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Invesco S&P 500 Quality ETF

702 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 88 funds opening new positions, 262 increasing their positions, 226 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.52M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$67.8M
Stifel Financial
27
Stifel Financial
Missouri
$65M
AMPWP
28
Alvarez & Marsal Private Wealth Partners
Florida
$58.1M
EK
29
Evensky & Katz
Florida
$58M
CIA
30
Compass Ion Advisors
Pennsylvania
$55.6M
PCMC
31
Paragon Capital Management (Colorado)
Colorado
$55M
PIA
32
Perennial Investment Advisors
California
$53M
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$49.4M
SWP
34
Stratos Wealth Partners
Ohio
$48.1M
DFG
35
Demars Financial Group
Washington
$48M
DCM
36
Davidson Capital Management
Texas
$47.6M
FIC
37
Family Investment Center
Missouri
$46.8M
Two Sigma Investments
38
Two Sigma Investments
New York
$44M
SFA
39
Sequoia Financial Advisors
Ohio
$42.2M
ABWM
40
Alpine Bank Wealth Management
Colorado
$41.7M
JP Morgan Chase
41
JP Morgan Chase
New York
$40.3M
MIA
42
Milestone Investment Advisors
Wisconsin
$39.5M
USB
43
Union Savings Bank
Connecticut
$36.2M
CPA
44
Capital Planning Advisors
California
$34M
SWA
45
Sax Wealth Advisors
New Jersey
$33.7M
WETS
46
Wealth Enhancement Trust Services
South Dakota
$33.4M
WMR
47
Wealth Management Resources
Rhode Island
$32.9M
Truist Financial
48
Truist Financial
North Carolina
$31M
OWM
49
Orgel Wealth Management
Wisconsin
$30.2M
SWM
50
Schwallier Wealth Management
Michigan
$29.7M