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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
EF
426
Empowered Funds
Pennsylvania
$640K +$633K +8,525 New
OW
427
Olistico Wealth
Oklahoma
$635K
PA
428
Pinnacle Associates
New York
$630K +$5.64K +76 +0.9%
WCM
429
WealthBridge Capital Management
Ohio
$626K
EWA
430
EP Wealth Advisors
California
$617K +$610K +8,217 New
ACA
431
Aptus Capital Advisors
Alabama
$612K +$157K +2,111 +35%
CA
432
Clearstead Advisors
Ohio
$610K -$26.4K -355 -4%
RAM
433
Riggs Asset Management
Pennsylvania
$604K -$18.6K -250 -3%
FPAS
434
Focus Partners Advisor Solutions
Missouri
$594K -$162K -2,188 -22%
KPWM
435
KDK Private Wealth Management
Texas
$587K +$203K +2,730 +54%
BMCM
436
Bryn Mawr Capital Management
Pennsylvania
$586K
GS
437
GTS Securities
New York
$585K -$5.56M -74,834 -91%
FFA
438
First Foundation Advisors
California
$585K
PFA
439
Plotkin Financial Advisors
Maryland
$583K -$668 -9 -0.1%
BCA
440
Bay Colony Advisors
Massachusetts
$575K +$32.2K +434 +6%
SWM
441
Spire Wealth Management
Virginia
$572K +$32.2K +433 +6%
HI
442
Hyundai Investments
South Korea
$571K +$560K +7,545 New
Betterment LLC
443
Betterment LLC
New York
$570K -$340K -4,575 -38%
SAM
444
Secure Asset Management
Michigan
$570K +$57K +767 +11%
OFO
445
OneAscent Family Office
Alabama
$562K +$62.2K +838 +13%
RFW
446
Redwood Family Wealth
Texas
$556K +$551K +7,413 New
MWM
447
Mission Wealth Management
California
$538K +$39.7K +534 +8%
PCH
448
PGIM Custom Harvest
New Jersey
$537K -$2.97K -40 -0.6%
TWM
449
TCFG Wealth Management
California
$529K -$12.3K -166 -2%
OP
450
ORG Partners
Indiana
$529K