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Invesco S&P 500 Quality ETF

744 hedge funds and large institutions have $10.6B invested in Invesco S&P 500 Quality ETF in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 295 increasing their positions, 224 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 33

32% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 224

12% more funds holding in top 10

Funds holding in top 10: 6067 (+7)

5% more capital invested

Capital invested by funds: $10B → $10.6B (+$544M)

4% more funds holding

Funds holding: 712744 (+32)

1.67% more ownership

Funds ownership: 66.09%67.76% (+1.7%)

Holders
744
Holders Change
+32
Holders Change %
+4.49%
% of All Funds
9.16%
Holding in Top 10
67
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.67%
% of All Funds
0.83%
New
79
Increased
295
Reduced
224
Closed
33
Calls
$699K
Puts
Net Calls
+$699K
Net Calls Change
-$817K
Name Holding Trade Value Shares
Change
Change in
Stake
DI
301
Disciplined Investors
Texas
$1.74M
CPIG
302
Chicago Partners Investment Group
Illinois
$1.71M -$185K -2,375 -10%
TWP
303
Tempus Wealth Planning
California
$1.7M +$148K +1,900 +9%
EFL
304
ERn Financial LLC
Wisconsin
$1.69M -$8.87K -114 -0.5%
HWA
305
HHM Wealth Advisors
Tennessee
$1.69M
SIC
306
Sage Investment Counsel
Tennessee
$1.68M +$84.1K +1,082 +5%
DWM
307
Diversify Wealth Management
Utah
$1.67M +$760K +9,770 +88%
EWS
308
Evergreen Wealth Solutions
Pennsylvania
$1.67M +$1.72M +22,180 New
MCM
309
Mainstay Capital Management
Michigan
$1.67M -$11.7K -150 -0.7%
HPC
310
HM Payson & Co
Maine
$1.66M +$29.7K +382 +2%
SSWM
311
Sheets Smith Wealth Management
North Carolina
$1.66M +$95.3K +1,225 +6%
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$1.62M +$825K +10,612 +96%
BNMT
313
Bawa N Mallick Trust
New York
$1.58M
HFW
314
Horizon Family Wealth
Illinois
$1.58M +$611K +7,863 +60%
ASN
315
Advisory Services Network
Georgia
$1.55M -$37K -476 -2%
TCWM
316
Total Clarity Wealth Management
Illinois
$1.53M +$504K +6,482 +47%
LFG
317
Larson Financial Group
Missouri
$1.52M +$8.71K +112 +0.6%
DWA
318
Delta Wealth Advisors
Indiana
$1.52M +$93K +1,196 +6%
CFB
319
Cullen/Frost Bankers
Texas
$1.49M -$30.1K -387 -2%
IAIM
320
International Assets Investment Management
Florida
$1.49M -$161K -2,075 -10%
BAG
321
Bauman Advisory Group
Nevada
$1.48M -$40.7K -524 -3%
BWM
322
BNB Wealth Management
Maryland
$1.48M +$311 +4 +0%
IRC
323
Investors Research Corp
Georgia
$1.48M +$79.5K +1,023 +5%
SAM
324
Smartleaf Asset Management
Massachusetts
$1.47M +$1.52M +19,610 +4,457%
WS
325
Wedbush Securities
California
$1.47M +$2.64K +34 +0.2%