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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 %
SFPG
101
Stonebridge Financial Planning Group
Florida
$5.63M -$613K -11,342 -10%
WDL
102
Well Done LLC
Michigan
$5.46M -$95.3K -1,762 -2%
RF
103
Rollins Financial
Georgia
$5.37M +$1.29M +23,830 +32%
RFA
104
Rollins Financial Advisors
New York
$5.37M +$5.37M +99,372 New
PFS
105
Prospera Financial Services
Texas
$5.36M +$1.41M +26,078 +36%
TCM
106
TD Capital Management
Tennessee
$5.27M +$358K +6,617 +7%
William Blair & Company
107
William Blair & Company
Illinois
$5.24M +$530K +9,806 +11%
NRI
108
NFP Retirement Inc
California
$5.14M -$140K -2,596 -3%
JWM
109
Jackson Wealth Management
Florida
$5.13M -$105K -1,943 -2%
PWA
110
Provenance Wealth Advisors
Florida
$4.99M -$173K -3,193 -3%
Invesco
111
Invesco
Georgia
$4.84M -$3.16M -58,354 -39%
LNC
112
Lincoln National Corp
Pennsylvania
$4.77M +$86.4K +1,598 +2%
HighTower Advisors
113
HighTower Advisors
Illinois
$4.77M +$115K +2,121 +2%
RA
114
RFG Advisory
Alabama
$4.67M -$17.7K -328 -0.4%
CWP
115
Concord Wealth Partners
Virginia
$4.62M +$353K +6,526 +8%
CPC
116
Consolidated Planning Corp
Georgia
$4.55M -$575K -10,641 -11%
Renaissance Technologies
117
Renaissance Technologies
New York
$4.54M +$2.81M +52,000 +163%
PFT
118
Providence First Trust
Arizona
$4.48M -$11.7K -216 -0.3%
T
119
Tidemark
California
$4.38M +$4.38M +80,909 New
FPW
120
Flagship Private Wealth
Massachusetts
$4.31M -$51.6K -954 -1%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$4.19M +$3.58M +66,156 +587%
CWM
122
Cedar Wealth Management
California
$4.12M +$465K +8,603 +13%
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$4.12M +$204K +3,767 +5%
EFS
124
Essex Financial Services
Connecticut
$4.11M -$31.7K -586 -0.8%
CAC
125
Certified Advisory Corp
Florida
$4.1M +$1.69M +31,292 +70%