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Invesco S&P 500 Quality ETF
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Overview Fund Activity

474 hedge funds and large institutions have $5.97B invested in Invesco S&P 500 Quality ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 185 increasing their positions, 146 reducing their positions, and 28 closing their positions.

Holders
474
Holders Change
+33
Holders Change %
+7.48%
% of All Funds
6.87%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.46%
New
63
Increased
185
Reduced
146
Closed
28
Calls
$876K
Puts
$387K
Net Calls
+$489K
Net Calls Change
+$489K

Top Buyers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$279M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$400M
3
Ameriprise
3
Ameriprise
Minnesota
$197M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$422M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$57M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$195M
2
CW
2
Connectus Wealth
Ohio
$3.45M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$47.2M
4
SGWM
4
Sterling Group Wealth Management
California
$228K
5
CJH
5
Christopher J. Hasenberg
Wisconsin
$43.4K
Name Market Value Shares Shares
Change 		Shares
Change %
SFPG
101
Stonebridge Financial Planning Group
Florida
$6.52M 107,935 +3,881 +4%
WDL
102
Well Done LLC
Michigan
$6.5M 107,540 +6,494 +6%
CWM
103
Cornerstone Wealth Management
Missouri
$6.48M 107,294 +1,315 +1%
William Blair & Company
104
William Blair & Company
Illinois
$6.44M 106,508 +9,587 +10%
CAC
105
Certified Advisory Corp
Florida
$6.03M 99,812 +23,955 +32%
NRI
106
NFP Retirement Inc
California
$5.8M 95,920 +838 +0.9%
IF
107
Integrity Financial
Wyoming
$5.54M 91,612 +87,105 +1,933%
PWA
108
Provenance Wealth Advisors
Florida
$5.53M 91,605 -726 -0.8%
RA
109
RFG Advisory
Alabama
$5.53M 91,496 +5,159 +6%
Citadel Advisors
110
Citadel Advisors
Florida
$5.48M 90,740 -30,531 -25%
LNC
111
Lincoln National Corp
Pennsylvania
$5.42M 89,682 +1,425 +2%
T
112
Tidemark
California
$5.38M 89,094 +8,185 +10%
Invesco
113
Invesco
Georgia
$5.34M 88,443 -1,024 -1%
PLU
114
Performa Ltd (US)
South Carolina
$5.33M 88,219 -31,998 -27%
BCI
115
Brinker Capital Investments
Pennsylvania
$5.16M 85,368 -61,485 -42%
OPS
116
Orion Portfolio Solutions
Nebraska
$5.16M 85,368 -61,485 -42%
FPW
117
Flagship Private Wealth
Massachusetts
$5.03M 83,206 +3,483 +4%
PFT
118
Providence First Trust
Arizona
$5.01M 82,904 +80 +0.1%
CPC
119
Consolidated Planning Corp
Georgia
$4.95M 82,006 -2,037 -2%
VP
120
Verum Partners
North Carolina
$4.91M 81,255 -27,491 -25%
EFS
121
Essex Financial Services
Connecticut
$4.82M 79,791 +3,818 +5%
CWM
122
Cedar Wealth Management
California
$4.8M 79,480 +3,209 +4%
SOS
123
Silver Oak Securities
Tennessee
$4.75M 78,622 +64,740 +466%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$4.73M 78,293 +2,088 +3%
PP
125
Prudential plc
United Kingdom
$4.42M 73,200 +73,200 New
3 4
5
6 7