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Invesco S&P 500 Quality ETF

253 hedge funds and large institutions have $1.44B invested in Invesco S&P 500 Quality ETF in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 83 reducing their positions, and 17 closing their positions.

Holders
253
Holders Change
+17
Holders Change %
+7.2%
% of All Funds
4.42%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
37
Increased
89
Reduced
83
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$181M 3,718,894 +54,699 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$101M 2,078,357 -21,491 -1%
LPL Financial
3
LPL Financial
California
$91.1M 1,875,125 -99,716 -5%
SWA
4
SFMG Wealth Advisors
Texas
$77.7M 1,599,348 -28,013 -2%
Morgan Stanley
5
Morgan Stanley
New York
$69.1M 1,421,093 +422,883 +42%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$59.8M 1,231,303 +26,529 +2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$51.1M 1,051,368 +28,850 +3%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$45.4M 933,469 -29,416 -3%
Ameriprise
9
Ameriprise
Minnesota
$44.7M 919,976 -244,729 -21%
EK
10
Evensky & Katz
Florida
$40.5M 832,861 +27,370 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$39.1M 803,871 -62,188 -7%
MAM
12
Madison Asset Management
Wisconsin
$38.7M 796,461 +150,505 +23%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$33.5M 688,927 -37,742 -5%
LPT
14
Legacy Private Trust
Wisconsin
$30.3M 624,138 -36,148 -5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$28M 576,635 +5,224 +0.9%
EH
16
Equitable Holdings
New York
$22.2M 456,857 -65,442 -13%
BI
17
Ballast Inc
Kentucky
$19.1M 392,289 +15,426 +4%
Wells Fargo
18
Wells Fargo
California
$18.3M 376,136 +17,894 +5%
CA
19
Cetera Advisors
Colorado
$18.2M 374,379 +1,333 +0.4%
UBS Group
20
UBS Group
Switzerland
$18M 370,715 -56,404 -13%
Lido Advisors
21
Lido Advisors
California
$15.9M 327,833 -2,120 -0.6%
Truist Financial
22
Truist Financial
North Carolina
$13.7M 281,816 -3,989 -1%
PCMC
23
Private Capital Management (Colorado)
Colorado
$13M 267,741 -22,497 -8%
BPB
24
Badgley, Phelps & Bell
Washington
$12.1M 248,169 +9,493 +4%
GLLW
25
Graves Light Lenhart Wealth
Virginia
$11.1M 229,356 -11,649 -5%