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Invesco S&P 500 Quality ETF
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Overview Fund Activity

206 hedge funds and large institutions have $1.01B invested in Invesco S&P 500 Quality ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 79 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+19
Holders Change %
+10.16%
% of All Funds
4.23%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
45
Increased
79
Reduced
58
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$116M
2
LPL Financial
LPL Financial
California
$46.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$71.6M
4
Osaic Holdings
Osaic Holdings
Arizona
$26.7M
5
MWM
Merriman Wealth Management
Washington
$11.7M

Top Sellers

1
QI
QS Investors
New York
$4.72M
2
ECM
Evergreen Capital Management
Washington
$4.49M
3
UBS Group
UBS Group
Switzerland
$18.5M
4
MAM
Madison Asset Management
Wisconsin
$20.7M
5
SWA
SFMG Wealth Advisors
Texas
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
126
HM Payson & Co
Maine
$411K +$4.25K +120 +1%
CAC
127
Certified Advisory Corp
Florida
$400K +$326K +9,204 +443%
RJA
128
Raymond James & Associates
Florida
$395K +$13.6K +383 +4%
AWM
129
Altium Wealth Management
New York
$385K -$25.1K -708 -6%
CIAS
130
Capital Investment Advisory Services
North Carolina
$382K -$113K -3,184 -23%
FA
131
FCG Advisors
New Jersey
$365K +$708 +20 +0.2%
GWM
132
Geneos Wealth Management
Colorado
$363K +$123K +3,570 +51%
PAS
133
Park Avenue Securities
New York
$360K +$34.6K +976 +11%
NL
134
NWAM LLC
Washington
$359K -$63.7K -1,800 -15%
LIM
135
Leavell Investment Management
Alabama
$354K – – –
MWM
136
Mission Wealth Management
California
$354K +$354K +10,010 New
Millennium Management
137
Millennium Management
New York
$349K +$349K +9,853 New
SMG
138
Smart Money Group
Texas
$338K +$34.3K +969 +11%
Creative Planning
139
Creative Planning
Kansas
$326K -$21.3K -601 -6%
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$314K -$113K -3,191 -26%
Bank of New York Mellon
141
Bank of New York Mellon
New York
$306K -$83.6K -2,361 -21%
LWMM
142
Legacy Wealth Management (Mississippi)
Mississippi
$301K – – –
CCFM
143
Clear Creek Financial Management
Washington
$296K +$296K +8,368 New
SL
144
Salomon & Ludwin
Virginia
$293K -$99.1K -2,799 -25%
ASN
145
Advisory Services Network
Georgia
$291K – – –
NWP
146
Northstar Wealth Partners
Connecticut
$285K +$17.7K +502 +7%
WANY
147
Wealthspire Advisors (New York)
New York
$283K +$283K +8,000 New
WAP
148
Wealthcare Advisory Partners
Pennsylvania
$276K +$276K +7,786 New
JPMPWA
149
J.P. Morgan Private Wealth Advisors
California
$275K -$11.4K -323 -4%
EWF
150
Epstein & White Financial
California
$269K +$1.24K +35 +0.5%
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6
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