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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 %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$2.94M 62,070 +7,136 +13%
Corient Private Wealth
102
Corient Private Wealth
Florida
$2.9M 61,257 +29,690 +94%
CWM
103
Cedar Wealth Management
California
$2.89M 61,167 +10,463 +21%
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$2.81M 59,429 +2,449 +4%
CAC
105
Certified Advisory Corp
Florida
$2.72M 57,539 -28,740 -33%
FDDB
106
Fidelity D&D Bancorp
Pennsylvania
$2.72M 45,050 +45,050 New
Goldman Sachs
107
Goldman Sachs
New York
$2.66M 56,109 +56,109 New
PFT
108
Providence First Trust
Arizona
$2.54M 53,774 +24,119 +81%
LOIM
109
Liberty One Investment Management
Illinois
$2.46M 52,077 -52 -0.1%
LI
110
LMCG Investments
Massachusetts
$2.43M 51,307 -9,100 -15%
TCM
111
TD Capital Management
Tennessee
$2.42M 51,069 +19,869 +64%
TFGT
112
TS Financial Group (TSFG)
Illinois
$2.42M 51,060 -5,574 -10%
FHA
113
Flagship Harbor Advisors
Massachusetts
$2.37M 50,167 -2,727 -5%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$2.28M 48,275 -1,920 -4%
RW
115
RVW Wealth
California
$2.22M 46,834 -8,018 -15%
PA
116
Parallel Advisors
California
$2.18M 46,113 +8,800 +24%
CAGAS
117
Capital Advisory Group Advisory Services
Minnesota
$2.17M 45,829 -1,134 -2%
1WM
118
1900 Wealth Management
Texas
$2.16M 46,457 +35,871 +339%
MCWS
119
McKinley Carter Wealth Services
West Virginia
$2.13M 45,057 -51,513 -53%
WI
120
WrapManager Inc
California
$2.12M 44,761 -2,591 -5%
ACI
121
Alpha Cubed Investments
California
$2M 42,195 +6,978 +20%
HPC
122
HM Payson & Co
Maine
$1.99M 42,046 -350 -0.8%
HNWAG
123
High Net Worth Advisory Group
Florida
$1.96M 41,518 +22 +0.1%
HI
124
Harbour Investments
Wisconsin
$1.96M 41,402 -646 -2%
GWM
125
Geneos Wealth Management
Colorado
$1.91M 40,420 +4,641 +13%
3 4
5
6 7