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Invesco S&P 500 Quality ETF
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Overview Fund Activity

656 hedge funds and large institutions have $9.26B invested in Invesco S&P 500 Quality ETF in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 262 increasing their positions, 181 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
+43
Holders Change %
+7.01%
% of All Funds
8.8%
Holding in Top 10
53
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.71%
New
99
Increased
262
Reduced
181
Closed
47
Calls
$485K
Puts
$955K
Net Calls
-$470K
Net Calls Change
-$570K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$659M
2
Raymond James Financial
Raymond James Financial
Florida
$276M
3
LPL Financial
LPL Financial
California
$810M
4
Wells Fargo
Wells Fargo
California
$306M
5
MCM
Mainstay Capital Management
Michigan
$95.9M

Top Sellers

1
TC
Trilogy Capital
California
$12.2M
2
BI
Ballast Inc
Kentucky
$0
3
ABWM
Alpine Bank Wealth Management
Colorado
$57.2M
4
KW
KWB Wealth
California
$0
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$90.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
326
Axxcess Wealth Management
California
$876K -$62.9K -882 -7%
SW
327
SteelPeak Wealth
California
$875K -$19.9K -279 -2%
SW
328
SlateStone Wealth
Florida
$872K -$48.2K -677 -5%
RL
329
Retireful LLC
Michigan
$865K +$394K +5,526 +84%
EFA
330
Evernest Financial Advisors
Indiana
$859K – – –
CGA
331
Crescent Grove Advisors
Illinois
$858K – – –
RFN
332
Redwood Financial Network
Ohio
$855K +$73.1K +1,026 +9%
TWG
333
The Wealth Group
Minnesota
$850K +$850K +11,930 New
CWM
334
CarsonAllaria Wealth Management
Illinois
$850K – – –
WIA
335
World Investment Advisors
California
$848K +$111K +1,561 +15%
Susquehanna International Group
336
Susquehanna International Group
Pennsylvania
$847K +$847K +11,882 New
NL
337
NWAM LLC
Washington
$839K +$15.1K +210 +2%
CAS
338
Coppell Advisory Solutions
Texas
$838K -$578K -8,158 -41%
SWA
339
Serenus Wealth Advisors
California
$832K +$87.4K +1,227 +12%
HAS
340
HBW Advisory Services
California
$826K +$50K +701 +6%
BWM
341
BCGM Wealth Management
Indiana
$818K -$111K -1,553 -12%
TPA
342
Trivium Point Advisory
Connecticut
$810K -$1.71K -24 -0.2%
BCM
343
Brookstone Capital Management
Illinois
$801K +$88.9K +1,247 +12%
SA
344
Sovran Advisors
California
$800K -$770K -10,756 -49%
AQR Capital Management
345
AQR Capital Management
Connecticut
$800K +$383K +5,373 +92%
FG
346
Foster Group
Iowa
$797K +$797K +11,183 New
HFW
347
Horizon Family Wealth
Illinois
$796K +$796K +11,173 New
SFS
348
Symphony Financial Services
Ohio
$785K +$17.2K +242 +2%
DFG
349
Dupree Financial Group
Kentucky
$784K -$11.2K -157 -1%
Betterment LLC
350
Betterment LLC
New York
$782K +$295K +4,131 +60%
12 13
14
15 16