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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
BWM
401
BCGM Wealth Management
Indiana
$801K
WA
402
Waverly Advisors
Alabama
$792K +$347K +4,670 +79%
FIA
403
Foundations Investment Advisors
Arizona
$789K +$47.6K +641 +6%
RIA
404
Regal Investment Advisors
Michigan
$788K +$48.6K +655 +7%
HWM
405
HB Wealth Management
Georgia
$780K -$15.9K -214 -2%
TWG
406
The Wealth Group
Minnesota
$776K -$5.05K -68 -0.7%
GT
407
Glenview Trust
Kentucky
$770K
TWM
408
Trinity Wealth Management
Pennsylvania
$767K +$37.3K +502 +5%
MS
409
Madden Securities
Texas
$766K -$6.24K -84 -0.8%
SCM
410
Steele Capital Management
Iowa
$756K
YIH
411
Y-Intercept (HK)
Hong Kong
$732K -$143K -1,925 -16%
RWP
412
Ridgeline Wealth Planning
Ohio
$725K -$209K -2,812 -23%
GEA
413
Glen Eagle Advisors
New Jersey
$723K -$447K -6,025 -38%
BBWP
414
Beacon Bridge Wealth Partners
Pennsylvania
$715K -$61.6K -830 -8%
LCM
415
Lunt Capital Management
Utah
$714K -$21.9K -295 -3%
PA
416
PFG Advisors
Arizona
$709K -$9.28K -125 -1%
VCA
417
Verdence Capital Advisors
Maryland
$695K -$1.63K -22 -0.2%
RFA
418
Reyes Financial Architecture
California
$687K
AWA
419
Alta Wealth Advisors
Massachusetts
$671K +$743 +10 +0.1%
AWE
420
Avidian Wealth Enterprises
Texas
$670K -$1.63K -22 -0.2%
SIA
421
Strategic Investment Advisors
Michigan
$669K +$624K +8,408 +1,665%
FWA
422
Flagship Wealth Advisors
Massachusetts
$668K
SW
423
SteelPeak Wealth
California
$656K -$246K -3,313 -27%
SC
424
Savant Capital
Illinois
$644K +$118K +1,594 +23%
HAP
425
Harbor Asset Planning
Massachusetts
$642K +$891 +12 +0.1%