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Invesco S&P 500 Quality ETF
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Overview Fund Activity

654 hedge funds and large institutions have $9.26B invested in Invesco S&P 500 Quality ETF in 2025 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 262 increasing their positions, 181 reducing their positions, and 46 closing their positions.

Holders
654
Holders Change
+41
Holders Change %
+6.69%
% of All Funds
8.78%
Holding in Top 10
53
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.71%
New
97
Increased
262
Reduced
181
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$659M
2
Raymond James Financial
2
Raymond James Financial
Florida
$276M
3
LPL Financial
3
LPL Financial
California
$810M
4
Wells Fargo
4
Wells Fargo
California
$306M
5
MCM
5
Mainstay Capital Management
Michigan
$95.9M

Top Sellers

1
TC
1
Trilogy Capital
California
$12.2M
2
BI
2
Ballast Inc
Kentucky
$0
3
ABWM
3
Alpine Bank Wealth Management
Colorado
$57.2M
4
KW
4
KWB Wealth
California
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$90.9M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$810M 11,370,990 +1,326,736 +13%
Ameriprise
2
Ameriprise
Minnesota
$659M 9,247,520 +3,741,699 +68%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$573M 8,043,049 +319,087 +4%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$538M 7,461,240 -179,348 -2%
Morgan Stanley
5
Morgan Stanley
New York
$475M 6,659,192 +236,591 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$375M 5,258,991 +570,622 +12%
Bank of America
7
Bank of America
North Carolina
$311M 4,360,942 +264,199 +6%
Wells Fargo
8
Wells Fargo
California
$306M 4,296,767 +682,207 +19%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$303M 4,250,785 -96,700 -2%
Raymond James Financial
10
Raymond James Financial
Florida
$276M 3,869,397 +1,469,187 +61%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$190M 2,668,272 +74,007 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$179M 2,510,147 +446,394 +22%
Osaic Holdings
13
Osaic Holdings
Arizona
$140M 2,084,105 -247,052 -11%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$132M 1,852,838 +546,588 +42%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$131M 1,843,952 +161,638 +10%
UBS Group
16
UBS Group
Switzerland
$120M 1,678,247 +143,470 +9%
SWA
17
SFMG Wealth Advisors
Texas
$116M 1,630,713 +10,641 +0.7%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$112M 1,575,902 +382,298 +32%
Kovitz Investment Group Partners
19
Kovitz Investment Group Partners
Illinois
$108M 1,516,681 +106,620 +8%
FCAS
20
First Command Advisory Services
Texas
$103M 1,444,206 +37,086 +3%
MAM
21
Madison Asset Management
Wisconsin
$100M 1,407,188 -20,715 -1%
MCM
22
Mainstay Capital Management
Michigan
$95.9M 1,345,602 +675,521 +101%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$94.8M 1,330,058 +247,437 +23%
EH
24
Equitable Holdings
New York
$94.1M 1,320,290 +78,620 +6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$90.9M 1,275,063 -263,326 -17%
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