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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 %
KIM
276
Kane Investment Management
California
$1.32M +$210K +2,941 +19%
TC
277
TAGStone Capital
North Carolina
$1.29M +$973K +13,522 +306%
SAM
278
Silvercrest Asset Management
New York
$1.29M +$855 +12 +0.1%
KA
279
Kovack Advisors
Florida
$1.29M +$21.8K +306 +2%
SCM
280
Sage Capital Management
New Jersey
$1.28M -$26.7K -374 -2%
GWM
281
Geneos Wealth Management
Colorado
$1.27M -$3.88M -54,510 -75%
IRC
282
Investors Research Corp
Georgia
$1.26M +$125K +1,749 +11%
AF
283
Apollon Financial
South Carolina
$1.25M -$44.3K -622 -3%
WS
284
Wedbush Securities
California
$1.25M -$115K -1,613 -8%
MHS
285
M Holdings Securities
Oregon
$1.23M +$1.23M +17,366 New
CWM
286
Congress Wealth Management
Massachusetts
$1.22M +$514K +7,216 +73%
BCG
287
Breakwater Capital Group
New Jersey
$1.21M +$178K +2,502 +17%
BCM
288
Beaumont Capital Management
Massachusetts
$1.21M +$587K +8,244 +94%
NAM
289
NorthCrest Asset Manangement
Minnesota
$1.19M +$229K +3,181 +24%
5W
290
5T Wealth
California
$1.18M -$768K -10,773 -40%
SWA
291
Stratos Wealth Advisors
Ohio
$1.16M +$47.4K +665 +4%
EWA
292
EP Wealth Advisors
California
$1.12M +$221K +3,107 +25%
HP
293
Holistic Planning
Texas
$1.12M -$5.7K -80 -0.5%
S
294
SignatureFD
Georgia
$1.12M +$1.12M +15,716 New
SCM
295
Stonehearth Capital Management
Massachusetts
$1.12M -$12.3K -173 -1%
Brown Advisory
296
Brown Advisory
Maryland
$1.11M +$11.8K +166 +1%
CIBC Private Wealth Group
297
CIBC Private Wealth Group
Georgia
$1.1M – – –
TSMHT
298
Thurston Springer Miller Herd & Titak
Indiana
$1.09M +$735K +10,318 +207%
WWA
299
Wingate Wealth Advisors
Massachusetts
$1.07M +$185K +2,602 +21%
Northern Trust
300
Northern Trust
Illinois
$1.06M – – –
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