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Invesco S&P 500 Quality ETF
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Overview Fund Activity

474 hedge funds and large institutions have $5.97B invested in Invesco S&P 500 Quality ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 185 increasing their positions, 146 reducing their positions, and 28 closing their positions.

Holders
474
Holders Change
+33
Holders Change %
+7.48%
% of All Funds
6.87%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.46%
New
63
Increased
185
Reduced
146
Closed
28
Calls
$876K
Puts
$387K
Net Calls
+$489K
Net Calls Change
+$489K

Top Buyers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$279M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$400M
3
Ameriprise
3
Ameriprise
Minnesota
$197M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$422M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$57M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$195M
2
CW
2
Connectus Wealth
Ohio
$3.45M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$47.2M
4
SGWM
4
Sterling Group Wealth Management
California
$228K
5
CJH
5
Christopher J. Hasenberg
Wisconsin
$43.4K
Name Market Value Shares Shares
Change 		Shares
Change %
FCAS
1
First Command Advisory Services
Texas
$831M 13,745,877 -83,080 -0.6%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$422M 6,978,220 +1,183,904 +20%
LPL Financial
3
LPL Financial
California
$409M 6,776,795 +201,151 +3%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$400M 6,615,038 +3,121,091 +89%
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$279M 4,620,115 +4,594,722 +18,094%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$251M 4,152,357 -30,747 -0.7%
Bank of America
7
Bank of America
North Carolina
$220M 3,637,018 +259,535 +8%
Ameriprise
8
Ameriprise
Minnesota
$197M 3,347,808 +1,233,975 +58%
Morgan Stanley
9
Morgan Stanley
New York
$195M 3,223,183 -2,153,995 -40%
Wells Fargo
10
Wells Fargo
California
$139M 2,308,566 +161,009 +7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$103M 1,699,704 +185,806 +12%
SWA
12
SFMG Wealth Advisors
Texas
$101M 1,667,650 -24,654 -1%
Osaic Holdings
13
Osaic Holdings
Arizona
$101M 1,667,109 +93,599 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$88M 1,457,276 +20,300 +1%
UBS Group
15
UBS Group
Switzerland
$85.8M 1,419,308 +145,115 +11%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$79.1M 1,308,854 +156,639 +14%
MAM
17
Madison Asset Management
Wisconsin
$71.3M 1,180,546 +169,632 +17%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$59M 976,131 -37,331 -4%
PCMC
19
Paragon Capital Management (Colorado)
Colorado
$57.8M 956,520 +16,919 +2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$57M 943,591 +528,379 +127%
MCM
21
Mainstay Capital Management
Michigan
$56.5M 935,811 -13,794 -1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$55.2M 913,192 +2,378 +0.3%
TC
23
Trilogy Capital
California
$50.7M 839,188 +13,032 +2%
EK
24
Evensky & Katz
Florida
$49.4M 817,594 -5,848 -0.7%
EH
25
Equitable Holdings
New York
$48.5M 802,141 -211,299 -21%
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