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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
CW
351
CreativeOne Wealth
Kansas
$1.07M +$12.2K +164 +1%
BCM
352
Brookstone Capital Management
Illinois
$1.05M +$42.8K +576 +4%
IC
353
IEQ Capital
California
$1.05M +$82.6K +1,112 +9%
TCWM
354
Total Clarity Wealth Management
Illinois
$1.04M -$65.1K -876 -6%
CAG
355
Curtis Advisory Group
California
$1.03M +$483K +6,500 +91%
FAL
356
Focused Alpha LLC
Colorado
$1.02M +$1.01M +13,626 New
SA
357
Sovran Advisors
California
$1.02M +$200K +2,693 +26%
WA
358
Win Advisors
Florida
$1.01M +$1M +13,466 New
SWM
359
Sherman Wealth Management
Maryland
$1M +$993K +13,366 New
KCP
360
Kera Capital Partners
California
$998K
AAS
361
Ameritas Advisory Services
Nebraska
$993K -$338K -4,557 -26%
KIM
362
Kane Investment Management
California
$987K -$339K -4,568 -26%
HFW
363
Horizon Family Wealth
Illinois
$986K +$143K +1,928 +17%
AMCA
364
Arthur M. Cohen & Associates
Illinois
$982K
AAMA
365
Advanced Asset Management Advisors
Ohio
$982K +$682K +9,178 +235%
OAS
366
Optivise Advisory Services
Tennessee
$962K +$227K +3,060 +31%
EFA
367
Evernest Financial Advisors
Indiana
$961K
KWA
368
Kingswood Wealth Advisors
California
$961K -$14.9K -200 -2%
PWM
369
Perigon Wealth Management
California
$956K -$31.4K -423 -3%
RFN
370
Redwood Financial Network
Ohio
$951K -$179K -2,412 -16%
OC
371
Oppenheimer & Co
New York
$944K -$17.2K -232 -2%
BWG
372
Balanced Wealth Group
Ohio
$937K +$446 +6 +0%
RPCA
373
Running Point Capital Advisors
California
$930K -$30.2K -406 -3%
CGA
374
Crescent Grove Advisors
Illinois
$903K
OIA
375
OneDigital Investment Advisors
Kansas
$898K +$223 +3 +0%