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Invesco S&P 500 Quality ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$291M
2
LPL Financial
2
LPL Financial
California
$356M
3
UBS Group
3
UBS Group
Switzerland
$68.9M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$313M
5
Wells Fargo
5
Wells Fargo
California
$116M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$7.92M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$7.92M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$85.1M
4
WA
4
Win Advisors
Florida
$0
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FCAS
1
First Command Advisory Services
Texas
$748M 13,828,957 +6,622 +0%
LPL Financial
2
LPL Financial
California
$356M 6,575,644 +1,022,692 +18%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$313M 5,794,316 +606,341 +12%
Morgan Stanley
4
Morgan Stanley
New York
$291M 5,377,178 +3,132,960 +140%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$226M 4,183,104 +82,460 +2%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$189M 3,493,947 +178,554 +5%
Bank of America
7
Bank of America
North Carolina
$183M 3,377,483 +312,167 +10%
Wells Fargo
8
Wells Fargo
California
$116M 2,147,557 +601,790 +39%
Ameriprise
9
Ameriprise
Minnesota
$114M 2,113,833 +266,437 +14%
SWA
10
SFMG Wealth Advisors
Texas
$91.5M 1,692,304 -3,350 -0.2%
Osaic Holdings
11
Osaic Holdings
Arizona
$85.1M 1,573,510 -319,594 -17%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$81.9M 1,513,898 +64,466 +4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$77.7M 1,436,976 +35,155 +3%
UBS Group
14
UBS Group
Switzerland
$68.9M 1,274,193 +659,657 +107%
CW
15
Connectus Wealth
Ohio
$68.6M 1,267,460 +101,044 +9%
Corient Private Wealth
16
Corient Private Wealth
Florida
$63.1M 1,166,293 -66,884 -5%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$62.3M 1,152,215 +567,147 +97%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$54.8M 1,013,462 -27,439 -3%
EH
19
Equitable Holdings
New York
$54.8M 1,013,440 +28,499 +3%
MAM
20
Madison Asset Management
Wisconsin
$54.7M 1,010,914 -25,550 -2%
MCM
21
Mainstay Capital Management
Michigan
$51.4M 949,605 -13,515 -1%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$50.9M 940,821 +202,735 +27%
PCMC
23
Paragon Capital Management (Colorado)
Colorado
$50.8M 939,601 +12,056 +1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$49.3M 910,814 -2,930 -0.3%
TC
25
Trilogy Capital
California
$44.7M 826,156 +105,114 +15%
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