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Invesco S&P 500 Quality ETF

441 hedge funds and large institutions have $4.86B invested in Invesco S&P 500 Quality ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 168 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+38
Holders Change %
+9.43%
% of All Funds
6.47%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.43%
New
72
Increased
168
Reduced
132
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWM
76
Opes Wealth Management
California
$8.02M -$222K -4,103 -3%
SMA
77
Sage Mountain Advisors
Georgia
$8.02M -$460K -8,497 -5%
ES
78
Eagle Strategies
New York
$7.96M +$286K +5,291 +4%
OPS
79
Orion Portfolio Solutions
Nebraska
$7.92M -$47.7M -883,846 -86%
BCI
80
Brinker Capital Investments
Pennsylvania
$7.92M -$47.7M -883,846 -86%
PAG
81
Private Advisor Group
New Jersey
$7.84M -$205K -3,789 -3%
IF
82
Intrua Financial
Texas
$7.82M +$7.82M +144,528 New
CWM
83
Chicago Wealth Management
Illinois
$7.77M +$2.3M +42,615 +42%
PS
84
Principal Securities
Iowa
$7.74M +$7.74M +143,192 New
HC
85
Hoese & Co
Minnesota
$7.24M -$113K -2,181 -2%
CA
86
Cresta Advisors
Texas
$7.19M +$473K +8,743 +7%
DWS
87
Dynamic Wealth Strategies
California
$7.18M +$7.18M +132,727 New
DI
88
DAGCO Inc
Ohio
$7.18M +$7.18M +132,727 New
SWA
89
Strategies Wealth Advisors
Michigan
$6.96M -$493K -9,111 -7%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$6.84M -$2.03M -37,462 -23%
AF
91
Allworth Financial
California
$6.78M +$238K +4,408 +4%
Citadel Advisors
92
Citadel Advisors
Florida
$6.56M +$6.14M +113,533 +1,467%
TWC
93
TD Waterhouse Canada
Ontario, Canada
$6.54M +$215K +3,123 +3%
PLU
94
Performa Ltd (US)
South Carolina
$6.5M +$266K +4,927 +4%
IWP
95
IAG Wealth Partners
Wisconsin
$6.27M +$581K +10,746 +10%
PAS
96
Park Avenue Securities
New York
$6.22M -$113K -2,090 -2%
SF
97
Symphony Financial
Texas
$6.19M +$9.24K +170 +0.1%
LOIM
98
Liberty One Investment Management
Illinois
$6.15M -$149K -2,756 -2%
VP
99
Verum Partners
North Carolina
$5.88M -$851K -15,736 -13%
CWM
100
Cornerstone Wealth Management
Missouri
$5.73M -$11.4K -211 -0.2%