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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 %
SWA
151
Stratos Wealth Advisors
Ohio
$265K +$9.91K +280 +4%
PTC
152
Private Trust Company
Ohio
$263K +$263K +7,379 New
CCA
153
Clearwater Capital Advisors
Illinois
$260K -$20.3K -573 -7%
Baird Financial Group
154
Baird Financial Group
Wisconsin
$249K +$2.65K +75 +1%
AAM
155
Augustine Asset Management
Florida
$238K -$8.32K -235 -3%
WAM
156
Wealthspire Advisors (Maryland)
Maryland
$232K +$232K +6,545 New
B
157
Bridgeworth
Alabama
$226K +$226K +6,385 New
PPP
158
Private Portfolio Partners
New Jersey
$225K +$225K +6,356 New
PWM
159
Perigon Wealth Management
California
$224K +$224K +6,334 New
FHA
160
Flagship Harbor Advisors
Massachusetts
$222K -$123K -3,485 -36%
VWA
161
V Wealth Advisors
Kansas
$218K +$218K +6,178 New
Citigroup
162
Citigroup
New York
$211K +$3.55K +100 +2%
BF
163
BOK Financial
Oklahoma
$211K +$211K +5,966 New
GAG
164
GM Advisory Group
New York
$209K +$209K +5,903 New
RICHC
165
Renaissance Investment Consultants Holding Company
Pennsylvania
$207K +$207K +5,663 New
PA
166
Pinnacle Associates
New York
$207K +$207K +5,848 New
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$205K +$71.7K +2,022 +54%
AWM
168
AE Wealth Management
Kansas
$201K -$208K -5,867 -51%
NL
169
NVWM LLC
Pennsylvania
$194K -$35.5K -1,000 -15%
CIR
170
Clear Investment Research
Georgia
$178K +$19.8K +559 +13%
PFBT
171
Parkside Financial Bank & Trust
Missouri
$153K +$153K +4,330 New
VFA
172
Valeo Financial Advisors
Indiana
$135K -$7.64K -216 -5%
GEA
173
Glen Eagle Advisors
New Jersey
$109K +$90K +2,541 +471%
ACA
174
Aptus Capital Advisors
Alabama
$109K – – –
CFB
175
Cullen/Frost Bankers
Texas
$97K +$97K +2,748 New
5 6
7
8 9