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Invesco S&P 500 Quality ETF
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Overview Fund Activity

653 hedge funds and large institutions have $9.26B invested in Invesco S&P 500 Quality ETF in 2025 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 262 increasing their positions, 181 reducing their positions, and 47 closing their positions.

Holders
653
Holders Change
+40
Holders Change %
+6.53%
% of All Funds
8.77%
Holding in Top 10
53
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.71%
New
97
Increased
262
Reduced
181
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$659M
2
Raymond James Financial
2
Raymond James Financial
Florida
$276M
3
LPL Financial
3
LPL Financial
California
$810M
4
Wells Fargo
4
Wells Fargo
California
$306M
5
MCM
5
Mainstay Capital Management
Michigan
$95.9M

Top Sellers

1
TC
1
Trilogy Capital
California
$12.2M
2
BI
2
Ballast Inc
Kentucky
$0
3
ABWM
3
Alpine Bank Wealth Management
Colorado
$57.2M
4
KW
4
KWB Wealth
California
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$90.9M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$82.8M 1,162,433 +49,023 +4%
AssetMark Inc
27
AssetMark Inc
California
$82.6M 1,159,039 -71,289 -6%
ABWM
28
Alpine Bank Wealth Management
Colorado
$57.2M 803,063 -300,933 -27%
EK
29
Evensky & Katz
Florida
$55M 771,432 -12,048 -2%
Stifel Financial
30
Stifel Financial
Missouri
$54.3M 762,266 +139,488 +22%
PCMC
31
Paragon Capital Management (Colorado)
Colorado
$53.6M 752,029 -4,880 -0.6%
MML Investors Services
32
MML Investors Services
Massachusetts
$45.6M 639,221 +82,138 +15%
Two Sigma Investments
33
Two Sigma Investments
New York
$45.4M 636,600 +385,400 +153%
FIC
34
Family Investment Center
Missouri
$43.7M 613,851 +12,611 +2%
DCM
35
Davidson Capital Management
Texas
$43.5M 610,919 +4,968 +0.8%
DFG
36
Demars Financial Group
Washington
$40.8M 572,147 +572,147 New
FIBT
37
First International Bank & Trust
North Dakota
$40.6M 569,374 +569,374 New
MIA
38
Milestone Investment Advisors
Wisconsin
$38M 532,920 -12,073 -2%
SWP
39
Stratos Wealth Partners
Ohio
$37.9M 531,359 -174,768 -25%
SFG
40
Sterling Financial Group
California
$37.2M 522,195 +522,195 New
WMR
41
Wealth Management Resources
Rhode Island
$36.9M 518,299 +5,910 +1%
CPA
42
Capital Planning Advisors
California
$36.1M 507,230 -25,920 -5%
USB
43
Union Savings Bank
Connecticut
$33.5M 469,548 +32,381 +7%
Corient Private Wealth
44
Corient Private Wealth
Florida
$33.1M 465,181 -18,923 -4%
PIA
45
Perennial Investment Advisors
California
$32M 449,341 +124,616 +38%
SWGC
46
Summit Wealth Group (Colorado)
Colorado
$31.6M 443,584 +443,584 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$31.4M 441,199 +64,321 +17%
SWM
48
Schwallier Wealth Management
Michigan
$30.8M 432,589 +59,468 +16%
OWM
49
Orgel Wealth Management
Wisconsin
$30.6M 429,791 +13,405 +3%
AAS
50
Avantax Advisory Services
Texas
$30.4M 427,025 +36,749 +9%
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