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QVMT

Invesco S&P 500 Concentrated QVM ETF

42 hedge funds and large institutions have $59.4M invested in Invesco S&P 500 Concentrated QVM ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

2% less funds holding

Funds holding: 4342 (-1)

2.76% less ownership

Funds ownership: 56.66%53.9% (-2.8%)

5% less capital invested

Capital invested by funds: $62.5M → $59.4M (-$3.14M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
14
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$138K -$2.6K -49 -2%
Morgan Stanley
27
Morgan Stanley
New York
$111K +$53 +1 +0%
HI
28
Harbour Investments
Wisconsin
$90.8K +$2.65K +50 +3%
ASN
29
Advisory Services Network
Georgia
$86.4K +$83.6K +1,575 New
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$60.7K +$58.7K +1,107 New
LI
31
LRI Investments
Florida
$42K
AA
32
Addison Advisors
Vermont
$17.8K
Fidelity Investments
33
Fidelity Investments
Massachusetts
$17.4K
GWM
34
Geneos Wealth Management
Colorado
$16.5K
VFM
35
Vision Financial Markets
Connecticut
$11.6K
SPIA
36
Steward Partners Investment Advisory
New York
$11K +$10.6K +200 New
MCM
37
MAI Capital Management
Ohio
$10.2K +$106 +2 +1%
AIC
38
Archer Investment Corporation
Indiana
$3.67K -$3.5K -66 -50%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$2.85K +$2.76K +52 New
AF
40
Allworth Financial
California
$2.69K
AWM
41
AE Wealth Management
Kansas
$603
GAG
42
Goodman Advisory Group
Massachusetts
$110 +$106 +2 New
Wells Fargo
43
Wells Fargo
California
$12 -$53 -1 Closed
FFN
44
Focus Financial Network
Minnesota
-$1.06M -20,412 Closed
Ameriprise
45
Ameriprise
Minnesota
-$841K -16,160 Closed
Two Sigma Investments
46
Two Sigma Investments
New York
-$739K -14,200 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
-$382K -7,345 Closed
Raymond James Financial
48
Raymond James Financial
Florida
-$104K -2,000 Closed
SS
49
Sunbelt Securities
Texas
-$32.1K -653 Closed