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Invesco S&P 500 Quality ETF
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Overview Fund Activity

358 hedge funds and large institutions have $3.2B invested in Invesco S&P 500 Quality ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 102 reducing their positions, and 30 closing their positions.

Holders
358
Holders Change
+17
Holders Change %
+4.99%
% of All Funds
5.73%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.38%
New
53
Increased
125
Reduced
102
Closed
30
Calls
$729K
Puts
–
Net Calls
+$729K
Net Calls Change
+$276K

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$608M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$99.8M
3
PI
3
PFS Investments
Georgia
$63.4M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$50.1M
5
LPL Financial
5
LPL Financial
California
$194M

Top Sellers

1
MFG
1
Merit Financial Group
Georgia
$5.85M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$3.13M
3
CPA
3
Capital Planning Advisors
California
$17.2M
4
AWS
4
AJ Wealth Strategies
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$145M
Name Market Value Shares Shares
Change 		Shares
Change %
WDL
76
Well Done LLC
Michigan
$4.97M 105,112 +234 +0.2%
CWM
77
Cornerstone Wealth Management
Missouri
$4.9M 103,558 +103,558 New
CPC
78
Consolidated Planning Corp
Georgia
$4.86M 102,708 -26,311 -20%
NRI
79
NFP Retirement Inc
California
$4.72M 99,750 -1,768 -2%
CWC
80
Carolinas Wealth Consulting
North Carolina
$4.67M 98,627 -2,942 -3%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$4.39M 92,696 +20,938 +29%
AWS
82
Atria Wealth Solutions
New York
$4.38M 92,591 -1,994 -2%
BHWA
83
Beacon Harbor Wealth Advisors
Virginia
$4.15M 87,592 +87,592 New
FPW
84
Flagship Private Wealth
Massachusetts
$4.1M 86,621 -5,390 -6%
FAIM
85
Financial Advocates Investment Management
Washington
$4.08M 86,204 +7,455 +9%
SWP
86
Stratos Wealth Partners
Ohio
$3.92M 82,744 +13,058 +19%
IWP
87
IAG Wealth Partners
Wisconsin
$3.73M 78,826 +24,547 +45%
HighTower Advisors
88
HighTower Advisors
Illinois
$3.7M 78,126 -6,887 -8%
William Blair & Company
89
William Blair & Company
Illinois
$3.52M 74,451 +6,327 +9%
EFS
90
Essex Financial Services
Connecticut
$3.51M 74,159 +1,964 +3%
MA
91
Montag & Associates
Georgia
$3.5M 73,977 -200 -0.3%
JFG
92
Jefferies Financial Group
New York
$3.49M 73,825 -1,281 -2%
LNC
93
Lincoln National Corp
Pennsylvania
$3.45M 72,945 +6 +0%
TA
94
TruWealth Advisors
Louisiana
$3.36M 71,051 +1,734 +3%
IDA
95
Intelligence Driven Advisers
California
$3.33M 70,246 -1,358 -2%
HC
96
Hoese & Co
Minnesota
$3.29M 72,825 +5,390 +8%
N
97
Natixis
France
$3.26M 68,882 -21,954 -24%
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$3.13M 66,078 -1,802,990 -96%
RF
99
Rollins Financial
Georgia
$3.11M 65,683 +5,298 +9%
WWM
100
Western Wealth Management
Colorado
$2.94M 62,211 +188 +0.3%
2 3
4
5 6