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Invesco S&P 500 Quality ETF

307 hedge funds and large institutions have $2.03B invested in Invesco S&P 500 Quality ETF in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 93 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-7
Holders Change %
-2.23%
% of All Funds
5.19%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
34
Increased
111
Reduced
93
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
126
IFP Advisors
Florida
$1.35M
DWM
127
Doyle Wealth Management
Florida
$1.29M -$47.9K -1,141 -4%
IFWM
128
Institute for Wealth Management
Colorado
$1.28M
ACI
129
Alpha Cubed Investments
California
$1.28M +$435K +10,368 +52%
APA
130
American Portfolios Advisors
New York
$1.27M -$29.7K -708 -2%
HWA
131
HHM Wealth Advisors
Tennessee
$1.21M
AssetMark Inc
132
AssetMark Inc
California
$1.2M -$157K -3,746 -12%
KeyBank National Association
133
KeyBank National Association
Ohio
$1.19M +$475K +11,321 +67%
EVM
134
Eaton Vance Management
Massachusetts
$1.18M +$8.81K +210 +0.8%
GWM
135
Geneos Wealth Management
Colorado
$1.17M +$323K +7,633 +38%
CAL
136
Capital Advisors Ltd
Ohio
$1.14M +$59K +1,404 +5%
JWBC
137
J.W. Burns & Co
New York
$1.09M +$1.47K +35 +0.1%
TCM
138
TD Capital Management
Tennessee
$1.09M +$1.09M +25,858 New
SW
139
SVB Wealth
Massachusetts
$1.06M
SFPG
140
Stonebridge Financial Planning Group
Florida
$1.06M -$35.3K -840 -3%
PFT
141
Providence First Trust
Arizona
$1.05M -$92.4K -2,200 -8%
CAAS
142
Capital Asset Advisory Services
Michigan
$1.02M -$56.6K -1,348 -5%
WT
143
Whittier Trust
California
$981K
BWM
144
BCGM Wealth Management
Indiana
$959K +$311K +6,848 +48%
KTC
145
Kistler-Tiffany Companies
Pennsylvania
$943K +$13.2K +315 +1%
AWE
146
Avidian Wealth Enterprises
Texas
$917K +$917K +21,825 New
OWM
147
Orgel Wealth Management
Wisconsin
$897K +$897K +21,349 New
HPC
148
HM Payson & Co
Maine
$869K -$33.4K -795 -4%
PCM
149
Parsons Capital Management
Rhode Island
$797K +$137K +3,254 +21%
HCP
150
Holt Capital Partners
Texas
$790K