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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 %
BJL
176
Brighton Jones LLC
Washington
$513K +$20.9K +498 +4%
CWM
177
CarsonAllaria Wealth Management
Illinois
$501K
OC
178
Oppenheimer & Co
New York
$492K -$617K -14,683 -56%
Creative Planning
179
Creative Planning
Kansas
$491K +$16.1K +383 +3%
Prudential Financial
180
Prudential Financial
New Jersey
$489K +$75K +1,772 +18%
MAG
181
Mayfair Advisory Group
Alabama
$479K -$241K -5,300 -33%
KFGK
182
Keystone Financial Group (Kentucky)
Kentucky
$478K +$1.26K +30 +0.3%
TPA
183
Trivium Point Advisory
Connecticut
$472K
1WM
184
1900 Wealth Management
Texas
$471K -$52.5K -1,248 -10%
PWM
185
Pinnacle Wealth Management
California
$453K +$9.84K +234 +2%
MWM
186
Mission Wealth Management
California
$430K +$4.62K +110 +1%
AWM
187
Altium Wealth Management
New York
$425K
NL
188
NWAM LLC
Washington
$424K
LIM
189
Leavell Investment Management
Alabama
$420K
WA
190
Win Advisors
Florida
$416K -$7.84M -185,388 -95%
SA
191
Strategic Advisors
New York
$407K -$38.5K -918 -9%
BC
192
Barnett & Company
Tennessee
$384K +$11.8K +281 +3%
LFG
193
Larson Financial Group
Missouri
$384K +$26.5K +632 +7%
SWA
194
Stratos Wealth Advisors
Ohio
$382K +$589 +14 +0.2%
LIA
195
LBMC Investment Advisors
Tennessee
$374K
APWA
196
Atlas Private Wealth Advisors
New Jersey
$354K -$8.22M -195,640 -96%
FCH
197
Freestone Capital Holdings
Washington
$350K +$15.3K +365 +5%
MF
198
Meridian Financial
Massachusetts
$349K
TI
199
Trexquant Investment
Connecticut
$341K +$137K +3,261 +67%
VCA
200
Verdence Capital Advisors
Maryland
$340K