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QVMT

Invesco S&P 500 Concentrated QVM ETF

43 hedge funds and large institutions have $56.1M invested in Invesco S&P 500 Concentrated QVM ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

5% more funds holding

Funds holding: 4143 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $57.1M → $56.1M (-$1,000K)

2.71% less ownership

Funds ownership: 59.77%57.06% (-2.7%)

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
16
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
26
Capital Investment Advisory Services
North Carolina
$171K -$971 -19 -0.6%
Osaic Holdings
27
Osaic Holdings
Arizona
$167K -$110K -2,160 -40%
Morgan Stanley
28
Morgan Stanley
New York
$144K +$45.6K +893 +47%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$129K -$1.53K -30 -1%
FFA
30
Farther Finance Advisors
California
$91.3K +$511 +10 +0.6%
HI
31
Harbour Investments
Wisconsin
$83K +$75K +1,467 +1,063%
SIM
32
Synergy Investment Management
Florida
$80.4K +$2.71K +53 +4%
LI
33
LRI Investments
Florida
$39.6K +$39.1K +766 New
GWM
34
Geneos Wealth Management
Colorado
$31K +$15.3K +300 +100%
AA
35
Addison Advisors
Vermont
$16.8K
Fidelity Investments
36
Fidelity Investments
Massachusetts
$16.5K +$51 +1 +0.3%
VFM
37
Vision Financial Markets
Connecticut
$10.9K
MCM
38
MAI Capital Management
Ohio
$9.48K +$51 +1 +0.5%
AIC
39
Archer Investment Corporation
Indiana
$6.88K
AF
40
Allworth Financial
California
$2.42K
AWM
41
AE Wealth Management
Kansas
$569
GAG
42
Goodman Advisory Group
Massachusetts
$104 +$102 +2 New
Wells Fargo
43
Wells Fargo
California
$38 +$51 +1 New
CCFM
44
Clear Creek Financial Management
Washington
-$9.13M -185,525 Closed
GM
45
GeoWealth Management
Illinois
-$127K -2,583 Closed
SS
46
Sunbelt Securities
Texas
-$32K -653 Closed
CJ
47
Caitlin John
Michigan
-$14.7K -300 Closed