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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 %
PFGIA
201
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$11K +315 New
PCFFS
202
Pacific Center for Financial Services
California
$10K – – –
FANJ
203
Financial Architects (New Jersey)
New Jersey
$9K +$9K +266 New
IRC
204
Investors Research Corp
Georgia
$6K +$1.27K +33 +27%
GWMIA
205
Global Wealth Management Investment Advisory
Florida
$4K +$4K +100 New
CGFA
206
Colton Groome Financial Advisors
North Carolina
– -$1.29M -43,238 Closed
TFA
207
Teamwork Financial Advisors
Texas
– -$852K -28,476 Closed
BCM
208
Breiter Capital Management
Florida
– -$763K -25,489 Closed
CS
209
Credit Suisse
Switzerland
– -$658K -21,996 Closed
SWM
210
SeaCrest Wealth Management
New York
– -$624K -20,836 Closed
JCM
211
Janney Capital Management
Pennsylvania
– -$476K -15,901 Closed
WKWM
212
Walter & Keenan Wealth Management
Indiana
– -$406K -14,090 Closed
Jane Street
213
Jane Street
New York
– -$391K -13,064 Closed
HIM
214
HawsGoodwin Investment Management
Tennessee
– -$328K -10,946 Closed
WAS
215
Wealth Advisory Solutions
Indiana
– -$307K -10,256 Closed
WWM
216
Windsor Wealth Management
Indiana
– -$287K -9,581 Closed
NA
217
NewEdge Advisors
Louisiana
– -$285K -9,526 Closed
SS
218
Simplicity Solutions
Minnesota
– -$268K -8,966 Closed
CGL
219
Clarius Group LLC
Washington
– -$259K -8,667 Closed
AA
220
Advisory Alpha
Michigan
– -$141K -4,350 Closed
S
221
SignatureFD
Georgia
– -$73K -2,435 Closed
CAN
222
Claraphi Advisory Network
United States
– -$36K -1,218 Closed
WQ
223
Wealth Quarterback
New Jersey
– -$20.1K -672 Closed
IFAM
224
Institutional & Family Asset Management
Colorado
– -$13K -428 Closed
OAM
225
Oppenheimer Asset Management
New York
– -$6K -217 Closed
6 7 8
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