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QVMT

Invesco S&P 500 Concentrated QVM ETF

43 hedge funds and large institutions have $62.5M invested in Invesco S&P 500 Concentrated QVM ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

11% more capital invested

Capital invested by funds: $56.1M → $62.5M (+$6.43M)

0% more funds holding

Funds holding: 4343 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.4% less ownership

Funds ownership: 57.06%56.66% (-0.4%)

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
18
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$13.5M +$2.19M +43,887 +20%
Bank of America
2
Bank of America
North Carolina
$12.7M +$1.92M +38,352 +19%
ACM
3
Armbruster Capital Management
New York
$8.85M +$278K +5,560 +3%
Invesco
4
Invesco
Georgia
$8.27M +$3.08M +61,618 +63%
DWA
5
Delta Wealth Advisors
Indiana
$4.88M -$181K -3,627 -4%
LI
6
LMCG Investments
Massachusetts
$1.51M +$167K +3,344 +13%
KOC
7
Koss-Olinger Consulting
Florida
$1.35M -$168K -3,362 -11%
FFN
8
Focus Financial Network
Minnesota
$1.06M -$397K -7,949 -28%
Ameriprise
9
Ameriprise
Minnesota
$841K +$40.3K +807 +5%
AFO
10
Arrowroot Family Office
California
$805K +$773K +15,481 New
UBS Group
11
UBS Group
Switzerland
$765K +$122K +2,435 +20%
PCMC
12
Paragon Capital Management (Colorado)
Colorado
$742K +$713K +14,270 New
Two Sigma Investments
13
Two Sigma Investments
New York
$739K +$709K +14,200 New
FFA
14
Farther Finance Advisors
California
$709K +$592K +11,860 +670%
MPWT
15
MassMutual Private Wealth & Trust
Connecticut
$701K +$34.5K +691 +5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$650K -$10.5K -211 -2%
AWE
17
Avidian Wealth Enterprises
Texas
$455K -$1.75K -35 -0.4%
CFD
18
Creative Financial Designs
Indiana
$454K +$67.4K +1,349 +18%
Truist Financial
19
Truist Financial
North Carolina
$454K -$749 -15 -0.2%
PFA
20
Professional Financial Advisors
Nebraska
$414K
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$382K +$75K +1,501 +26%
Jane Street
22
Jane Street
New York
$297K +$64.3K +1,288 +29%
GRP
23
Global Retirement Partners
California
$266K +$256K +5,120 New
Osaic Holdings
24
Osaic Holdings
Arizona
$260K +$87.7K +1,756 +54%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$255K +$48.7K +974 +25%