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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
MML Investors Services
26
MML Investors Services
Massachusetts
$67.8M -$18.5M -248,941 -22%
Stifel Financial
27
Stifel Financial
Missouri
$65M +$3.12M +41,990 +5%
AMPWP
28
Alvarez & Marsal Private Wealth Partners
Florida
$58.1M +$57.5M +774,337 New
EK
29
Evensky & Katz
Florida
$58M +$187K +2,518 +0.3%
CIA
30
Compass Ion Advisors
Pennsylvania
$55.6M +$1.69M +22,753 +3%
PCMC
31
Paragon Capital Management (Colorado)
Colorado
$55M -$467K -6,290 -0.9%
PIA
32
Perennial Investment Advisors
California
$53M -$300K -4,043 -0.6%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$49.4M +$39.8M +535,929 +440%
SWP
34
Stratos Wealth Partners
Ohio
$48.1M +$1.45M +19,536 +3%
DFG
35
Demars Financial Group
Washington
$48M +$2.1M +28,275 +5%
DCM
36
Davidson Capital Management
Texas
$47.6M +$402K +5,411 +0.9%
FIC
37
Family Investment Center
Missouri
$46.8M +$99.7K +1,342 +0.2%
Two Sigma Investments
38
Two Sigma Investments
New York
$44M +$13.3M +178,600 +44%
SFA
39
Sequoia Financial Advisors
Ohio
$42.2M +$39.9M +537,812 +2,247%
ABWM
40
Alpine Bank Wealth Management
Colorado
$41.7M +$542K +7,296 +1%
JP Morgan Chase
41
JP Morgan Chase
New York
$40.3M +$8.73M +117,604 +28%
MIA
42
Milestone Investment Advisors
Wisconsin
$39.5M -$163K -2,194 -0.4%
USB
43
Union Savings Bank
Connecticut
$36.2M +$35.8M +482,047 New
CPA
44
Capital Planning Advisors
California
$34M -$1.72M -23,128 -5%
SWA
45
Sax Wealth Advisors
New Jersey
$33.7M +$5.67M +76,373 +20%
WETS
46
Wealth Enhancement Trust Services
South Dakota
$33.4M +$33.1M +445,438 New
WMR
47
Wealth Management Resources
Rhode Island
$32.9M -$6.64M -89,464 -17%
Truist Financial
48
Truist Financial
North Carolina
$31M -$124K -1,666 -0.4%
OWM
49
Orgel Wealth Management
Wisconsin
$30.2M -$1.72M -23,181 -5%
SWM
50
Schwallier Wealth Management
Michigan
$29.7M -$1.83M -24,587 -6%