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Invesco S&P 500 Quality ETF
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Overview Fund Activity

307 hedge funds and large institutions have $2.03B invested in Invesco S&P 500 Quality ETF in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 93 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-7
Holders Change %
-2.23%
% of All Funds
5.19%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
34
Increased
111
Reduced
93
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$148M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$121M
3
Ameriprise
3
Ameriprise
Minnesota
$57.1M
4
LPL Financial
4
LPL Financial
California
$122M
5
SL
5
Savior LLC
Massachusetts
$9.96M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$163M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$25.7M
3
MAM
3
Madison Asset Management
Wisconsin
$38.1M
4
LPT
4
Legacy Private Trust
Wisconsin
$17.2M
5
RBCM
5
Raub Brock Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
51
Opes Wealth Management
California
$6.09M +$110K +2,610 +2%
TWC
52
TD Waterhouse Canada
Ontario, Canada
$6M +$88.3K +1,648 +1%
CPC
53
Consolidated Planning Corp
Georgia
$5.5M +$5.5M +131,051 New
NRI
54
NFP Retirement Inc
California
$5.49M +$10.5K +250 +0.2%
MML Investors Services
55
MML Investors Services
Massachusetts
$5.32M +$167K +3,982 +3%
WWM
56
Western Wealth Management
Colorado
$5.3M +$54.8K +1,304 +1%
AF
57
Allworth Financial
California
$4.54M -$126K -2,995 -3%
OCM
58
One Capital Management
California
$4.53M -$2.43M -57,937 -35%
CWC
59
Carolinas Wealth Consulting
North Carolina
$4.38M +$153K +3,653 +4%
CAC
60
Certified Advisory Corp
Florida
$4.34M +$1.45M +34,493 +50%
MSFS
61
Main Street Financial Solutions
Pennsylvania
$4.34M -$893K -21,255 -17%
CWM
62
Cornerstone Wealth Management
Missouri
$4.25M +$759K +18,067 +22%
FPW
63
Flagship Private Wealth
Massachusetts
$4.23M -$145K -3,443 -3%
EFS
64
Essex Financial Services
Connecticut
$4.22M +$199K +4,749 +5%
SVWAG
65
Sound View Wealth Advisors Group
Georgia
$4.06M +$19.3K +459 +0.5%
WDL
66
Well Done LLC
Michigan
$4.01M +$95.4K +2,271 +2%
LNC
67
Lincoln National Corp
Pennsylvania
$3.92M -$446K -10,611 -10%
PLU
68
Performa Ltd (US)
South Carolina
$3.9M +$209K +5,000 +6%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$3.6M -$1.19M -28,270 -25%
HighTower Advisors
70
HighTower Advisors
Illinois
$3.45M -$554K -13,189 -14%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$3.37M -$258K -6,134 -7%
AWS
72
Atria Wealth Solutions
New York
$3.22M +$264K +6,291 +9%
MA
73
Montag & Associates
Georgia
$3.2M -$7.14K -170 -0.2%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$3.1M +$112K +2,676 +4%
JG
75
Jefferies Group
New York
$2.93M +$2.93M +69,671 New
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3
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