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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 %
CFGS
526
Concourse Financial Group Securities
Alabama
$62.3K
FFA
527
Farther Finance Advisors
California
$56.1K -$536 -8 -0.9%
RTL
528
Red Tortoise LLC
Georgia
$55.6K
OC
529
Oarsman Capital
Wisconsin
$55K
FWM
530
FLP Wealth Management
Arkansas
$40.8K +$40.8K +609 New
HR
531
Howe & Rusling
New York
$40.2K +$40.2K +600 New
LDB
532
Lee, Danner & Bass
Tennessee
$40.2K +$40.2K +600 New
LIA
533
Luken Investment Analytics
Tennessee
$40.2K +$40.2K +600 New
CFFP
534
Center for Financial Planning
Michigan
$40K
CJ
535
Caitlin John
Michigan
$37K +$3.28K +49 +10%
CT
536
Clearstead Trust
Maine
$36.5K
SS
537
Sunbelt Securities
Texas
$36.2K
RFG
538
REAP Financial Group
Texas
$35.4K +$25.3K +378 +252%
Russell Investments Group
539
Russell Investments Group
United Kingdom
$35.1K
1L
540
10Elms LLP
Oklahoma
$34.5K +$34.5K +515 New
GWS
541
Glassman Wealth Services
Virginia
$34.2K
BFP
542
Briaud Financial Planning
Texas
$34K +$34K +517 New
BWL
543
Bogart Wealth LLC
Virginia
$33.8K +$2.68K +40 +9%
TC
544
Truvestments Capital
Florida
$33.5K
MEG
545
Millstone Evans Group
Colorado
$33.3K +$33.3K +497 New
Kayne Anderson Rudnick Investment Management
546
Kayne Anderson Rudnick Investment Management
California
$31K -$46.8K -699 -60%
FWA
547
FSC Wealth Advisors
New York
$30.2K
SA
548
SRH Advisors
Kansas
$30.2K
SFC
549
SYM Financial Corp
Indiana
$29.6K
CAS
550
Coppell Advisory Solutions
Texas
$27.6K +$1.81K +27 +7%