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Invesco S&P 500 Quality ETF

312 hedge funds and large institutions have $2.05B invested in Invesco S&P 500 Quality ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 113 increasing their positions, 69 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+55
Holders Change %
+21.4%
% of All Funds
4.82%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.23%
New
73
Increased
113
Reduced
69
Closed
14
Calls
$490K
Puts
Net Calls
+$490K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Shares
Change %
EFA
151
Evernest Financial Advisors
Indiana
$783K +$783K +13,601 New
VR
152
Viridian RIA
Washington
$782K +$782K +14,700 New
DAS
153
Dynamic Advisor Solutions
Arizona
$759K -$14.3K -268 -2%
BWM
154
BCGM Wealth Management
Indiana
$758K
PCM
155
Parsons Capital Management
Rhode Island
$755K -$4.95K -93 -0.7%
AMCA
156
Arthur M. Cohen & Associates
Illinois
$750K
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$744K +$50.1K +941 +7%
Prudential Financial
158
Prudential Financial
New Jersey
$743K +$353K +6,717 +90%
Northern Trust
159
Northern Trust
Illinois
$720K
TC
160
Trilogy Capital
California
$716K +$397K +7,460 +125%
SPC
161
Sigma Planning Corp
Michigan
$707K +$170K +3,192 +32%
KWM
162
Kingsview Wealth Management
Oregon
$667K -$17.8K -334 -3%
LAM
163
LifePro Asset Management
California
$661K -$9.96K -187 -1%
CWM
164
CarsonAllaria Wealth Management
Illinois
$634K +$634K +11,923 New
KFGK
165
Keystone Financial Group (Kentucky)
Kentucky
$625K +$625K +11,746 New
BJL
166
Brighton Jones LLC
Washington
$622K +$2.02K +38 +0.3%
MCM
167
MAI Capital Management
Ohio
$617K +$617K +11,604 New
Mariner
168
Mariner
Kansas
$614K +$614K +11,537 New
TPA
169
Trivium Point Advisory
Connecticut
$585K
SA
170
Strategic Advisors
New York
$577K -$92.5K -1,741 -14%
Creative Planning
171
Creative Planning
Kansas
$572K +$42.2K +792 +8%
AWM
172
Altium Wealth Management
New York
$550K -$8.46K -159 -2%
MWM
173
Mission Wealth Management
California
$538K +$8.83K +166 +2%
NL
174
NWAM LLC
Washington
$536K
LIM
175
Leavell Investment Management
Alabama
$532K