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Invesco S&P 500 Quality ETF
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Overview Fund Activity

503 hedge funds and large institutions have $7.55B invested in Invesco S&P 500 Quality ETF in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 207 increasing their positions, 135 reducing their positions, and 29 closing their positions.

Holders
503
Holders Change
+29
Holders Change %
+6.12%
% of All Funds
7.32%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.57%
New
64
Increased
207
Reduced
135
Closed
29
Calls
$261K
Puts
–
Net Calls
+$261K
Net Calls Change
-$228K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$804M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$121M
3
Morgan Stanley
3
Morgan Stanley
New York
$294M
4
LPL Financial
4
LPL Financial
California
$483M
5
VWM
5
Vigilare Wealth Management
Arizona
$38.5M

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$834M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$277M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$90.2M
4
FSA
4
Financial Services Advisory
Maryland
$545K
5
PCMC
5
Paragon Capital Management (Colorado)
Colorado
$50.1M
Name Market Value Shares Shares
Change 		Shares
Change %
FCAS
1
First Command Advisory Services
Texas
$834M 13,119,966 -625,911 -5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$804M 12,655,241 +11,854,003 +1,479%
LPL Financial
3
LPL Financial
California
$483M 7,602,027 +825,232 +12%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$474M 7,457,710 +479,490 +7%
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$446M 7,019,899 +404,861 +6%
Morgan Stanley
6
Morgan Stanley
New York
$294M 4,623,945 +1,400,762 +43%
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$277M 4,362,275 -257,840 -6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$259M 4,078,460 -73,897 -2%
Bank of America
9
Bank of America
North Carolina
$234M 3,684,147 +47,129 +1%
Ameriprise
10
Ameriprise
Minnesota
$228M 3,589,653 +241,845 +7%
Wells Fargo
11
Wells Fargo
California
$177M 2,788,411 +479,845 +21%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$121M 1,896,334 +1,896,334 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$114M 1,794,452 +94,748 +6%
SWA
14
SFMG Wealth Advisors
Texas
$104M 1,632,132 -35,518 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$93.4M 1,469,812 +12,536 +0.9%
UBS Group
16
UBS Group
Switzerland
$90.9M 1,430,370 +11,062 +0.8%
Osaic Holdings
17
Osaic Holdings
Arizona
$90.2M 1,418,910 -248,199 -15%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$88M 1,385,058 +76,204 +6%
MAM
19
Madison Asset Management
Wisconsin
$78.5M 1,236,156 +55,610 +5%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$64.7M 1,017,892 +74,301 +8%
EH
21
Equitable Holdings
New York
$62M 976,362 +174,221 +22%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$61.7M 970,777 -5,354 -0.5%
MCM
23
Mainstay Capital Management
Michigan
$61.1M 961,194 +25,383 +3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$59.7M 939,560 +26,368 +3%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$52.2M 820,770 +152,740 +23%
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