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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
KFI
326
Key Financial Inc
Pennsylvania
$1.05M +$75.3K +1,043 +8%
WT
327
Whittier Trust
California
$1.05M
CW
328
CreativeOne Wealth
Kansas
$1.03M +$27.9K +386 +3%
IA
329
IFG Advisory
Georgia
$990K +$31.9K +442 +3%
BCM
330
Brookstone Capital Management
Illinois
$986K +$159K +2,207 +20%
PWM
331
Perigon Wealth Management
California
$965K -$15.5K -215 -2%
AMCA
332
Arthur M. Cohen & Associates
Illinois
$959K
SS
333
Sunbelt Securities
Texas
$958K +$905K +12,538 +2,326%
KWA
334
Kingswood Wealth Advisors
California
$953K -$65K -900 -6%
KCP
335
Kera Capital Partners
California
$945K
IC
336
IEQ Capital
California
$939K +$28.5K +395 +3%
OC
337
Oppenheimer & Co
New York
$939K -$132K -1,832 -13%
RPCA
338
Running Point Capital Advisors
California
$938K -$38.3K -530 -4%
Envestnet Portfolio Solutions
339
Envestnet Portfolio Solutions
Illinois
$929K +$915K +12,679 New
BWM
340
BCS Wealth Management
Tennessee
$917K +$366K +5,076 +68%
AWM
341
Axxcess Wealth Management
California
$914K +$13.1K +181 +1%
CAAS
342
Capital Asset Advisory Services
Michigan
$914K +$13.1K +181 +1%
RWP
343
Ridgeline Wealth Planning
Ohio
$914K +$145K +2,010 +19%
BWG
344
Balanced Wealth Group
Ohio
$911K
Brown Advisory
345
Brown Advisory
Maryland
$893K -$242K -3,357 -22%
Betterment LLC
346
Betterment LLC
New York
$892K +$86.5K +1,198 +11%
SW
347
SteelPeak Wealth
California
$884K -$16K -222 -2%
EFA
348
Evernest Financial Advisors
Indiana
$883K
CGA
349
Crescent Grove Advisors
Illinois
$882K
OIA
350
OneDigital Investment Advisors
Kansas
$877K +$613K +8,499 +245%