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Invesco S&P 500 Quality ETF

150 hedge funds and large institutions have $685M invested in Invesco S&P 500 Quality ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
150
Holders Change
+8
Holders Change %
+5.63%
% of All Funds
3.25%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.2%
New
25
Increased
52
Reduced
43
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$67.1M 2,087,328 +27,117 +1%
SWA
2
SFMG Wealth Advisors
Texas
$65.1M 2,024,690 +12,931 +0.6%
Bank of America
3
Bank of America
North Carolina
$63.7M 1,982,337 -93,189 -4%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$56.4M 1,753,086 -59,183 -3%
PAS
5
Park Avenue Securities
New York
$44.6M 1,370,394 -31,935 -2%
EK
6
Evensky & Katz
Florida
$28M 870,650 +3,310 +0.4%
LPT
7
Legacy Private Trust
Wisconsin
$25.4M 789,668 +64,031 +9%
JCM
8
Janney Capital Management
Pennsylvania
$22.8M 708,873 -309,444 -30%
Morgan Stanley
9
Morgan Stanley
New York
$19.3M 601,481 -66,308 -10%
UBS Group
10
UBS Group
Switzerland
$18.4M 571,752 +22,636 +4%
MIH
11
Madison Investment Holdings
Wisconsin
$15.5M 482,573 -230,904 -32%
Lido Advisors
12
Lido Advisors
California
$15.4M 479,225 +21,552 +5%
LYV
13
Live Your Vision
Pennsylvania
$14.1M 424,852 +217 +0.1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$13.8M 428,586 +25,130 +6%
BlackRock
15
BlackRock
New York
$13.6M 424,032 +423,900 +321,136%
PCMC
16
Private Capital Management (Colorado)
Colorado
$12.7M 394,928 -43,428 -10%
ICMP
17
Integrated Capital Management (Pennsylvania)
Pennsylvania
$10M 311,155 +120 +0%
LPL Financial
18
LPL Financial
California
$9.79M 304,400 -50,399 -14%
GLLW
19
Graves Light Lenhart Wealth
Virginia
$9.63M 299,493 +3,012 +1%
PCM
20
Peak Capital Management
Colorado
$8.75M 272,258 -13,763 -5%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$7.55M 234,871 -10,915 -4%
Ameriprise
22
Ameriprise
Minnesota
$7.52M 233,816 +24,514 +12%
Wells Fargo
23
Wells Fargo
California
$7.03M 218,725 -70,554 -24%
BI
24
Ballast Inc
Kentucky
$6.08M 189,256 +9,296 +5%
CA
25
Cetera Advisors
Colorado
$6.06M 188,519 -1,106 -0.6%