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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
CWM
351
CarsonAllaria Wealth Management
Illinois
$874K
Bank of Montreal
352
Bank of Montreal
Ontario, Canada
$873K +$174K +2,409 +25%
BEI
353
Benjamin Edwards Inc
Missouri
$869K +$854K +11,837 New
YIH
354
Y-Intercept (HK)
Hong Kong
$856K +$843K +11,681 New
TIM
355
Tortoise Investment Management
New York
$855K +$120K +1,663 +17%
SW
356
SlateStone Wealth
Florida
$852K -$43.7K -606 -5%
NCM
357
Next Capital Management
New York
$851K -$217K -3,013 -21%
DFG
358
Dupree Financial Group
Kentucky
$835K +$27.8K +385 +3%
HFW
359
Horizon Family Wealth
Illinois
$821K +$2.45K +34 +0.3%
HAS
360
HBW Advisory Services
California
$821K -$28.5K -395 -3%
SFS
361
Symphony Financial Services
Ohio
$820K +$12.8K +177 +2%
CPIG
362
Chicago Partners Investment Group
Illinois
$816K +$43.9K +608 +6%
FG
363
Foster Group
Iowa
$815K -$4.04K -56 -0.5%
TPA
364
Trivium Point Advisory
Connecticut
$806K -$26.4K -366 -3%
QCM
365
Quantinno Capital Management
New York
$800K +$277K +3,843 +54%
KIA
366
Kraematon Investment Advisors
Massachusetts
$796K +$722 +10 +0.1%
OSAM
367
O'Shaughnessy Asset Management
Connecticut
$787K +$111K +1,540 +17%
BWM
368
BCGM Wealth Management
Indiana
$783K -$57.7K -800 -7%
NL
369
NWAM LLC
Washington
$777K -$91.2K -1,264 -11%
HWM
370
HB Wealth Management
Georgia
$777K +$17.3K +240 +2%
SA
371
Sovran Advisors
California
$773K -$54.3K -752 -7%
SL
372
Sentinus LLC
Illinois
$767K +$1.52K +21 +0.2%
SNWA
373
Siligmueller & Norvid Wealth Advisors
Illinois
$766K -$3.1M -42,994 -80%
TWG
374
The Wealth Group
Minnesota
$762K -$110K -1,528 -13%
HBW
375
Hazlett, Burt & Watson
West Virginia
$761K +$21.9K +303 +3%