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Invesco S&P 500 Quality ETF
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Overview Fund Activity

656 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 99 funds opening new positions, 262 increasing their positions, 181 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
+43
Holders Change %
+7.01%
% of All Funds
8.8%
Holding in Top 10
53
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.71%
New
99
Increased
262
Reduced
181
Closed
47
Calls
$485K
Puts
$955K
Net Calls
-$470K
Net Calls Change
-$570K

Top Buyers

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

Top Sellers

1
TC
Trilogy Capital
California
$12.2M
2
BI
Ballast Inc
Kentucky
$0
3
ABWM
Alpine Bank Wealth Management
Colorado
$57.2M
4
KW
KWB Wealth
California
$0
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$90.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
226
Sagace Wealth Management
Florida
$2.15M -$556K -7,801 -21%
TWC
227
TD Waterhouse Canada
Ontario, Canada
$2.14M -$155K -2,161 -7%
WAP
228
Wealthcare Advisory Partners
Pennsylvania
$2.14M +$103K +1,448 +5%
CAL
229
Capital Advisors Ltd
Ohio
$2.05M -$10.2K -143 -0.5%
IFWM
230
Institute for Wealth Management
Colorado
$2.02M -$12.3K -173 -0.6%
LFA
231
Legacy Financial Advisors
Kentucky
$2M -$82.6K -1,159 -4%
DWM
232
Denver Wealth Management
Colorado
$1.99M +$1.4M +19,608 +235%
FA
233
Fiduciary Alliance
South Carolina
$1.98M +$213K +2,987 +12%
CFG
234
Citizens Financial Group
Rhode Island
$1.95M +$487K +6,828 +33%
TCWM
235
Total Clarity Wealth Management
Illinois
$1.94M +$1.62M +22,697 +495%
FCM
236
Family Capital Management
Michigan
$1.92M +$970K +13,616 +102%
BB
237
Bell Bank
North Dakota
$1.87M +$114K +1,599 +6%
RIS
238
Richmond Investment Services
Wisconsin
$1.87M +$1.21M +16,923 +181%
MF
239
Meridian Financial
Massachusetts
$1.87M +$50K +702 +3%
GG
240
Greenwood Gearhart
Arkansas
$1.79M -$590K -8,280 -25%
RFA
241
Resurgent Financial Advisors
Georgia
$1.78M -$70.6K -991 -4%
DC
242
Davenport & Co
Virginia
$1.76M +$140K +1,963 +9%
Citigroup
243
Citigroup
New York
$1.72M +$18.5K +259 +1%
PFG
244
PAX Financial Group
Texas
$1.72M -$239K -3,352 -12%
CAG
245
Csenge Advisory Group
Florida
$1.71M -$1.41K -20 -0.1%
GIA
246
Gladstone Institutional Advisory
Florida
$1.65M -$15.4K -216 -0.9%
DI
247
Disciplined Investors
Texas
$1.65M +$1.32M +18,539 +399%
VWA
248
Visionary Wealth Advisors
Illinois
$1.63M +$262K +3,679 +19%
HAG
249
HF Advisory Group
Maryland
$1.63M -$26.3K -369 -2%
IAIM
250
International Assets Investment Management
Florida
$1.62M -$149K -2,086 -8%
8 9
10
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