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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
LPL Financial
1
LPL Financial
California
$11.1M +$35.6K +696 +0.3%
Bank of America
2
Bank of America
North Carolina
$10.6M +$2.45M +47,956 +31%
ACM
3
Armbruster Capital Management
New York
$8.51M -$126K -2,460 -1%
DWA
4
Delta Wealth Advisors
Indiana
$5.04M +$421K +8,244 +9%
Invesco
5
Invesco
Georgia
$5.04M
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.62M +$593K +11,613 +20%
KOC
7
Koss-Olinger Consulting
Florida
$1.52M -$86.5K -1,693 -5%
FFN
8
Focus Financial Network
Minnesota
$1.47M +$1.45M +28,361 New
LI
9
LMCG Investments
Massachusetts
$1.33M +$419K +8,203 +47%
Ameriprise
10
Ameriprise
Minnesota
$794K +$784K +15,353 New
MPWT
11
MassMutual Private Wealth & Trust
Connecticut
$661K +$311K +6,092 +91%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$657K -$24.5K -480 -4%
UBS Group
13
UBS Group
Switzerland
$635K -$2.04K -40 -0.3%
CPP
14
Capasso Planning Partners
South Carolina
$557K +$10.1K +197 +2%
AWE
15
Avidian Wealth Enterprises
Texas
$454K +$30.1K +590 +7%
Truist Financial
16
Truist Financial
North Carolina
$452K -$48.2K -944 -10%
PFA
17
Professional Financial Advisors
Nebraska
$411K
CFD
18
Creative Financial Designs
Indiana
$382K +$40.8K +799 +12%
Citadel Advisors
19
Citadel Advisors
Florida
$363K +$359K +7,020 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$302K +$299K +5,844 New
SA
21
Sanctuary Advisors
Indiana
$251K -$88.1K -1,725 -26%
Jane Street
22
Jane Street
New York
$229K -$204K -4,002 -47%
SFS
23
Sowell Financial Services
Arkansas
$228K +$225K +4,409 New
MML Investors Services
24
MML Investors Services
Massachusetts
$216K -$35K -685 -14%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$203K -$8.38K -164 -4%