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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
Bank of Montreal
376
Bank of Montreal
Ontario, Canada
$895K +$668 +9 +0.1%
CWM
377
CarsonAllaria Wealth Management
Illinois
$895K
TIM
378
Tortoise Investment Management
New York
$889K +$13.5K +182 +2%
BEI
379
Benjamin Edwards Inc
Missouri
$886K -$3.27K -44 -0.4%
SW
380
SlateStone Wealth
Florida
$874K +$1.49K +20 +0.2%
NCM
381
Next Capital Management
New York
$871K
NL
382
NWAM LLC
Washington
$861K +$50.1K +675 +6%
DWM
383
Diversify Wealth Management
Utah
$861K +$92K +1,239 +13%
Brown Advisory
384
Brown Advisory
Maryland
$854K -$59.3K -799 -7%
WPW
385
Waldron Private Wealth
Pennsylvania
$853K +$844K +11,368 New
SFS
386
Symphony Financial Services
Ohio
$853K +$13.1K +177 +2%
US Bancorp
387
US Bancorp
Minnesota
$848K +$108K +1,455 +15%
CAAS
388
Capital Asset Advisory Services
Michigan
$843K -$115K -1,552 -12%
SS
389
Sunbelt Securities
Texas
$836K -$144K -1,934 -15%
KIA
390
Kraematon Investment Advisors
Massachusetts
$833K +$17.7K +239 +2%
AAP
391
Arax Advisory Partners
Colorado
$833K +$824K +11,094 New
FG
392
Foster Group
Iowa
$832K -$2.97K -40 -0.4%
IFG
393
Independent Financial Group
California
$826K +$389K +5,237 +91%
TPA
394
Trivium Point Advisory
Connecticut
$826K
OSAM
395
O'Shaughnessy Asset Management
Connecticut
$825K +$19K +256 +2%
AWM
396
AE Wealth Management
Kansas
$820K +$94.2K +1,269 +13%
DFG
397
Dupree Financial Group
Kentucky
$820K -$34.6K -466 -4%
AWM
398
Axxcess Wealth Management
California
$819K -$115K -1,552 -12%
GFA
399
Gallagher Fiduciary Advisors
Illinois
$804K +$246K +3,310 +45%
HAS
400
HBW Advisory Services
California
$804K -$36.4K -490 -4%