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Invesco S&P 500 Quality ETF

387 hedge funds and large institutions have $3.96B invested in Invesco S&P 500 Quality ETF in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 144 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+29
Holders Change %
+8.1%
% of All Funds
6.1%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.43%
New
59
Increased
144
Reduced
110
Closed
24
Calls
$247K
Puts
Net Calls
+$247K
Net Calls Change
-$482K
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
76
Strategies Wealth Advisors
Michigan
$7.06M +$402K +7,975 +6%
ES
77
Eagle Strategies
New York
$6.87M +$6.87M +136,097 New
AWS
78
Atria Wealth Solutions
New York
$6.86M +$2.19M +43,458 +47%
AF
79
Allworth Financial
California
$6.18M +$60.8K +1,205 +1%
PAS
80
Park Avenue Securities
New York
$6.15M +$5.2M +103,019 +548%
TWC
81
TD Waterhouse Canada
Ontario, Canada
$5.98M +$45.7K +702 +0.8%
PLU
82
Performa Ltd (US)
South Carolina
$5.87M +$298K +5,898 +5%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$5.64M +$966K +19,140 +21%
RA
84
RFG Advisory
Alabama
$5.62M +$175K +3,466 +3%
CAM
85
Cresset Asset Management
Illinois
$5.38M +$45.2K +896 +0.8%
CWM
86
Cornerstone Wealth Management
Missouri
$5.31M +$81.4K +1,613 +2%
Goldman Sachs
87
Goldman Sachs
New York
$5.29M +$2.45M +48,655 +87%
SFPG
88
Stonebridge Financial Planning Group
Florida
$5.25M +$4.04M +80,038 +334%
WDL
89
Well Done LLC
Michigan
$5.19M -$114K -2,250 -2%
SF
90
Symphony Financial
Texas
$5.16M -$841K -16,861 -14%
IWP
91
IAG Wealth Partners
Wisconsin
$5.15M +$1.17M +23,179 +29%
NRI
92
NFP Retirement Inc
California
$5M -$28.3K -561 -0.6%
CPC
93
Consolidated Planning Corp
Georgia
$4.96M -$222K -4,398 -4%
JWM
94
Jackson Wealth Management
Florida
$4.88M +$4.88M +96,642 New
CWC
95
Carolinas Wealth Consulting
North Carolina
$4.83M -$144K -2,848 -3%
HighTower Advisors
96
HighTower Advisors
Illinois
$4.63M +$690K +13,700 +18%
Citadel Advisors
97
Citadel Advisors
Florida
$4.4M +$4.15M +82,299 +1,645%
MFG
98
Merit Financial Group
Georgia
$4.37M -$1.87M -37,117 -30%
FPW
99
Flagship Private Wealth
Massachusetts
$4.28M -$91.4K -1,812 -2%
PFT
100
Providence First Trust
Arizona
$4.17M +$1.45M +28,785 +54%