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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
Envestnet Portfolio Solutions
476
Envestnet Portfolio Solutions
Illinois
$427K -$519K -6,988 -55%
BFC
477
Bedel Financial Consulting
Indiana
$423K
IFPG
478
Intrepid Financial Planning Group
Indiana
$416K -$8.24K -111 -2%
BFO
479
Biltmore Family Office
North Carolina
$413K
GGS
480
Galvin Gaustad & Stein
Arizona
$405K +$12K +162 +3%
BWA
481
BCU Wealth Advisors
Illinois
$404K +$965 +13 +0.2%
RL
482
Retireful LLC
Michigan
$404K -$963K -12,967 -71%
SP
483
Sequent Planning
Nebraska
$402K -$167K -2,244 -30%
OCM
484
One Capital Management
California
$401K -$67K -902 -14%
CCA
485
Clearwater Capital Advisors
Illinois
$394K
GWP
486
Gateway Wealth Partners
Wisconsin
$391K +$91.4K +1,231 +31%
LIA
487
LBMC Investment Advisors
Tennessee
$391K -$1.86K -25 -0.5%
WF
488
WoodTrust Financial
Wisconsin
$390K
MA
489
Mutual Advisors
Nebraska
$390K -$743 -10 -0.2%
VAS
490
Vestmark Advisory Solutions
Massachusetts
$389K +$223 +3 +0.1%
SI
491
Stephens Inc
Arkansas
$388K +$384K +5,171 New
MT
492
Midwest Trust
Kansas
$386K +$5.57K +75 +1%
FAC
493
Financial Advisory Corporation
Michigan
$383K +$159K +2,140 +72%
LA
494
Latitude Advisors
Florida
$379K +$11K +148 +3%
MFG
495
MidWestOne Financial Group
Iowa
$379K
DAS
496
Diversify Advisory Services
Utah
$375K -$46K -619 -11%
VC
497
Vestor Capital
Illinois
$374K -$144K -1,943 -39%
BOM
498
Bank of Marin
California
$371K -$26.7K -359 -7%
LWM
499
Lakeridge Wealth Management
Ohio
$370K +$297 +4 +0.1%
AUIM
500
Aegon USA Investment Management
Iowa
$369K +$11.9K +160 +3%