland
$15.3M -$335K -6,633 -2%
SWP
42
Stratos Wealth Partners
Ohio
$14.7M +$10.5M +208,099 +251%
RWA
43
Redhawk Wealth Advisors
Minnesota
$14.5M -$858K -17,006 -6%
GLLW
44
Graves Light Lenhart Wealth
Virginia
$14.4M +$597K +11,827 +4%
Lido Advisors
45
Lido Advisors
California
$13.5M -$173K -3,426 -1%
WMR
46
Wealth Management Resources
Rhode Island
$13.4M +$5.15M +284,908 +62%
CA
47
Cetera Advisors
Colorado
$11.8M -$2.37M -47,028 -17%
1832 Asset Management
48
1832 Asset Management
Ontario, Canada
$11.8M -$790K -15,650 -6%
GRP
49
Global Retirement Partners
California
$11.8M -$211K -4,180 -2%
MWM
50
Merriman Wealth Management
Washington
$11.7M -$654K -12,958 -5%
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