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Invesco S&P 500 Quality ETF

676 hedge funds and large institutions have $9.97B invested in Invesco S&P 500 Quality ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 279 increasing their positions, 199 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 47

40% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 199

14% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $1.06M

6% more capital invested

Capital invested by funds: $9.36B → $9.97B (+$609M)

1% more funds holding

Funds holding: 669676 (+7)

0.58% less ownership

Funds ownership: 66.56%65.98% (-0.58%)

13% less funds holding in top 10

Funds holding in top 10: 5447 (-7)

Holders
676
Holders Change
+7
Holders Change %
+1.05%
% of All Funds
8.87%
Holding in Top 10
47
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.96%
% of All Funds
0.62%
New
67
Increased
279
Reduced
199
Closed
47
Calls
$1.22M
Puts
$1.06M
Net Calls
+$154K
Net Calls Change
+$624K
Name Holding Trade Value Shares
Change
Change in
Stake
IFPG
451
Intrepid Financial Planning Group
Indiana
$415K -$16.6K -230 -4%
BFC
452
Bedel Financial Consulting
Indiana
$413K
GM
453
GeoWealth Management
Illinois
$408K +$356K +4,931 +768%
JSW
454
Journey Strategic Wealth
New Jersey
$408K -$42.9K -595 -10%
BFO
455
Biltmore Family Office
North Carolina
$403K
DAS
456
Diversify Advisory Services
Utah
$402K +$394K +5,453 New
BST
457
Bath Savings Trust
Maine
$400K +$394K +5,462 New
SAI
458
Savvy Advisors Inc
New York
$399K -$25.6K -354 -6%
BWA
459
BCU Wealth Advisors
Illinois
$394K +$938 +13 +0.2%
BOM
460
Bank of Marin
California
$389K -$35.1K -487 -8%
MA
461
Mutual Advisors
Nebraska
$388K +$128K +1,778 +52%
ACA
462
Aspire Capital Advisors
Washington
$386K -$285K -3,952 -43%
CCA
463
Clearwater Capital Advisors
Illinois
$385K
BAM
464
Belpointe Asset Management
Nevada
$384K -$11K -153 -3%
GGS
465
Galvin Gaustad & Stein
Arizona
$384K +$289 +4 +0.1%
LIA
466
LBMC Investment Advisors
Tennessee
$383K
WF
467
WoodTrust Financial
Wisconsin
$381K
VAS
468
Vestmark Advisory Solutions
Massachusetts
$379K +$374K +5,176 New
MPWT
469
MassMutual Private Wealth & Trust
Connecticut
$377K -$23.2K -321 -6%
MGW
470
MB Generational Wealth
Washington
$375K +$370K +5,121 New
KPWM
471
KDK Private Wealth Management
Texas
$373K +$367K +5,091 New
MT
472
Midwest Trust
Kansas
$372K
MFG
473
MidWestOne Financial Group
Iowa
$370K
VC
474
Vestor Capital
Illinois
$366K +$210K +2,909 +140%
LWM
475
Lakeridge Wealth Management
Ohio
$361K -$6.86K -95 -2%