We are live on ! Find out more
SPHQ icon

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
CFG
326
Citizens Financial Group
Rhode Island
$1.31M -$818K -11,018 -39%
SWA
327
Stratos Wealth Advisors
Ohio
$1.26M +$50.2K +676 +4%
AF
328
Apollon Financial
South Carolina
$1.25M -$65.9K -887 -5%
TAP
329
TSG Advice Partners
Ohio
$1.25M +$1.24M +16,634 New
SWM
330
Sagace Wealth Management
Florida
$1.24M -$25.8K -347 -2%
TCM
331
Tandem Capital Management
New Jersey
$1.23M +$59.4K +800 +5%
KFI
332
Key Financial Inc
Pennsylvania
$1.23M +$155K +2,081 +15%
CIBC Private Wealth Group
333
CIBC Private Wealth Group
Georgia
$1.22M +$47.5K +639 +4%
OL
334
Owen LaRue
Kentucky
$1.18M -$294K -3,954 -20%
SCM
335
Stonehearth Capital Management
Massachusetts
$1.17M -$4.46K -60 -0.4%
GWM
336
Geneos Wealth Management
Colorado
$1.16M -$14.9K -200 -1%
IWC
337
Integrated Wealth Concepts
Massachusetts
$1.15M -$501K -6,740 -31%
FWWM
338
Fiscal Wisdom Wealth Management
Connecticut
$1.14M +$48K +647 +4%
ACM
339
Advance Capital Management
Michigan
$1.13M -$37.2K -501 -3%
S
340
SignatureFD
Georgia
$1.13M -$49.5K -667 -4%
LA
341
Legacy Advisors
Pennsylvania
$1.13M
SEI Investments
342
SEI Investments
Pennsylvania
$1.12M +$1.11M +14,942 New
BTD
343
BankPlus Trust Department
Mississippi
$1.12M
BST
344
Bath Savings Trust
Maine
$1.12M +$699K +9,414 +172%
SFG
345
Seamount Financial Group
Colorado
$1.1M -$2.82K -38 -0.3%
WT
346
Whittier Trust
California
$1.1M
AFG
347
Atomi Financial Group
New York
$1.09M +$10.2K +138 +1%
FF
348
Foundry Financial
California
$1.09M +$1.08M +14,480 New
HBW
349
Hazlett, Burt & Watson
West Virginia
$1.08M +$305K +4,102 +40%
5W
350
5T Wealth
California
$1.08M -$160K -2,156 -13%