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Invesco S&P 500 Quality ETF

744 hedge funds and large institutions have $10.6B invested in Invesco S&P 500 Quality ETF in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 295 increasing their positions, 224 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 33

32% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 224

12% more funds holding in top 10

Funds holding in top 10: 6067 (+7)

5% more capital invested

Capital invested by funds: $10B → $10.6B (+$544M)

4% more funds holding

Funds holding: 712744 (+32)

1.67% more ownership

Funds ownership: 66.09%67.76% (+1.7%)

Holders
744
Holders Change
+32
Holders Change %
+4.49%
% of All Funds
9.16%
Holding in Top 10
67
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.67%
% of All Funds
0.83%
New
79
Increased
295
Reduced
224
Closed
33
Calls
$699K
Puts
Net Calls
+$699K
Net Calls Change
-$817K
Name Holding Trade Value Shares
Change
Change in
Stake
SW
401
SlateStone Wealth
Florida
$876K
WPW
402
Waldron Private Wealth
Pennsylvania
$855K
SFS
403
Symphony Financial Services
Ohio
$849K -$5.6K -72 -0.6%
Brown Advisory
404
Brown Advisory
Maryland
$843K -$13K -167 -1%
NL
405
NWAM LLC
Washington
$838K
IFG
406
Independent Financial Group
California
$837K +$9.56K +123 +1%
KIA
407
Kraematon Investment Advisors
Massachusetts
$836K +$855 +11 +0.1%
FG
408
Foster Group
Iowa
$829K -$4.9K -63 -0.6%
TPA
409
Trivium Point Advisory
Connecticut
$827K
5NPW
410
55 North Private Wealth
Florida
$821K +$849K +10,919 New
EWA
411
EverSource Wealth Advisors
Alabama
$819K +$329K +4,227 +63%
CAAS
412
Capital Asset Advisory Services
Michigan
$801K -$74.4K -957 -9%
DFG
413
Dupree Financial Group
Kentucky
$792K -$30.5K -392 -4%
PA
414
Pinnacle Associates
New York
$790K +$164K +2,113 +25%
AAP
415
Arax Advisory Partners
Colorado
$784K -$51.6K -663 -6%
GT
416
Glenview Trust
Kentucky
$771K
WA
417
Waverly Advisors
Alabama
$765K -$30.1K -387 -4%
SI
418
Stephens Inc
Arkansas
$759K +$383K +4,925 +95%
SCM
419
Steele Capital Management
Iowa
$757K
BBWP
420
Beacon Bridge Wealth Partners
Pennsylvania
$748K +$32.6K +419 +4%
RWP
421
Ridgeline Wealth Planning
Ohio
$733K +$6.84K +88 +0.9%
BPAMU
422
BTG Pactual Asset Management US
New York
$730K +$755K +9,705 New
GEA
423
Glen Eagle Advisors
New Jersey
$724K
NCM
424
Next Capital Management
New York
$716K -$162K -2,080 -18%
LCM
425
Lunt Capital Management
Utah
$715K