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Invesco S&P 500 Quality ETF

657 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, 182 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
+44
Holders Change %
+7.18%
% 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
182
Closed
47
Calls
$485K
Puts
$955K
Net Calls
-$470K
Net Calls Change
-$570K
Name Holding Trade Value Shares
Change
Shares
Change %
CAAS
326
Capital Asset Advisory Services
Michigan
$881K -$63.2K -882 -7%
AWM
327
Axxcess Wealth Management
California
$876K -$62.9K -882 -7%
SW
328
SteelPeak Wealth
California
$875K -$19.9K -279 -2%
SW
329
SlateStone Wealth
Florida
$872K -$48.2K -677 -5%
RL
330
Retireful LLC
Michigan
$865K +$394K +5,526 +84%
EFA
331
Evernest Financial Advisors
Indiana
$859K
CGA
332
Crescent Grove Advisors
Illinois
$858K
RFN
333
Redwood Financial Network
Ohio
$855K +$73.1K +1,026 +9%
TWG
334
The Wealth Group
Minnesota
$850K +$850K +11,930 New
CWM
335
CarsonAllaria Wealth Management
Illinois
$850K
WIA
336
World Investment Advisors
California
$848K +$111K +1,561 +15%
Susquehanna International Group
337
Susquehanna International Group
Pennsylvania
$847K +$847K +11,882 New
NL
338
NWAM LLC
Washington
$839K +$15.1K +210 +2%
CAS
339
Coppell Advisory Solutions
Texas
$838K -$578K -8,158 -41%
SWA
340
Serenus Wealth Advisors
California
$832K +$87.4K +1,227 +12%
HAS
341
HBW Advisory Services
California
$826K +$50K +701 +6%
BWM
342
BCGM Wealth Management
Indiana
$818K -$111K -1,553 -12%
TPA
343
Trivium Point Advisory
Connecticut
$810K -$1.71K -24 -0.2%
BCM
344
Brookstone Capital Management
Illinois
$801K +$88.9K +1,247 +12%
SA
345
Sovran Advisors
California
$800K -$770K -10,756 -49%
AQR Capital Management
346
AQR Capital Management
Connecticut
$800K +$383K +5,373 +92%
FG
347
Foster Group
Iowa
$797K +$797K +11,183 New
HFW
348
Horizon Family Wealth
Illinois
$796K +$796K +11,173 New
SFS
349
Symphony Financial Services
Ohio
$785K +$17.2K +242 +2%
DFG
350
Dupree Financial Group
Kentucky
$784K -$11.2K -157 -1%