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Invesco S&P 500 Quality ETF
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Overview Fund Activity

358 hedge funds and large institutions have $3.2B invested in Invesco S&P 500 Quality ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 102 reducing their positions, and 30 closing their positions.

Holders
358
Holders Change
+17
Holders Change %
+4.99%
% of All Funds
5.73%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.38%
New
53
Increased
125
Reduced
102
Closed
30
Calls
$729K
Puts
–
Net Calls
+$729K
Net Calls Change
+$276K

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$608M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$99.8M
3
PI
3
PFS Investments
Georgia
$63.4M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$50.1M
5
LPL Financial
5
LPL Financial
California
$194M

Top Sellers

1
MFG
1
Merit Financial Group
Georgia
$5.85M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$3.13M
3
CPA
3
Capital Planning Advisors
California
$17.2M
4
AWS
4
AJ Wealth Strategies
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$145M
Name Market Value Shares Shares
Change 		Shares
Change %
FCAS
1
First Command Advisory Services
Texas
$608M 12,855,195 +12,855,195 New
Fidelity Investments
2
Fidelity Investments
Massachusetts
$197M 4,159,430 +36,653 +0.9%
LPL Financial
3
LPL Financial
California
$194M 4,102,302 +740,292 +22%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$187M 3,953,899 +473,078 +14%
Bank of America
5
Bank of America
North Carolina
$145M 3,054,498 -198,419 -6%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$99.8M 2,108,692 +2,108,692 New
MCM
7
Mainstay Capital Management
Michigan
$85.3M 1,802,634 +41,612 +2%
SWA
8
SFMG Wealth Advisors
Texas
$78.2M 1,652,364 +14,136 +0.9%
Morgan Stanley
9
Morgan Stanley
New York
$72.3M 1,527,516 +483,924 +46%
Osaic Holdings
10
Osaic Holdings
Arizona
$68.4M 1,444,417 +54,751 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$65.8M 1,390,729 -78,866 -5%
PI
12
PFS Investments
Georgia
$63.4M 1,339,197 +1,339,197 New
Ameriprise
13
Ameriprise
Minnesota
$50.9M 1,074,075 -99,208 -8%
BCI
14
Brinker Capital Investments
Pennsylvania
$50.1M 1,058,395 +58,829 +6%
OPS
15
Orion Portfolio Solutions
Nebraska
$50.1M 1,058,395 +993,366 +1,528%
PCMC
16
Paragon Capital Management (Colorado)
Colorado
$47.8M 1,009,499 +26,780 +3%
Wells Fargo
17
Wells Fargo
California
$43.3M 914,304 -43,179 -5%
EK
18
Evensky & Katz
Florida
$42.6M 900,453 +57,137 +7%
EH
19
Equitable Holdings
New York
$39.6M 837,386 -11,836 -1%
TC
20
Trilogy Capital
California
$36.2M 764,315 -20,794 -3%
FCB
21
First Command Bank
Texas
$32.5M 687,699 +687,699 New
FCFS
22
First Command Financial Services
Texas
$32.5M 687,699 +687,699 New
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$31.3M 660,558 +40,046 +6%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$30.5M 644,048 +508,385 +375%
UBS Group
25
UBS Group
Switzerland
$29.2M 617,618 +57,511 +10%
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