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Invesco S&P 500 Quality ETF
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Overview Fund Activity

142 hedge funds and large institutions have $714M invested in Invesco S&P 500 Quality ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-8
Holders Change %
-5.33%
% of All Funds
3.09%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
14
Increased
48
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$25M
2
QA
2
Quantitative Advantage
Minnesota
$10.9M
3
Bank of America
3
Bank of America
North Carolina
$72.6M
4
TWA
4
Tillar-Wenstrup Advisors
Ohio
$3.68M
5
MIH
5
Madison Investment Holdings
Wisconsin
$18.4M

Top Sellers

1
BlackRock
1
BlackRock
New York
$4K
2
Jane Street
2
Jane Street
New York
$1.86M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$55.8M
4
KWM
4
Kingsview Wealth Management
Oregon
$915K
5
Goldman Sachs
5
Goldman Sachs
New York
$422K
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
126
Glen Eagle Advisors
New Jersey
$18.7K +$15.2K +459 +429%
YWP
127
YorkBridge Wealth Partners
New York
$17K – – –
PA
128
Parallel Advisors
California
$12K – – –
RWA
129
Ropes Wealth Advisors
Massachusetts
$12K +$12K +372 New
PFGIA
130
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
PCFFS
131
Pacific Center for Financial Services
California
$9K – – –
GSC
132
G&S Capital
Colorado
$8K – – –
AIS
133
Accurate Investment Solutions
Pennsylvania
$6K +$31 +1 +0.5%
BCI
134
Brinker Capital Investments
Pennsylvania
$5K – – –
BlackRock
135
BlackRock
New York
$4K -$12.8M -423,900 -100%
William Blair & Company
136
William Blair & Company
Illinois
$3K +$3K +100 New
GI
137
Gradient Investments
Minnesota
$2K +$2K +49 New
CWA
138
Clarus Wealth Advisors
Arizona
$1K – – –
LPWM
139
Lake Point Wealth Management
Texas
$1K – – –
BFA
140
Beaumont Financial Advisors
Massachusetts
– -$1.3M -40,521 Closed
BSW
141
Buckingham Strategic Wealth
Missouri
– -$917K -28,514 Closed
AI
142
Atria Investments
North Carolina
– -$706K -21,972 Closed
OMC
143
Old Mission Capital
Illinois
– -$531K -16,508 Closed
COI
144
Capital One Investing
Virginia
– -$453K -14,082 Closed
JIR
145
James Investment Research
Ohio
– -$358K -11,120 Closed
SS
146
Simplicity Solutions
Minnesota
– -$338K -10,515 Closed
GTAM
147
Global Trust Asset Management
Florida
– -$315K -9,800 Closed
PTC
148
Private Trust Company
Ohio
– -$294K -9,161 Closed
PAS
149
Partnervest Advisory Services
California
– -$219K -6,806 Closed
AA
150
Advisory Alpha
Michigan
– -$141K -4,350 Closed
3 4 5
6
7