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Invesco S&P 500 Quality ETF

744 hedge funds and large institutions have $10.6B invested in Invesco S&P 500 Quality ETF in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 295 increasing their positions, 224 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 33

32% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 224

12% more funds holding in top 10

Funds holding in top 10: 6067 (+7)

5% more capital invested

Capital invested by funds: $10B → $10.6B (+$544M)

4% more funds holding

Funds holding: 712744 (+32)

1.67% more ownership

Funds ownership: 66.09%67.76% (+1.7%)

Holders
744
Holders Change
+32
Holders Change %
+4.49%
% of All Funds
9.16%
Holding in Top 10
67
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.67%
% of All Funds
0.83%
New
79
Increased
295
Reduced
224
Closed
33
Calls
$699K
Puts
Net Calls
+$699K
Net Calls Change
-$817K
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
26
Independent Advisor Alliance
North Carolina
$79.6M +$82.3M +1,059,017 New
IAA
27
Independence Asset Advisors
Pennsylvania
$73.9M +$76.4M +982,253 New
AMPWP
28
Alvarez & Marsal Private Wealth Partners
Florida
$71.9M +$14.2M +182,252 +24%
Stifel Financial
29
Stifel Financial
Missouri
$70.3M +$5.32M +68,366 +8%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$67.7M -$5.71M -73,369 -8%
MML Investors Services
31
MML Investors Services
Massachusetts
$61.9M -$6.22M -79,963 -9%
EK
32
Evensky & Katz
Florida
$58.3M +$132K +1,694 +0.2%
TWA
33
Tulsa Wealth Advisors
Oklahoma
$56.6M +$58.5M +752,841 New
CIA
34
Compass Ion Advisors
Pennsylvania
$56.1M +$349K +4,493 +0.6%
PCMC
35
Paragon Capital Management (Colorado)
Colorado
$54.1M -$1.03M -13,249 -2%
PIA
36
Perennial Investment Advisors
California
$52.3M -$828K -10,644 -2%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$49.9M +$422K +5,421 +0.8%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$47.5M +$49.1M +631,718 +221,655%
DFG
39
Demars Financial Group
Washington
$46.9M -$1.24M -15,927 -2%
Mariner
40
Mariner
Kansas
$44.7M +$20.1M +258,462 +77%
JP Morgan Chase
41
JP Morgan Chase
New York
$43.9M +$4.78M +61,515 +11%
SFA
42
Sequoia Financial Advisors
Ohio
$41.3M -$997K -12,828 -2%
ABWM
43
Alpine Bank Wealth Management
Colorado
$40.3M -$1.52M -19,547 -4%
MIA
44
Milestone Investment Advisors
Wisconsin
$39.7M +$171K +2,201 +0.4%
FIC
45
Family Investment Center
Missouri
$39.2M -$8.02M -103,092 -17%
USB
46
Union Savings Bank
Connecticut
$36.7M +$476K +6,117 +1%
KAS
47
Kestra Advisory Services
Texas
$34.2M +$27.7M +356,849 +363%
SWP
48
Stratos Wealth Partners
Ohio
$34.2M -$14.5M -186,512 -29%
SWA
49
Sax Wealth Advisors
New Jersey
$33.5M -$192K -2,463 -0.5%
WMR
50
Wealth Management Resources
Rhode Island
$33M -$31.3K -403 -0.1%