We are live on ! Find out more
SPHQ icon

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
AIA
276
AssuredPartners Investment Advisors
Florida
$1.92M +$1.59M +21,357 +500%
IFWM
277
Institute for Wealth Management
Colorado
$1.88M -$242K -3,256 -11%
HAG
278
HF Advisory Group
Maryland
$1.86M +$62.3K +839 +3%
DC
279
Davenport & Co
Virginia
$1.86M -$14.3K -192 -0.8%
PW
280
Potentia Wealth
California
$1.86M -$77.4K -1,042 -4%
WIA
281
World Investment Advisors
California
$1.85M +$35.2K +474 +2%
CPIG
282
Chicago Partners Investment Group
Illinois
$1.82M +$945K +12,731 +116%
HCP
283
Holt Capital Partners
Texas
$1.8M +$282K +3,800 +19%
Northern Trust
284
Northern Trust
Illinois
$1.77M
PFGIA
285
Patriot Financial Group Insurance Agency
Massachusetts
$1.75M +$172K +2,319 +11%
DI
286
Disciplined Investors
Texas
$1.74M
EFL
287
ERn Financial LLC
Wisconsin
$1.7M +$142K +1,912 +9%
HWA
288
HHM Wealth Advisors
Tennessee
$1.69M
MCM
289
Mainstay Capital Management
Michigan
$1.67M -$14.3K -193 -0.9%
HFA
290
Hershey Financial Advisers
Pennsylvania
$1.65M +$1.63M +21,971 New
WWA
291
Wingate Wealth Advisors
Massachusetts
$1.65M +$228K +3,075 +16%
HPC
292
HM Payson & Co
Maine
$1.63M +$341K +4,592 +27%
IAIM
293
International Assets Investment Management
Florida
$1.63M -$77.7K -1,046 -5%
VWWMG
294
Vermillion & White Wealth Management Group
Pennsylvania
$1.6M
SIC
295
Sage Investment Counsel
Tennessee
$1.59M +$39.8K +536 +3%
GJIA
296
Glass Jacobson Investment Advisors
Maryland
$1.59M -$67.4K -908 -4%
Mercer Global Advisors
297
Mercer Global Advisors
Colorado
$1.58M -$389K -5,234 -20%
BNMT
298
Bawa N Mallick Trust
New York
$1.58M
ASN
299
Advisory Services Network
Georgia
$1.58M -$14K -188 -0.9%
SSWM
300
Sheets Smith Wealth Management
North Carolina
$1.56M +$31.6K +425 +2%