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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
SWM
326
Sherman Wealth Management
Maryland
$1.46M +$474K +6,102 +46%
SWA
327
Stratos Wealth Advisors
Ohio
$1.46M +$206K +2,644 +16%
IDA
328
Intelligence Driven Advisers
California
$1.45M
WTC
329
WhitTier Trust Company
Nevada
$1.43M
BW
330
Basepoint Wealth
Iowa
$1.42M +$2.96K +38 +0.2%
NAM
331
NorthCrest Asset Manangement
Minnesota
$1.42M -$61.2K -787 -4%
BWM
332
BCS Wealth Management
Tennessee
$1.4M -$878K -11,290 -38%
BCG
333
Breakwater Capital Group
New Jersey
$1.4M +$38.3K +493 +3%
BST
334
Bath Savings Trust
Maine
$1.4M +$288K +3,700 +25%
LFAS
335
Level Four Advisory Services
Texas
$1.39M -$5.07M -65,153 -78%
IWC
336
Integrated Wealth Concepts
Massachusetts
$1.39M +$247K +3,177 +21%
VWWMG
337
Vermillion & White Wealth Management Group
Pennsylvania
$1.37M -$239K -3,071 -14%
SAM
338
Silvercrest Asset Management
New York
$1.37M
CAL
339
Capital Analysts LLC
Pennsylvania
$1.37M +$1.42M +18,213 New
KA
340
Kovack Advisors
Florida
$1.37M -$7.78K -100 -0.6%
DC
341
Davenport & Co
Virginia
$1.35M -$530K -6,818 -27%
OAS
342
Optivise Advisory Services
Tennessee
$1.35M +$397K +5,101 +40%
CBU
343
CIBC Bancorp USA
Illinois
$1.34M +$1.39M +17,818 New
MHS
344
M Holdings Securities
Oregon
$1.32M -$41.7K -536 -3%
SCM
345
Sage Capital Management
New Jersey
$1.3M -$10.7K -137 -0.8%
AF
346
Apollon Financial
South Carolina
$1.25M -$1.17K -15 -0.1%
TCM
347
Tandem Capital Management
New Jersey
$1.25M +$16.7K +215 +1%
KFI
348
Key Financial Inc
Pennsylvania
$1.25M +$20.3K +261 +2%
GG
349
Greenwood Gearhart
Arkansas
$1.24M -$214K -2,751 -14%
HWM
350
HB Wealth Management
Georgia
$1.24M +$478K +6,149 +59%