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Invesco S&P 500 Quality ETF

236 hedge funds and large institutions have $1.32B invested in Invesco S&P 500 Quality ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+4
Holders Change %
+1.72%
% of All Funds
4.16%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
25
Increased
98
Reduced
76
Closed
20
Calls
$217K
Puts
Net Calls
+$217K
Net Calls Change
+$217K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$67K +$13.6K +298 +25%
FA
202
Faithward Advisors
Pennsylvania
$64K -$524K -11,846 -89%
VNA
203
Valley National Advisers
Pennsylvania
$62K
GRP
204
Global Retirement Partners
California
$57K -$3.38K -76 -6%
IRC
205
Investors Research Corp
Georgia
$51K +$27.8K +622 +120%
SPIA
206
Steward Partners Investment Advisory
New York
$48.5K
HFS
207
Hantz Financial Services
Michigan
$47K -$47.3K -1,056 -50%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$47K
SNT
209
Security National Trust
West Virginia
$45K
HFS
210
HBC Financial Services
Washington
$43.7K
LF
211
Lee Financial
Texas
$43K
SCA
212
Stuart Chaussee & Associates
California
$41K
SFS
213
Sowell Financial Services
Arkansas
$39K +$32.3K +710 +483%
PFGIA
214
Patriot Financial Group Insurance Agency
Massachusetts
$38K +$21.8K +490 +134%
AF
215
Affiance Financial
Minnesota
$33K
VBCG
216
Valley Brook Capital Group
Pennsylvania
$33K +$33K +750 New
CAL
217
Capital Analysts LLC
Pennsylvania
$31K +$13.3K +300 +75%
TCWM
218
Total Clarity Wealth Management
Illinois
$29K +$29K +644 New
CFFP
219
Center for Financial Planning
Michigan
$26K +$26K +597 New
IAS
220
IMA Advisory Services
Colorado
$23K +$23K +512 New
SA
221
SRH Advisors
Kansas
$20K +$20K +450 New
WT
222
Washington Trust
Rhode Island
$18K
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.5K
AWM
224
Accel Wealth Management
Iowa
$15K +$15K +338 New
PCFFS
225
Pacific Center for Financial Services
California
$13K