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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

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
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$5.93M
2 +$4.22M
3 +$1.46M
4
Raymond James Financial
Raymond James Financial
Florida
+$487K
5
Jane Street
Jane Street
New York
+$487K

Top Sellers

1 -$4.89M
2 -$579K
3 -$575K
4
Invesco
Invesco
Georgia
-$397K
5
HI
Harbour Investments
Wisconsin
-$299K
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
26
Advisory Services Network
Georgia
$208K
PIA
27
Perennial Investment Advisors
California
$202K
CIAS
28
Capital Investment Advisory Services
North Carolina
$167K
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$145K
CFD
30
Creative Financial Designs
Indiana
$132K
Morgan Stanley
31
Morgan Stanley
New York
$119K
SMA
32
Sage Mountain Advisors
Georgia
$107K
LI
33
LRI Investments
Florida
$45.5K
SIM
34
Synergy Investment Management
Florida
$44.9K
Fidelity Investments
35
Fidelity Investments
Massachusetts
$19.8K
AA
36
Addison Advisors
Vermont
$18.4K
VFM
37
Vision Financial Markets
Connecticut
$12.5K
GWM
38
Geneos Wealth Management
Colorado
$11.9K
SPIA
39
Steward Partners Investment Advisory
New York
$11.9K
PTC
40
Private Trust Company
Ohio
$11.7K
ATPW
41
Ashton Thomas Private Wealth
Arizona
$11.2K
MCM
42
MAI Capital Management
Ohio
$11.2K
AF
43
Allworth Financial
California
$2.91K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$832
GAG
45
Goodman Advisory Group
Massachusetts
$118
Wells Fargo
46
Wells Fargo
California
$55
HI
47
Harbour Investments
Wisconsin
WIM
48
WealthPlan Investment Management
Nebraska
Citadel Advisors
49
Citadel Advisors
Florida
SF
50
Summit Financial
New Jersey