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QVMT

Invesco S&P 500 Concentrated QVM ETF

44 hedge funds and large institutions have $60.9M invested in Invesco S&P 500 Concentrated QVM ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

5% more funds holding

Funds holding: 4244 (+2)

3% more capital invested

Capital invested by funds: $59.4M → $60.9M (+$1.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.87% less ownership

Funds ownership: 53.9%53.03% (-0.87%)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.54%
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
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$12.3M -$2.26M -40,872 -16%
Bank of America
2
Bank of America
North Carolina
$10.5M +$659K +11,892 +7%
ACM
3
Armbruster Capital Management
New York
$9.54M -$104K -1,880 -1%
Invesco
4
Invesco
Georgia
$9.09M -$306K -5,528 -3%
DWA
5
Delta Wealth Advisors
Indiana
$5.13M -$325K -5,870 -6%
LI
6
LMCG Investments
Massachusetts
$1.89M +$97K +1,752 +6%
KOC
7
Koss-Olinger Consulting
Florida
$1.41M -$94.8K -1,712 -6%
AFO
8
Arrowroot Family Office
California
$882K -$1.55K -28 -0.2%
MPWT
9
MassMutual Private Wealth & Trust
Connecticut
$871K +$58.8K +1,062 +7%
UBS Group
10
UBS Group
Switzerland
$777K +$3.49K +63 +0.5%
SP
11
Sequent Planning
Nebraska
$707K +$475K +8,577 +225%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$706K -$21.8K -394 -3%
CFD
13
Creative Financial Designs
Indiana
$675K +$132K +2,376 +25%
PCMC
14
Paragon Capital Management (Colorado)
Colorado
$673K -$88.7K -1,601 -12%
FFA
15
Farther Finance Advisors
California
$625K -$48.7K -879 -7%
AWE
16
Avidian Wealth Enterprises
Texas
$502K +$4.38K +79 +0.9%
Truist Financial
17
Truist Financial
North Carolina
$456K -$7.26K -131 -2%
PFA
18
Professional Financial Advisors
Nebraska
$451K -$2.99K -54 -0.7%
Osaic Holdings
19
Osaic Holdings
Arizona
$434K -$49.4K -892 -11%
HAG
20
HighPoint Advisor Group
Illinois
$429K +$416K +7,508 New
GRP
21
Global Retirement Partners
California
$315K +$23.1K +417 +8%
HI
22
Harbour Investments
Wisconsin
$299K +$198K +3,580 +216%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$293K +$12.2K +220 +4%
SA
24
Sanctuary Advisors
Indiana
$287K +$47.4K +856 +20%
WIM
25
WealthPlan Investment Management
Nebraska
$276K +$268K +4,838 New