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Invesco S&P 500 Quality ETF

441 hedge funds and large institutions have $4.86B invested in Invesco S&P 500 Quality ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 168 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+38
Holders Change %
+9.43%
% of All Funds
6.47%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.43%
New
72
Increased
168
Reduced
132
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
201
Baird Financial Group
Wisconsin
$1.03M +$58.1K +1,075 +6%
AF
202
Apollon Financial
South Carolina
$1.03M +$1.03M +19,071 New
HCP
203
Holt Capital Partners
Texas
$1.02M
WTC
204
WhitTier Trust Company
Nevada
$1.01M
AWE
205
Avidian Wealth Enterprises
Texas
$1.01M -$320K -5,923 -24%
HAG
206
HF Advisory Group
Maryland
$985K +$5.95K +110 +0.6%
MCM
207
MAI Capital Management
Ohio
$933K -$5.79K -107 -0.6%
NFA
208
Northwest Financial Advisors
Virginia
$899K +$899K +16,621 New
BWM
209
BCGM Wealth Management
Indiana
$898K -$20.7K -383 -2%
YIH
210
Y-Intercept (HK)
Hong Kong
$888K +$402K +7,432 +83%
LWM
211
Lionsbridge Wealth Management
Florida
$856K -$1.64M -30,279 -66%
AWA
212
Arete Wealth Advisors
Illinois
$854K +$854K +15,789 New
SWA
213
Stratos Wealth Advisors
Ohio
$847K +$973 +18 +0.1%
SAG
214
SageView Advisory Group
California
$824K -$224K -3,960 -21%
CAAS
215
Capital Asset Advisory Services
Michigan
$822K -$22.2K -410 -3%
AWM
216
Axxcess Wealth Management
California
$822K -$22.2K -410 -3%
LA
217
Legacy Advisors
Pennsylvania
$811K
Financial Engines Advisors
218
Financial Engines Advisors
California
$801K +$6.22K +115 +0.8%
CGA
219
Crescent Grove Advisors
Illinois
$773K
SW
220
SVB Wealth
Massachusetts
$773K +$2.76K +51 +0.4%
WT
221
Whittier Trust
California
$768K
Northern Trust
222
Northern Trust
Illinois
$766K +$23.3K +430 +3%
KWAG
223
Kiely Wealth Advisory Group
North Carolina
$765K +$765K +13,601 New
AMCA
224
Arthur M. Cohen & Associates
Illinois
$762K
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
$761K -$1.84M -33,945 -71%