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Invesco S&P 500 Quality ETF

662 hedge funds and large institutions have $9.35B invested in Invesco S&P 500 Quality ETF in 2025 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 265 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2% more funds holding in top 10

Funds holding in top 10: 5354 (+1)

0.81% more ownership

Funds ownership: 65.61%66.43% (+0.81%)

49% less call options, than puts

Call options by funds: $485K | Put options by funds: $955K

Holders
662
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
54
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$485K
Puts
$955K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$82.8M
AssetMark Inc
27
AssetMark Inc
California
$82.6M
ABWM
28
Alpine Bank Wealth Management
Colorado
$57.2M
EK
29
Evensky & Katz
Florida
$55M
Stifel Financial
30
Stifel Financial
Missouri
$54.3M
PCMC
31
Paragon Capital Management (Colorado)
Colorado
$53.6M
MML Investors Services
32
MML Investors Services
Massachusetts
$45.6M
Two Sigma Investments
33
Two Sigma Investments
New York
$45.4M
FIC
34
Family Investment Center
Missouri
$43.7M
DCM
35
Davidson Capital Management
Texas
$43.5M
DFG
36
Demars Financial Group
Washington
$40.8M
FIBT
37
First International Bank & Trust
North Dakota
$40.6M
MIA
38
Milestone Investment Advisors
Wisconsin
$38M
SWP
39
Stratos Wealth Partners
Ohio
$37.9M
SFG
40
Sterling Financial Group
California
$37.2M
WMR
41
Wealth Management Resources
Rhode Island
$36.9M
CPA
42
Capital Planning Advisors
California
$36.1M
USB
43
Union Savings Bank
Connecticut
$33.5M
Corient Private Wealth
44
Corient Private Wealth
Florida
$33.1M
PIA
45
Perennial Investment Advisors
California
$32M
SWGC
46
Summit Wealth Group (Colorado)
Colorado
$31.6M
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$31.4M
SWM
48
Schwallier Wealth Management
Michigan
$30.8M
OWM
49
Orgel Wealth Management
Wisconsin
$30.6M
AAS
50
Avantax Advisory Services
Texas
$30.4M