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Invesco S&P 500 Quality ETF

598 hedge funds and large institutions have $8.81B invested in Invesco S&P 500 Quality ETF in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 254 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+56
Holders Change %
+10.33%
% of All Funds
7.96%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
0.68%
New
100
Increased
254
Reduced
142
Closed
35
Calls
$355K
Puts
Net Calls
+$355K
Net Calls Change
-$109K
Name Holding Trade Value Shares
Change
Shares
Change %
NG
501
Northstar Group
New York
$204K
TWPM
502
Total Wealth Planning & Management
Florida
$202K +$202K +3,020 New
AWS
503
Aspen Wealth Strategies
Colorado
$201K +$201K +3,005 New
STA
504
Summit Trail Advisors
New York
$201K +$201K +3,000 New
UB
505
UMB Bank
Missouri
$177K
Franklin Resources
506
Franklin Resources
California
$168K
HNB
507
Huntington National Bank
Ohio
$163K -$163K
WWM
508
Wagner Wealth Management
South Carolina
$154K +$67 +1 +0%
UBS AM
509
UBS AM
Illinois
$139K +$139K +2,079 New
SC
510
Solstein Capital
California
$134K
BFPW
511
BOK Financial Private Wealth
Colorado
$117K
SL
512
Salomon & Ludwin
Virginia
$108K -$23.9K -356 -18%
BF
513
BOK Financial
Oklahoma
$99.1K
VNA
514
Valley National Advisers
Pennsylvania
$94K
PB
515
Pinnacle Bancorp
Nebraska
$83.5K +$134 +2 +0.2%
WI
516
Wintrust Investments
Illinois
$82K +$4.56K +68 +6%
CTA
517
Colonial Trust Advisors
South Carolina
$80.8K
CFO
518
CVA Family Office
Colorado
$80.4K
FIM
519
FWL Investment Management
Texas
$78.1K
RMP
520
Richards, Merrill & Peterson
Washington
$78.1K +$78.1K +1,165 New
OSAM
521
O'Shaughnessy Asset Management
Connecticut
$75.5K +$9.32K +139 +14%
CA
522
CoreCap Advisors
Michigan
$75.1K -$1.24M -18,550 -94%
NWMP
523
Noble Wealth Management PBC
Colorado
$70.4K +$70.4K +1,050 New
DFA
524
DHJJ Financial Advisors
Illinois
$69.4K +$20.6K +307 +42%
MSS
525
Mitchell Sinkler & Starr
Pennsylvania
$67K