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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
TWP
301
Tempus Wealth Planning
California
$1.55M -$78K -1,050 -5%
BAG
302
Bauman Advisory Group
Nevada
$1.52M +$1.51M +20,269 New
GVAG
303
Great Valley Advisor Group
Delaware
$1.52M -$27K -364 -2%
CFB
304
Cullen/Frost Bankers
Texas
$1.52M +$95.6K +1,287 +7%
LFG
305
Larson Financial Group
Missouri
$1.51M +$1.23M +16,590 +473%
MFG
306
MTM Financial Group
Pennsylvania
$1.5M +$395K +5,318 +36%
NAM
307
NorthCrest Asset Manangement
Minnesota
$1.48M +$82.3K +1,108 +6%
BWM
308
BNB Wealth Management
Maryland
$1.48M +$1.46M +19,666 New
WS
309
Wedbush Securities
California
$1.46M +$121K +1,626 +9%
WTC
310
WhitTier Trust Company
Nevada
$1.45M
GG
311
Greenwood Gearhart
Arkansas
$1.45M -$434K -5,850 -23%
IDA
312
Intelligence Driven Advisers
California
$1.45M
CAG
313
Centerpoint Advisory Group
Kansas
$1.45M +$268K +3,615 +23%
DWA
314
Delta Wealth Advisors
Indiana
$1.43M +$101K +1,357 +8%
BW
315
Basepoint Wealth
Iowa
$1.41M +$2.08K +28 +0.1%
IRC
316
Investors Research Corp
Georgia
$1.4M -$3.56K -48 -0.3%
GIA
317
Gladstone Institutional Advisory
Florida
$1.38M -$288K -3,877 -17%
SAM
318
Silvercrest Asset Management
New York
$1.37M +$63.2K +851 +5%
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$1.36M +$276K +3,720 +26%
KA
320
Kovack Advisors
Florida
$1.36M +$156K +2,104 +13%
BCG
321
Breakwater Capital Group
New Jersey
$1.36M -$235K -3,170 -15%
MHS
322
M Holdings Securities
Oregon
$1.35M +$90.7K +1,222 +7%
Financial Engines Advisors
323
Financial Engines Advisors
California
$1.34M +$15.7K +211 +1%
CB
324
Commerce Bank
Missouri
$1.32M +$965K +12,988 +285%
SCM
325
Sage Capital Management
New Jersey
$1.31M -$13.2K -178 -1%