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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
LPL Financial
1
LPL Financial
California
$14M -$188K -3,547 -1%
Bank of America
2
Bank of America
North Carolina
$9.42M -$3.81M -71,779 -29%
ACM
3
Armbruster Capital Management
New York
$9.27M -$63.7K -1,200 -0.7%
Invesco
4
Invesco
Georgia
$9.03M +$303K +5,716 +4%
DWA
5
Delta Wealth Advisors
Indiana
$5.25M +$97.8K +1,843 +2%
LI
6
LMCG Investments
Massachusetts
$1.72M +$121K +2,273 +8%
KOC
7
Koss-Olinger Consulting
Florida
$1.37M +$19.6K +369 +1%
AFO
8
Arrowroot Family Office
California
$849K -$53 -1 -0%
MPWT
9
MassMutual Private Wealth & Trust
Connecticut
$778K +$37.9K +715 +5%
UBS Group
10
UBS Group
Switzerland
$743K -$62K -1,169 -8%
PCMC
11
Paragon Capital Management (Colorado)
Colorado
$734K -$46.9K -884 -6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$700K +$14.3K +270 +2%
FFA
13
Farther Finance Advisors
California
$649K -$95.6K -1,801 -13%
CFD
14
Creative Financial Designs
Indiana
$518K +$37.9K +714 +8%
AWE
15
Avidian Wealth Enterprises
Texas
$478K -$1.33K -25 -0.3%
Osaic Holdings
16
Osaic Holdings
Arizona
$464K +$185K +3,494 +70%
Truist Financial
17
Truist Financial
North Carolina
$446K -$32K -604 -7%
PFA
18
Professional Financial Advisors
Nebraska
$436K
Jane Street
19
Jane Street
New York
$430K +$112K +2,118 +37%
GRP
20
Global Retirement Partners
California
$280K -$1.06K -20 -0.4%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$269K +$318 +6 +0.1%
SFS
22
Sowell Financial Services
Arkansas
$242K -$531 -10 -0.2%
SA
23
Sanctuary Advisors
Indiana
$229K -$15K -283 -6%
SP
24
Sequent Planning
Nebraska
$209K +$202K +3,806 New
CIAS
25
Capital Investment Advisory Services
North Carolina
$183K +$1.11K +21 +0.6%