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Invesco S&P 500 Quality ETF

692 hedge funds and large institutions have $9.96B invested in Invesco S&P 500 Quality ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 263 increasing their positions, 225 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
692
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
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
$49.6M
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
CPA
43
Capital Planning Advisors
California
$34M
SWA
44
Sax Wealth Advisors
New Jersey
$33.7M
WETS
45
Wealth Enhancement Trust Services
South Dakota
$33.4M
WMR
46
Wealth Management Resources
Rhode Island
$32.9M
Truist Financial
47
Truist Financial
North Carolina
$31M
OWM
48
Orgel Wealth Management
Wisconsin
$30.2M
SWM
49
Schwallier Wealth Management
Michigan
$29.7M
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$28.5M