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Invesco S&P 500 Quality ETF

142 hedge funds and large institutions have $676M invested in Invesco S&P 500 Quality ETF in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 14 closing their positions.

Holders
142
Holders Change
+21
Holders Change %
+17.36%
% of All Funds
3.17%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.25%
New
35
Increased
38
Reduced
43
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$57.7M 2,075,526 +566,003 +37%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$57.3M 2,060,211 +241,646 +13%
SWA
3
SFMG Wealth Advisors
Texas
$55.9M 2,011,759 -3,629 -0.2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$50.4M 1,812,269 +527,041 +41%
PAS
5
Park Avenue Securities
New York
$40.2M 1,402,329 -17,259 -1%
PCMC
6
Paragon Capital Management (Colorado)
Colorado
$34.1M 1,227,381 +1,227,381 New
JCM
7
Janney Capital Management
Pennsylvania
$28.3M 1,018,317 +1,018,317 New
EK
8
Evensky & Katz
Florida
$24.1M 867,340 +6,681 +0.8%
BJ
9
Brouwer & Janachowski
California
$23.3M 837,576 +19,142 +2%
LPT
10
Legacy Private Trust
Wisconsin
$20.2M 725,637 +72,425 +11%
MIH
11
Madison Investment Holdings
Wisconsin
$19.8M 713,477 +15,707 +2%
Morgan Stanley
12
Morgan Stanley
New York
$18.6M 667,789 -19,616 -3%
UBS Group
13
UBS Group
Switzerland
$15.3M 549,116 +7,142 +1%
Lido Advisors
14
Lido Advisors
California
$12.7M 457,673 -57,743 -11%
PCMC
15
Private Capital Management (Colorado)
Colorado
$12.2M 438,356 +438,356 New
LYV
16
Live Your Vision
Pennsylvania
$12.2M 424,635 -691 -0.2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$11.2M 403,456 +34,792 +9%
LMIM
18
Lockheed Martin Investment Management
Maryland
$10M 360,000 +360,000 New
LPL Financial
19
LPL Financial
California
$9.87M 354,799 -7,360 -2%
ICMP
20
Integrated Capital Management (Pennsylvania)
Pennsylvania
$8.65M 311,035 +311,035 New
GLLW
21
Graves Light Lenhart Wealth
Virginia
$8.25M 296,481 +296,481 New
Wells Fargo
22
Wells Fargo
California
$8.05M 289,279 -130,108 -31%
PCM
23
Peak Capital Management
Colorado
$7.95M 286,021 -54,009 -16%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$6.84M 245,786 -19,684 -7%
RJA
25
Raymond James & Associates
Florida
$5.9M 212,137 -19,754 -9%