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Invesco S&P 500 Quality ETF

403 hedge funds and large institutions have $4.07B invested in Invesco S&P 500 Quality ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 161 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+16
Holders Change %
+4.13%
% of All Funds
6.43%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
49
Increased
161
Reduced
112
Closed
28
Calls
$210K
Puts
Net Calls
+$210K
Net Calls Change
-$37K
Name Holding Trade Value Shares
Change
Shares
Change %
PIA
201
Perennial Investment Advisors
California
$776K -$17.8K -356 -2%
KPWS
202
Kestra Private Wealth Services
Texas
$766K +$4.35K +87 +0.6%
FMP
203
Financial Management Professionals
Texas
$761K +$761K +15,205 New
LA
204
Legacy Advisors
Pennsylvania
$751K
RPCA
205
Running Point Capital Advisors
California
$739K
Financial Engines Advisors
206
Financial Engines Advisors
California
$736K -$851 -17 -0.1%
FFA
207
Fragasso Financial Advisors
Pennsylvania
$730K -$112K -2,245 -13%
CGA
208
Crescent Grove Advisors
Illinois
$715K
SW
209
SVB Wealth
Massachusetts
$712K -$38.5K -770 -5%
WT
210
Whittier Trust
California
$711K
AMCA
211
Arthur M. Cohen & Associates
Illinois
$705K
BMCM
212
Bryn Mawr Capital Management
Pennsylvania
$691K -$92.6K -1,850 -12%
Northern Trust
213
Northern Trust
Illinois
$688K
MG
214
Mather Group
Illinois
$656K -$29.6K -591 -4%
Mercer Global Advisors
215
Mercer Global Advisors
Colorado
$651K +$1.6K +32 +0.2%
IC
216
IEQ Capital
California
$620K
BMCM
217
Burns Matteson Capital Management
New York
$619K +$619K +12,363 New
CWM
218
Collaborative Wealth Management
Florida
$616K -$3.8K -76 -0.6%
WWM
219
WJ Wealth Management
Arizona
$598K
CWM
220
CarsonAllaria Wealth Management
Illinois
$597K
Envestnet Portfolio Solutions
221
Envestnet Portfolio Solutions
Illinois
$573K +$573K +11,445 New
LFAS
222
Level Four Advisory Services
Texas
$565K +$187K +3,740 +50%
Thrivent Financial for Lutherans
223
Thrivent Financial for Lutherans
Minnesota
$564K +$67.3K +1,344 +14%
IWC
224
Integrated Wealth Concepts
Massachusetts
$561K +$22.1K +441 +4%
IRC
225
Investors Research Corp
Georgia
$560K +$9.66K +193 +2%