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Invesco S&P 500 Quality ETF
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Overview Fund Activity

236 hedge funds and large institutions have $1.32B invested in Invesco S&P 500 Quality ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 76 reducing their positions, and 20 closing their positions.

Holders
236
Holders Change
+4
Holders Change %
+1.72%
% of All Funds
4.16%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
25
Increased
98
Reduced
76
Closed
20
Calls
$217K
Puts
–
Net Calls
+$217K
Net Calls Change
+$217K

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$14.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$44.3M
3
GI
3
Glovista Investments
New Jersey
$11.9M
4
Invesco
4
Invesco
Georgia
$9.4M
5
MAM
5
Madison Asset Management
Wisconsin
$28.6M

Top Sellers

1
QA
1
Quantitative Advantage
Minnesota
$0
2
Ameriprise
2
Ameriprise
Minnesota
$51.7M
3
FHC
3
First Heartland Consultants
Missouri
$0
4
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$0
5
RBCM
5
Raub Brock Capital Management
California
$11.2M
Name Market Value Shares Shares
Change 		Shares
Change %
EFS
76
Essex Financial Services
Connecticut
$2.02M 45,455 +4,885 +12%
HI
77
Harbour Investments
Wisconsin
$1.95M 43,950 +43,950 New
AIP
78
Ahrens Investment Partners
Louisiana
$1.94M 43,732 -6,200 -12%
RF
79
Rollins Financial
Georgia
$1.87M 42,255 +550 +1%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$1.85M 41,636 +2,630 +7%
SW
81
SlateStone Wealth
Florida
$1.83M 41,310 -583 -1%
Citadel Advisors
82
Citadel Advisors
Florida
$1.81M 40,878 +40,878 New
OAM
83
Optimal Asset Management
California
$1.76M 39,690 +630 +2%
IA
84
IFP Advisors
Florida
$1.72M 38,774 -6,810 -15%
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$1.72M 38,690 +16,231 +72%
William Blair & Company
86
William Blair & Company
Illinois
$1.65M 37,155 -318 -0.8%
SCM
87
Stonehearth Capital Management
Massachusetts
$1.64M 37,034 -230 -0.6%
CAGAS
88
Capital Advisory Group Advisory Services
Minnesota
$1.61M 36,252 +1,300 +4%
JWCA
89
J.W. Cole Advisors
Florida
$1.58M 35,588 -881 -2%
DWM
90
Doyle Wealth Management
Florida
$1.56M 35,277 -181 -0.5%
ACI
91
Alpha Cubed Investments
California
$1.55M 34,849 +4,215 +14%
CAAS
92
Capital Asset Advisory Services
Michigan
$1.43M 32,316 -12,252 -27%
CWM
93
Chicago Wealth Management
Illinois
$1.39M 31,541 -214 -0.7%
GLA
94
Good Life Advisors
Pennsylvania
$1.39M 31,508 +4,189 +15%
CAG
95
Crestwood Advisors Group
Massachusetts
$1.37M 30,957 +1,005 +3%
FAT
96
First American Trust
California
$1.37M 30,894 -18,335 -37%
IFWM
97
Institute for Wealth Management
Colorado
$1.35M 30,490 -505 -2%
AssetMark Inc
98
AssetMark Inc
California
$1.32M 29,747 -21,493 -42%
MIAN
99
Mariner Independent Advisor Network
Kansas
$1.32M 29,658 +5,328 +22%
FAIM
100
Financial Advocates Investment Management
Washington
$1.29M 29,177 +1,859 +7%
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4
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