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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 Holding Trade Value Shares
Change 		Shares
Change %
MA
126
Montag & Associates
Georgia
$4.27M -$9.24K -153 -0.2%
MFG
127
Merit Financial Group
Georgia
$4.26M -$159K -2,701 -4%
Cerity Partners
128
Cerity Partners
New York
$4.22M +$194K +3,210 +5%
CCFM
129
Clear Creek Financial Management
Washington
$4.19M +$3.58M +59,287 +588%
PA
130
Parallel Advisors
California
$4.15M +$894K +14,804 +27%
HI
131
Harbour Investments
Wisconsin
$4.08M +$727K +12,038 +22%
PAS
132
Park Avenue Securities
New York
$4.01M -$2.94M -48,709 -42%
PEA
133
Park Edge Advisors
Ohio
$3.94M +$3.94M +65,251 New
WMA
134
West Michigan Advisors
Michigan
$3.91M +$3.68M +60,928 +1,614%
Comerica Bank
135
Comerica Bank
Texas
$3.85M +$1.36M +22,526 +55%
GWMR
136
GC Wealth Management RIA
Massachusetts
$3.66M +$150K +2,489 +4%
CW
137
Connectus Wealth
Ohio
$3.45M -$73.1M -1,210,362 -95%
BMMM
138
Boston Mountain Money Management
Arkansas
$3.41M +$3.41M +56,430 New
IWM
139
IHT Wealth Management
Illinois
$3.4M +$1.34M +22,150 +65%
BAM
140
Beaumont Asset Management
Texas
$3.39M +$68.5K +1,133 +2%
WWM
141
Western Wealth Management
Colorado
$3.29M -$18.3K -303 -0.6%
HFM
142
Hartford Financial Management
Connecticut
$3.2M +$875K +14,485 +38%
LI
143
LMCG Investments
Massachusetts
$3.18M +$36.5K +604 +1%
RWA
144
Redhawk Wealth Advisors
Minnesota
$2.97M +$795K +13,158 +37%
HNWAG
145
High Net Worth Advisory Group
Florida
$2.9M +$118K +1,946 +4%
IAIM
146
International Assets Investment Management
Florida
$2.84M -$109K -1,801 -4%
CAGAS
147
Capital Advisory Group Advisory Services
Minnesota
$2.78M +$2.12K +35 +0.1%
PFS
148
Prospera Financial Services
Texas
$2.76M -$3.23M -53,538 -54%
FDDB
149
Fidelity D&D Bancorp
Pennsylvania
$2.72M +$2.96K +49 +0.1%
Renaissance Technologies
150
Renaissance Technologies
New York
$2.63M -$2.44M -40,400 -48%
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