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Invesco S&P 500 Quality ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
51
Raymond James & Associates
Florida
$11.5M +$4.69M +92,954 +69%
LPT
52
Legacy Private Trust
Wisconsin
$11M -$1.29M -25,614 -11%
FFN
53
Focus Financial Network
Minnesota
$11M +$222K +4,410 +2%
MML Investors Services
54
MML Investors Services
Massachusetts
$10.8M +$2.73M +54,195 +34%
CAM
55
Cozad Asset Management
Illinois
$10.4M +$108K +2,145 +1%
JPMPWA
56
J.P. Morgan Private Wealth Advisors
California
$10.2M -$22.3M -442,779 -69%
SCA
57
Snowden Capital Advisors
New York
$9.87M -$2.48M -49,246 -20%
ECM
58
Evergreen Capital Management
Washington
$9.78M +$193K +3,829 +2%
Mariner
59
Mariner
Kansas
$9.22M +$1.92M +38,073 +26%
BHWA
60
Beacon Harbor Wealth Advisors
Virginia
$8.72M +$4.3M +85,269 +97%
KW
61
KWB Wealth
California
$8.68M +$8.68M +172,134 New
CMA
62
Cedar Mountain Advisors
Oregon
$8.67M +$35K +693 +0.4%
JPG
63
Jordan Park Group
California
$8.59M
BWM
64
BerganKDV Wealth Management
Minnesota
$8.52M -$137K -2,723 -2%
Invesco
65
Invesco
Georgia
$8.35M -$676K -13,399 -7%
SMA
66
Sage Mountain Advisors
Georgia
$8.25M +$7.72K +153 +0.1%
PAG
67
Private Advisor Group
New Jersey
$7.84M -$787K -15,608 -9%
FAIM
68
Financial Advocates Investment Management
Washington
$7.82M +$3.47M +68,793 +80%
NF
69
Nikulski Financial
Iowa
$7.47M +$75.2K +1,490 +1%
Truist Financial
70
Truist Financial
North Carolina
$7.47M +$213K +4,213 +3%
OWM
71
Opes Wealth Management
California
$7.45M -$78K -1,547 -1%
SVWAG
72
Sound View Wealth Advisors Group
Georgia
$7.42M +$46.1K +913 +0.6%
FWA
73
Freedom Wealth Alliance
Wisconsin
$7.4M -$65.5K -1,284 -0.9%
HC
74
Hoese & Co
Minnesota
$7.14M +$3.47M +68,707 +94%
FHA
75
Flagship Harbor Advisors
Massachusetts
$7.13M +$4.6M +91,115 +182%