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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 %
MFG
126
Merit Financial Group
Georgia
$4.05M -$336K -6,220 -8%
ARC
127
Advisor Resource Council
Texas
$3.91M +$3.91M +72,349 New
MA
128
Montag & Associates
Georgia
$3.83M -$60.3K -1,115 -2%
Qube Research & Technologies (QRT)
129
Qube Research & Technologies (QRT)
United Kingdom
$3.63M -$754K -13,946 -17%
Cerity Partners
130
Cerity Partners
New York
$3.6M -$29.5K -546 -0.8%
OCM
131
One Capital Management
California
$3.35M +$3.35M +61,889 New
N
132
Natixis
France
$3.23M -$564K -10,430 -15%
GWMR
133
GC Wealth Management RIA
Massachusetts
$3.14M +$3.14M +58,077 New
HI
134
Harbour Investments
Wisconsin
$3M +$555K +10,266 +23%
BAM
135
Beaumont Asset Management
Texas
$2.97M +$2.97M +55,007 New
WWM
136
Western Wealth Management
Colorado
$2.96M -$37K -684 -1%
PA
137
Parallel Advisors
California
$2.92M -$49.2K -910 -2%
NAM
138
NorthCrest Asset Manangement
Minnesota
$2.91M -$4.44K -82 -0.2%
LI
139
LMCG Investments
Massachusetts
$2.81M +$19K +352 +0.7%
ACI
140
Alpha Cubed Investments
California
$2.77M -$36.9K -683 -1%
IAIM
141
International Assets Investment Management
Florida
$2.64M +$2.64M +48,909 New
HNWAG
142
High Net Worth Advisory Group
Florida
$2.49M +$40.6K +750 +2%
CAGAS
143
Capital Advisory Group Advisory Services
Minnesota
$2.48M +$3.73K +69 +0.2%
FDDB
144
Fidelity D&D Bancorp
Pennsylvania
$2.43M -$783K -14,486 -24%
AAS
145
Avantax Advisory Services
Texas
$2.43M +$282K +5,209 +13%
NA
146
NewEdge Advisors
Louisiana
$2.3M +$94.2K +1,696 +4%
PTC
147
Private Trust Company
Ohio
$2.28M +$448K +8,278 +24%
RW
148
RVW Wealth
California
$2.27M -$49.2K -910 -2%
Comerica Bank
149
Comerica Bank
Texas
$2.23M +$421K +7,787 +23%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$2.22M -$619K -11,441 -22%