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Invesco S&P 500 Quality ETF
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Overview Fund Activity

474 hedge funds and large institutions have $5.97B invested in Invesco S&P 500 Quality ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 185 increasing their positions, 146 reducing their positions, and 28 closing their positions.

Holders
474
Holders Change
+33
Holders Change %
+7.48%
% of All Funds
6.87%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.46%
New
63
Increased
185
Reduced
146
Closed
28
Calls
$876K
Puts
$387K
Net Calls
+$489K
Net Calls Change
+$489K

Top Buyers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$279M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$400M
3
Ameriprise
3
Ameriprise
Minnesota
$197M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$422M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$57M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$195M
2
CW
2
Connectus Wealth
Ohio
$3.45M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$47.2M
4
SGWM
4
Sterling Group Wealth Management
California
$228K
5
CJH
5
Christopher J. Hasenberg
Wisconsin
$43.4K
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$15.3M 252,535 -2,555 -1%
TA
52
TruWealth Advisors
Louisiana
$15.1M 250,686 +2,286 +0.9%
ECM
53
Evergreen Capital Management
Washington
$14.7M 243,389 +12,735 +6%
Truist Financial
54
Truist Financial
North Carolina
$13.4M 222,472 +15,582 +8%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$12.9M 213,970 +26,990 +14%
Mariner
56
Mariner
Kansas
$12.9M 213,476 -44,110 -17%
KW
57
KWB Wealth
California
$12.8M 211,799 +48,916 +30%
FSA
58
Financial Services Advisory
Maryland
$12.7M 210,087 -2,973 -1%
CAM
59
Cozad Asset Management
Illinois
$12.3M 203,762 -2,896 -1%
PAG
60
Private Advisor Group
New Jersey
$12.1M 200,795 +55,876 +39%
GRP
61
Global Retirement Partners
California
$11.9M 196,143 -35,476 -15%
SCA
62
Snowden Capital Advisors
New York
$11.7M 193,892 +1,808 +0.9%
JFG
63
Jefferies Financial Group
New York
$11.7M 193,731 +19,431 +11%
Two Sigma Advisers
64
Two Sigma Advisers
New York
$11.5M 189,800 -200,100 -51%
FFN
65
Focus Financial Network
Minnesota
$11.3M 195,652 -26,367 -12%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$11.2M 185,218 +58,680 +46%
CAM
67
Cresset Asset Management
Illinois
$10.7M 177,654 +24,230 +16%
WMR
68
Wealth Management Resources
Rhode Island
$10.7M 176,510 +22,960 +15%
FAIM
69
Financial Advocates Investment Management
Washington
$10.6M 175,500 +4,659 +3%
LPT
70
Legacy Private Trust
Wisconsin
$10.5M 173,178 -16,800 -9%
JPG
71
Jordan Park Group
California
$10.3M 170,250 – –
CMA
72
Cedar Mountain Advisors
Oregon
$10.2M 169,555 +1,319 +0.8%
AWM
73
AE Wealth Management
Kansas
$10.1M 166,417 -30,489 -15%
OWM
74
Opes Wealth Management
California
$9.99M 165,412 +17,127 +12%
AWA
75
Alaska Wealth Advisors
Alaska
$9.92M 164,248 +164,248 New
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3
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