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QVMT

Invesco S&P 500 Concentrated QVM ETF

46 hedge funds and large institutions have $68.5M invested in Invesco S&P 500 Concentrated QVM ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

13% more capital invested

Capital invested by funds: $60.9M → $68.5M (+$7.67M)

5% more funds holding

Funds holding: 4446 (+2)

3.2% more ownership

Funds ownership: 53.03%56.23% (+3.2%)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
15
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
26
Advisory Services Network
Georgia
$208K +$209K +3,495 New
PIA
27
Perennial Investment Advisors
California
$202K +$203K +3,391 New
CIAS
28
Capital Investment Advisory Services
North Carolina
$167K -$5.44K -91 -3%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$145K -$2.45K -41 -2%
CFD
30
Creative Financial Designs
Indiana
$132K -$575K -9,612 -81%
Morgan Stanley
31
Morgan Stanley
New York
$119K -$60 -1 -0%
SMA
32
Sage Mountain Advisors
Georgia
$107K +$598 +10 +0.6%
LI
33
LRI Investments
Florida
$45.5K
SIM
34
Synergy Investment Management
Florida
$44.9K +$45.1K +755 New
Fidelity Investments
35
Fidelity Investments
Massachusetts
$19.8K +$1.02K +17 +5%
AA
36
Addison Advisors
Vermont
$18.4K
VFM
37
Vision Financial Markets
Connecticut
$12.5K
GWM
38
Geneos Wealth Management
Colorado
$11.9K -$5.98K -100 -33%
SPIA
39
Steward Partners Investment Advisory
New York
$11.9K
PTC
40
Private Trust Company
Ohio
$11.7K +$11.8K +197 New
ATPW
41
Ashton Thomas Private Wealth
Arizona
$11.2K +$11.3K +189 New
MCM
42
MAI Capital Management
Ohio
$11.2K +$60 +1 +0.5%
AF
43
Allworth Financial
California
$2.91K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$832 -$4.48K -75 -84%
GAG
45
Goodman Advisory Group
Massachusetts
$118
Wells Fargo
46
Wells Fargo
California
$55 -$5.38K -90 -99%
HI
47
Harbour Investments
Wisconsin
-$299K -5,235 Closed
WIM
48
WealthPlan Investment Management
Nebraska
-$276K -4,838 Closed
Citadel Advisors
49
Citadel Advisors
Florida
-$238K -4,164 Closed
SF
50
Summit Financial
New Jersey
-$230K -4,030 Closed