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Invesco S&P 500 Quality ETF

709 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 91 funds opening new positions, 263 increasing their positions, 227 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.52M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IC
351
IEQ Capital
California
$1.05M
TCWM
352
Total Clarity Wealth Management
Illinois
$1.04M
CAG
353
Curtis Advisory Group
California
$1.03M
FAL
354
Focused Alpha LLC
Colorado
$1.02M
SA
355
Sovran Advisors
California
$1.02M
WA
356
Win Advisors
Florida
$1.01M
SWM
357
Sherman Wealth Management
Maryland
$1M
KCP
358
Kera Capital Partners
California
$998K
AAS
359
Ameritas Advisory Services
Nebraska
$993K
KIM
360
Kane Investment Management
California
$987K
HFW
361
Horizon Family Wealth
Illinois
$986K
AMCA
362
Arthur M. Cohen & Associates
Illinois
$982K
AAMA
363
Advanced Asset Management Advisors
Ohio
$982K
OAS
364
Optivise Advisory Services
Tennessee
$962K
EFA
365
Evernest Financial Advisors
Indiana
$961K
KWA
366
Kingswood Wealth Advisors
California
$961K
PWM
367
Perigon Wealth Management
California
$956K
RFN
368
Redwood Financial Network
Ohio
$951K
OC
369
Oppenheimer & Co
New York
$944K
BWG
370
Balanced Wealth Group
Ohio
$937K
RPCA
371
Running Point Capital Advisors
California
$930K
CGA
372
Crescent Grove Advisors
Illinois
$903K
OIA
373
OneDigital Investment Advisors
Kansas
$898K
Bank of Montreal
374
Bank of Montreal
Ontario, Canada
$895K
CWM
375
CarsonAllaria Wealth Management
Illinois
$895K