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QVMT

Invesco S&P 500 Concentrated QVM ETF

46 hedge funds and large institutions have $68.5M invested in Invesco S&P 500 Concentrated QVM ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

13% more capital invested

Capital invested by funds: $60.9M → $68.5M (+$7.67M)

5% more funds holding

Funds holding: 4446 (+2)

3.2% more ownership

Funds ownership: 53.03%56.23% (+3.2%)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
15
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$18.7M +$5.93M +99,186 +46%
Bank of America
2
Bank of America
North Carolina
$15.1M +$4.22M +70,558 +38%
ACM
3
Armbruster Capital Management
New York
$9.36M -$579K -9,695 -6%
Invesco
4
Invesco
Georgia
$9.07M -$397K -6,635 -4%
LI
5
LMCG Investments
Massachusetts
$2.22M +$255K +4,268 +13%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.45M +$1.46M +24,446 New
KOC
7
Koss-Olinger Consulting
Florida
$1.2M -$272K -4,546 -18%
MPWT
8
MassMutual Private Wealth & Trust
Connecticut
$1.12M +$210K +3,510 +23%
AFO
9
Arrowroot Family Office
California
$924K +$5.26K +88 +0.6%
UBS Group
10
UBS Group
Switzerland
$842K +$33.9K +567 +4%
PCMC
11
Paragon Capital Management (Colorado)
Colorado
$705K +$4.06K +68 +0.6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$658K -$77.9K -1,304 -11%
FFA
13
Farther Finance Advisors
California
$657K +$777 +13 +0.1%
SP
14
Sequent Planning
Nebraska
$629K -$107K -1,798 -15%
Osaic Holdings
15
Osaic Holdings
Arizona
$516K +$65.2K +1,091 +14%
AWE
16
Avidian Wealth Enterprises
Texas
$514K -$8.37K -140 -2%
Raymond James Financial
17
Raymond James Financial
Florida
$485K +$487K +8,154 New
Jane Street
18
Jane Street
New York
$484K +$487K +8,140 New
DWA
19
Delta Wealth Advisors
Indiana
$482K -$4.89M -81,733 -91%
PFA
20
Professional Financial Advisors
Nebraska
$470K
HAG
21
HighPoint Advisor Group
Illinois
$390K -$56.4K -943 -13%
Truist Financial
22
Truist Financial
North Carolina
$379K -$96.9K -1,621 -20%
SA
23
Sanctuary Advisors
Indiana
$328K +$28.8K +482 +10%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$326K +$21.2K +355 +7%
SFS
25
Sowell Financial Services
Arkansas
$270K +$538 +9 +0.2%