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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 %
FAT
201
First American Trust
California
$632K -$115K -2,272 -15%
IC
202
IEQ Capital
California
$626K
CWM
203
Collaborative Wealth Management
Florida
$625K -$13.4K -266 -2%
WWM
204
WJ Wealth Management
Arizona
$603K +$298K +5,897 +97%
CWM
205
CarsonAllaria Wealth Management
Illinois
$602K
AFO
206
Arrowroot Family Office
California
$576K +$163K +3,228 +39%
IRC
207
Investors Research Corp
Georgia
$555K +$13.9K +276 +3%
TPA
208
Trivium Point Advisory
Connecticut
$555K
MCM
209
MAI Capital Management
Ohio
$551K -$23K -455 -4%
IWC
210
Integrated Wealth Concepts
Massachusetts
$544K +$168K +3,329 +45%
PFA
211
Plotkin Financial Advisors
Maryland
$544K +$17.1K +339 +3%
ASN
212
Advisory Services Network
Georgia
$543K
OW
213
Olistico Wealth
Oklahoma
$533K -$1.92K -38 -0.4%
MWM
214
Mission Wealth Management
California
$525K +$6.46K +128 +1%
NL
215
NWAM LLC
Washington
$508K
LIM
216
Leavell Investment Management
Alabama
$504K
OC
217
Oppenheimer & Co
New York
$503K -$32.3K -641 -6%
Thrivent Financial for Lutherans
218
Thrivent Financial for Lutherans
Minnesota
$500K +$55.5K +1,101 +12%
DADC
219
D.A. Davidson & Co
Montana
$493K +$37.2K +737 +8%
1WM
220
1900 Wealth Management
Texas
$490K -$1.85M -36,747 -79%
MF
221
Meridian Financial
Massachusetts
$481K +$3.38K +67 +0.7%
SPC
222
Sigma Planning Corp
Michigan
$467K -$24.3K -482 -5%
PFGIA
223
Patriot Financial Group Insurance Agency
Massachusetts
$464K +$10.1K +201 +2%
Creative Planning
224
Creative Planning
Kansas
$462K -$36.1K -716 -7%
WI
225
Wintrust Investments
Illinois
$453K +$9.04K +179 +2%