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Invesco S&P 500 Quality ETF
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Overview Fund Activity

312 hedge funds and large institutions have $2.05B invested in Invesco S&P 500 Quality ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+55
Holders Change %
+21.4%
% of All Funds
4.82%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.23%
New
73
Increased
113
Reduced
69
Closed
14
Calls
$490K
Puts
–
Net Calls
+$490K
Net Calls Change
+$53K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$80.2M
2
LPL Financial
2
LPL Financial
California
$139M
3
GVAG
3
Great Valley Advisor Group
Delaware
$10M
4
MCM
4
Mainstay Capital Management
Michigan
$9.55M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$9.38M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$48.7M
2
QA
2
Quantitative Advantage
Minnesota
$0
3
AIA
3
Angeles Investment Advisors
California
$0
4
Franklin Resources
4
Franklin Resources
California
$133K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
76
Financial Management Professionals
Texas
$3.45M +$3.45M +64,764 New
SWA
77
Strategies Wealth Advisors
Michigan
$3.38M +$3.38M +63,528 New
SWP
78
Stratos Wealth Partners
Ohio
$3.36M +$823K +15,474 +33%
KA
79
Kovack Advisors
Florida
$3.29M -$34.3K -645 -1%
OPS
80
Orion Portfolio Solutions
Nebraska
$3.17M +$658K +12,364 +26%
WWM
81
Western Wealth Management
Colorado
$3.13M +$3.13M +58,755 New
PP
82
Prudential plc
United Kingdom
$3.01M +$3.01M +56,500 New
GIA
83
GHP Investment Advisors
Colorado
$2.83M -$44.7K -841 -2%
WI
84
WrapManager Inc
California
$2.78M -$58.6K -1,102 -2%
LOIM
85
Liberty One Investment Management
Illinois
$2.76M -$55.2K -1,038 -2%
PA
86
Parallel Advisors
California
$2.67M -$426 -8 -0%
CWM
87
Cedar Wealth Management
California
$2.65M – – –
RF
88
Rollins Financial
Georgia
$2.65M +$2.65M +49,737 New
AWM
89
Aries Wealth Management
Maine
$2.59M +$36.6K +688 +1%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$2.52M +$682K +12,821 +37%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$2.47M +$26K +488 +1%
N
92
Natixis
France
$2.42M +$16K +300 +0.7%
HI
93
Harbour Investments
Wisconsin
$2.38M -$136K -2,556 -5%
CAGAS
94
Capital Advisory Group Advisory Services
Minnesota
$2.27M +$328K +6,170 +17%
RJA
95
Raymond James & Associates
Florida
$2.26M +$306K +5,743 +16%
JWCA
96
J.W. Cole Advisors
Florida
$2.26M +$2.26M +42,376 New
HC
97
Hoese & Co
Minnesota
$2.24M +$147K +2,760 +7%
CF
98
Clarity Financial
Texas
$2.21M +$218K +4,096 +11%
GB
99
Gunma Bank
Japan
$2.13M +$2.13M +40,000 New
FAIM
100
Financial Advocates Investment Management
Washington
$2.12M +$154K +2,903 +8%
2 3
4
5 6