We are live on ! Find out more
SPHQ icon

Invesco S&P 500 Quality ETF

676 hedge funds and large institutions have $9.97B invested in Invesco S&P 500 Quality ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 279 increasing their positions, 199 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 47

40% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 199

14% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $1.06M

6% more capital invested

Capital invested by funds: $9.36B → $9.97B (+$609M)

1% more funds holding

Funds holding: 669676 (+7)

0.58% less ownership

Funds ownership: 66.56%65.98% (-0.58%)

13% less funds holding in top 10

Funds holding in top 10: 5447 (-7)

Holders
676
Holders Change
+7
Holders Change %
+1.05%
% of All Funds
8.87%
Holding in Top 10
47
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.96%
% of All Funds
0.62%
New
67
Increased
279
Reduced
199
Closed
47
Calls
$1.22M
Puts
$1.06M
Net Calls
+$154K
Net Calls Change
+$624K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
Sagace Wealth Management
Florida
$1.24M -$961K -13,312 -44%
MHS
302
M Holdings Securities
Oregon
$1.23M -$41.1K -570 -3%
AssetMark Inc
303
AssetMark Inc
California
$1.23M -$82.4M -1,142,260 -99%
RL
304
Retireful LLC
Michigan
$1.23M +$445K +6,171 +51%
5W
305
5T Wealth
California
$1.21M +$144 +2 +0%
SWA
306
Stratos Wealth Advisors
Ohio
$1.18M -$7.72K -107 -0.7%
KA
307
Kovack Advisors
Florida
$1.17M -$148K -2,056 -11%
S
308
SignatureFD
Georgia
$1.15M
SCM
309
Stonehearth Capital Management
Massachusetts
$1.15M
GEA
310
Glen Eagle Advisors
New Jersey
$1.15M +$399K +5,526 +55%
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$1.15M +$18.1K +251 +2%
CAG
312
Centerpoint Advisory Group
Kansas
$1.15M +$352K +4,870 +45%
TCM
313
Tandem Capital Management
New Jersey
$1.15M +$59.9K +830 +6%
GWM
314
Geneos Wealth Management
Colorado
$1.14M -$164K -2,266 -13%
ACM
315
Advance Capital Management
Michigan
$1.14M +$99K +1,371 +10%
RFN
316
Redwood Financial Network
Ohio
$1.11M +$223K +3,088 +26%
LA
317
Legacy Advisors
Pennsylvania
$1.1M +$1.08M +15,000 New
BTD
318
BankPlus Trust Department
Mississippi
$1.09M
HP
319
Holistic Planning
Texas
$1.08M -$67.8K -939 -6%
SFG
320
Seamount Financial Group
Colorado
$1.08M +$2.89K +40 +0.3%
MFG
321
MTM Financial Group
Pennsylvania
$1.08M +$1.06M +14,690 New
TCWM
322
Total Clarity Wealth Management
Illinois
$1.08M -$909K -12,592 -46%
FWWM
323
Fiscal Wisdom Wealth Management
Connecticut
$1.07M +$1.05M +14,521 New
AFG
324
Atomi Financial Group
New York
$1.06M -$14.9K -207 -1%
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$1.05M +$142K +1,967 +16%