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Invesco S&P 500 Quality ETF

712 hedge funds and large institutions have $10B invested in Invesco S&P 500 Quality ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 264 increasing their positions, 227 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 47

28% more funds holding in top 10

Funds holding in top 10: 4760 (+13)

16% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 227

5% more funds holding

Funds holding: 676712 (+36)

1% more capital invested

Capital invested by funds: $9.97B → $10B (+$69.9M)

0.1% more ownership

Funds ownership: 65.98%66.09% (+0.1%)

Holders
712
Holders Change
+36
Holders Change %
+5.33%
% of All Funds
8.66%
Holding in Top 10
60
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+27.66%
% of All Funds
0.73%
New
93
Increased
264
Reduced
227
Closed
47
Calls
$1.52M
Puts
Net Calls
+$1.52M
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
NFA
226
Northwest Financial Advisors
Virginia
$3.11M +$525K +7,076 +21%
GCM
227
Generation Capital Management
New York
$3.05M +$279K +3,758 +10%
CFG
228
Compass Financial Group
Ohio
$2.93M +$2.9M +39,085 New
WMA
229
West Michigan Advisors
Michigan
$2.9M -$38.8K -523 -1%
JWBC
230
J.W. Burns & Co
New York
$2.86M +$46.3K +624 +2%
WWA
231
Wisconsin Wealth Advisors
Wisconsin
$2.85M +$249K +3,347 +10%
OWM
232
OneAscent Wealth Management
Alabama
$2.83M -$66.7K -898 -2%
APA
233
Astoria Portfolio Advisors
New York
$2.76M -$286K -3,852 -10%
DADC
234
D.A. Davidson & Co
Montana
$2.65M +$258K +3,472 +11%
KTC
235
Kentucky Trust Company
Kentucky
$2.64M -$7.43K -100 -0.3%
DAS
236
Dynamic Advisor Solutions
Arizona
$2.63M -$10.5K -142 -0.4%
FA
237
Fiduciary Alliance
South Carolina
$2.59M +$174K +2,337 +7%
LFA
238
Legacy Financial Advisors
Kentucky
$2.57M +$236K +3,183 +10%
HP
239
Holistic Planning
Texas
$2.54M +$1.42M +19,087 +129%
AQR Capital Management
240
AQR Capital Management
Connecticut
$2.49M +$762K +10,264 +45%
MA
241
MONECO Advisors
Connecticut
$2.48M -$199K -2,679 -8%
HAG
242
HighPoint Advisor Group
Illinois
$2.44M +$2.42M +32,550 New
AssetMark Inc
243
AssetMark Inc
California
$2.41M +$1.14M +15,333 +91%
ACI
244
Alpha Cubed Investments
California
$2.41M -$191K -2,572 -7%
Natixis Advisors
245
Natixis Advisors
Massachusetts
$2.41M +$2.38M +32,079 New
IF
246
Intrua Financial
Texas
$2.4M +$24.8K +334 +1%
FFA
247
Fragasso Financial Advisors
Pennsylvania
$2.37M -$10.8K -146 -0.5%
BPA
248
Beacon Pointe Advisors
California
$2.36M +$448K +6,028 +24%
TC
249
TAGStone Capital
North Carolina
$2.28M +$567K +7,640 +34%
RW
250
RVW Wealth
California
$2.28M -$185K -2,488 -8%