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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 %
MG
251
Mather Group
Illinois
$1.62M +$754K +10,581 +88%
P
252
&Partners
Tennessee
$1.61M -$743K -10,432 -32%
HWA
253
HHM Wealth Advisors
Tennessee
$1.6M -$57.7K -810 -3%
VAG
254
VisionPoint Advisory Group
Texas
$1.55M +$1.55M +21,806 New
SF
255
Synovus Financial
Georgia
$1.55M +$535K +7,506 +53%
PTP
256
Platform Technology Partners
New York
$1.55M +$680K +9,540 +78%
TSWM
257
Tyler-Stone Wealth Management
Ohio
$1.55M +$1.55M +21,720 New
GJIA
258
Glass Jacobson Investment Advisors
Maryland
$1.54M +$336K +4,722 +28%
VA
259
VestGen Advisors
Illinois
$1.53M +$1.14K +16 +0.1%
ASN
260
Advisory Services Network
Georgia
$1.53M +$139K +1,944 +10%
DADC
261
D.A. Davidson & Co
Montana
$1.52M +$776K +10,894 +104%
VWWMG
262
Vermillion & White Wealth Management Group
Pennsylvania
$1.52M +$1.52M +21,339 New
Tudor Investment Corp
263
Tudor Investment Corp
Connecticut
$1.48M +$1.48M +20,759 New
EFL
264
ERn Financial LLC
Wisconsin
$1.46M -$2.96M -41,567 -67%
SSWM
265
Sheets Smith Wealth Management
North Carolina
$1.45M +$1.45M +20,298 New
SCM
266
Steele Capital Management
Iowa
$1.44M +$3.35K +47 +0.2%
PFGIA
267
Patriot Financial Group Insurance Agency
Massachusetts
$1.43M +$98.2K +1,378 +7%
GVAG
268
Great Valley Advisor Group
Delaware
$1.38M +$178K +2,501 +15%
CCA
269
Childress Capital Advisors
Texas
$1.38M +$1.38M +19,337 New
IDA
270
Intelligence Driven Advisers
California
$1.37M – – –
Financial Engines Advisors
271
Financial Engines Advisors
California
$1.34M +$151K +2,125 +13%
HCP
272
Holt Capital Partners
Texas
$1.34M -$237K -3,320 -15%
WTC
273
WhitTier Trust Company
Nevada
$1.34M – – –
SIC
274
Sage Investment Counsel
Tennessee
$1.34M +$895K +12,557 +203%
CFB
275
Cullen/Frost Bankers
Texas
$1.33M +$284K +3,984 +27%
9 10
11
12 13