QVMT

Invesco S&P 500 Concentrated QVM ETF

43 hedge funds and large institutions have $60.4M invested in Invesco S&P 500 Concentrated QVM ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

1.24% less ownership

Funds ownership: 53.9%52.66% (-1.2%)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

Holders
43
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$12.3M
Bank of America
2
Bank of America
North Carolina
$10.5M
ACM
3
Armbruster Capital Management
New York
$9.54M
Invesco
4
Invesco
Georgia
$9.09M
DWA
5
Delta Wealth Advisors
Indiana
$5.13M
LI
6
LMCG Investments
Massachusetts
$1.89M
KOC
7
Koss-Olinger Consulting
Florida
$1.41M
AFO
8
Arrowroot Family Office
California
$882K
MPWT
9
MassMutual Private Wealth & Trust
Connecticut
$871K
UBS Group
10
UBS Group
Switzerland
$777K
SP
11
Sequent Planning
Nebraska
$707K
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$706K
CFD
13
Creative Financial Designs
Indiana
$675K
PCMC
14
Paragon Capital Management (Colorado)
Colorado
$673K
FFA
15
Farther Finance Advisors
California
$625K
AWE
16
Avidian Wealth Enterprises
Texas
$502K
Truist Financial
17
Truist Financial
North Carolina
$456K
PFA
18
Professional Financial Advisors
Nebraska
$451K
Osaic Holdings
19
Osaic Holdings
Arizona
$434K
GRP
20
Global Retirement Partners
California
$315K
HI
21
Harbour Investments
Wisconsin
$299K
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$293K
SA
23
Sanctuary Advisors
Indiana
$287K
WIM
24
WealthPlan Investment Management
Nebraska
$276K
SFS
25
Sowell Financial Services
Arkansas
$259K