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Invesco S&P 500 Quality ETF
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Overview Fund Activity

206 hedge funds and large institutions have $1.01B invested in Invesco S&P 500 Quality ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 79 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+19
Holders Change %
+10.16%
% of All Funds
4.23%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
45
Increased
79
Reduced
58
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$116M
2
LPL Financial
2
LPL Financial
California
$46.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$71.6M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$26.7M
5
MWM
5
Merriman Wealth Management
Washington
$11.7M

Top Sellers

1
QI
1
QS Investors
New York
$4.72M
2
ECM
2
Evergreen Capital Management
Washington
$4.49M
3
UBS Group
3
UBS Group
Switzerland
$18.5M
4
MAM
4
Madison Asset Management
Wisconsin
$20.7M
5
SWA
5
SFMG Wealth Advisors
Texas
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
76
Davenport & Co
Virginia
$1.54M +$1.54M +43,487 New
AI
77
Atria Investments
North Carolina
$1.54M +$1.54M +43,454 New
JWCA
78
J.W. Cole Advisors
Florida
$1.52M +$1.24M +34,892 +428%
BC
79
Barnett & Company
Tennessee
$1.51M +$1.51M +42,601 New
IFWM
80
Institute for Wealth Management
Colorado
$1.5M +$19.8K +559 +1%
AWM
81
Aries Wealth Management
Maine
$1.49M +$726K +20,513 +95%
TF
82
Trek Financial
Arizona
$1.45M +$1.45M +40,898 New
COF
83
Capital One Financial
Virginia
$1.44M +$399K +11,264 +38%
FAAS
84
First Allied Advisory Services
California
$1.42M +$558K +15,766 +65%
DWM
85
Doyle Wealth Management
Florida
$1.41M -$302K -8,537 -18%
MG
86
Mather Group
Illinois
$1.38M +$1.38M +38,894 New
William Blair & Company
87
William Blair & Company
Illinois
$1.35M +$1.35M +38,015 +38,015%
KA
88
Kovack Advisors
Florida
$1.27M +$381K +10,754 +43%
ACI
89
Alpha Cubed Investments
California
$1.23M -$2.23M -62,935 -64%
CAG
90
Crestwood Advisors Group
Massachusetts
$1.21M +$13.9K +392 +1%
CAGAS
91
Capital Advisory Group Advisory Services
Minnesota
$1.2M +$1.2M +33,762 New
TI
92
Trexquant Investment
Connecticut
$1.16M -$985K -27,830 -46%
WI
93
WrapManager Inc
California
$1.15M +$1.15M +32,515 New
CWM
94
Chicago Wealth Management
Illinois
$1.13M +$1.13M +31,893 New
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$1.06M -$256K -7,237 -19%
JWBC
96
J.W. Burns & Co
New York
$961K +$46.6K +1,315 +5%
UCFA
97
United Capital Financial Advisors
Texas
$859K -$133K -3,743 -13%
ACM
98
Armbruster Capital Management
New York
$776K -$163K -4,600 -17%
IWM
99
IHT Wealth Management
Illinois
$761K +$761K +21,501 New
PIA
100
Perennial Investment Advisors
California
$751K +$181K +5,107 +32%
2 3
4
5 6