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Invesco S&P 500 Quality ETF
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Overview Fund Activity

403 hedge funds and large institutions have $4.07B invested in Invesco S&P 500 Quality ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 161 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+16
Holders Change %
+4.13%
% of All Funds
6.43%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
49
Increased
161
Reduced
112
Closed
28
Calls
$210K
Puts
–
Net Calls
+$210K
Net Calls Change
-$37K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$72.5M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$260M
3
FCAS
3
First Command Advisory Services
Texas
$692M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$61.7M
5
CW
5
Connectus Wealth
Ohio
$58.4M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$51.6M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$51.6M
3
MCM
3
Mainstay Capital Management
Michigan
$48.2M
4
WMR
4
Wealth Management Resources
Rhode Island
$5.5M
5
RWA
5
Redhawk Wealth Advisors
Minnesota
$4.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
51
Focus Financial Network
Minnesota
$10.9M +$70.4K +1,406 +0.6%
ECM
52
Evergreen Capital Management
Washington
$10.3M +$612K +12,237 +6%
CAM
53
Cozad Asset Management
Illinois
$10.3M +$7.96K +159 +0.1%
LPT
54
Legacy Private Trust
Wisconsin
$10.3M -$671K -13,406 -6%
Two Sigma Investments
55
Two Sigma Investments
New York
$10.1M +$8.49M +169,700 +529%
Creative Planning
56
Creative Planning
Kansas
$9.96M +$9.51M +189,985 +2,075%
SCA
57
Snowden Capital Advisors
New York
$9.77M -$19.5K -390 -0.2%
Mariner
58
Mariner
Kansas
$8.9M -$243K -4,855 -3%
BHWA
59
Beacon Harbor Wealth Advisors
Virginia
$8.65M +$200 +4 +0%
JPG
60
Jordan Park Group
California
$8.52M – – –
CMA
61
Cedar Mountain Advisors
Oregon
$8.39M -$212K -4,239 -2%
KW
62
KWB Wealth
California
$8.35M -$331K -6,556 -4%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$8.21M +$2.61M +52,164 +47%
Two Sigma Advisers
64
Two Sigma Advisers
New York
$8.14M +$7.37M +147,300 +963%
JPMPWA
65
J.P. Morgan Private Wealth Advisors
California
$8.07M -$2M -39,969 -20%
TFGT
66
TS Financial Group (TSFG)
Illinois
$7.96M +$5.43M +108,547 +215%
SVWAG
67
Sound View Wealth Advisors Group
Georgia
$7.91M +$554K +11,076 +8%
SMA
68
Sage Mountain Advisors
Georgia
$7.85M -$340K -6,785 -4%
OWM
69
Opes Wealth Management
California
$7.63M +$237K +4,731 +3%
Truist Financial
70
Truist Financial
North Carolina
$7.56M +$151K +3,018 +2%
FAIM
71
Financial Advocates Investment Management
Washington
$7.52M -$233K -4,665 -3%
AWS
72
Atria Wealth Solutions
New York
$7.51M +$704K +14,075 +10%
NF
73
Nikulski Financial
Iowa
$7.5M +$93.7K +1,872 +1%
PAG
74
Private Advisor Group
New Jersey
$7.44M -$340K -6,787 -4%
Invesco
75
Invesco
Georgia
$7.4M -$883K -17,652 -11%
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