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Invesco S&P 500 Quality ETF

387 hedge funds and large institutions have $3.96B invested in Invesco S&P 500 Quality ETF in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 144 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+29
Holders Change %
+8.1%
% of All Funds
6.1%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.43%
New
59
Increased
144
Reduced
110
Closed
24
Calls
$247K
Puts
Net Calls
+$247K
Net Calls Change
-$482K
Name Holding Trade Value Shares
Change
Shares
Change %
HCP
176
Holt Capital Partners
Texas
$949K
WP
177
WealthSource Partners
California
$938K +$938K +18,600 New
BB
178
Bell Bank
North Dakota
$924K
BWM
179
BCGM Wealth Management
Indiana
$857K +$419K +8,310 +96%
FFA
180
Fragasso Financial Advisors
Pennsylvania
$849K -$220K -4,369 -21%
CIAS
181
Capital Investment Advisory Services
North Carolina
$806K -$90.1K -1,785 -10%
SL
182
Savior LLC
Massachusetts
$803K -$10.8M -214,942 -93%
PIA
183
Perennial Investment Advisors
California
$800K -$9.44K -187 -1%
BMCM
184
Bryn Mawr Capital Management
Pennsylvania
$790K +$15.1K +300 +2%
SWA
185
Stratos Wealth Advisors
Ohio
$777K -$9.03K -179 -1%
Two Sigma Advisers
186
Two Sigma Advisers
New York
$772K +$772K +15,300 New
KPWS
187
Kestra Private Wealth Services
Texas
$768K +$858 +17 +0.1%
SW
188
SVB Wealth
Massachusetts
$757K -$129K -2,561 -15%
LA
189
Legacy Advisors
Pennsylvania
$757K
RPCA
190
Running Point Capital Advisors
California
$745K
Financial Engines Advisors
191
Financial Engines Advisors
California
$742K -$1.11K -22 -0.1%
CGA
192
Crescent Grove Advisors
Illinois
$721K
WT
193
Whittier Trust
California
$716K -$353K -7,000 -33%
AWA
194
Arete Wealth Advisors
Illinois
$714K +$714K +14,153 New
AMCA
195
Arthur M. Cohen & Associates
Illinois
$711K
Northern Trust
196
Northern Trust
Illinois
$693K
MG
197
Mather Group
Illinois
$691K
MAG
198
Mayfair Advisory Group
Alabama
$673K +$62K +1,250 +10%
Mercer Global Advisors
199
Mercer Global Advisors
Colorado
$655K +$86K +1,705 +15%
KTC
200
Kistler-Tiffany Companies
Pennsylvania
$640K +$93.1K +1,846 +17%