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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
Pathstone Holdings
501
Pathstone Holdings
New Jersey
$368K
MGIA
502
Moneta Group Investment Advisors
Missouri
$364K +$148K +1,997 +70%
WWM
503
WJ Wealth Management
Arizona
$362K
VFA
504
Valeo Financial Advisors
Indiana
$362K +$297 +4 +0.1%
MPWT
505
MassMutual Private Wealth & Trust
Connecticut
$362K -$24K -323 -6%
CIR
506
Clear Investment Research
Georgia
$361K +$743 +10 +0.2%
AWA
507
ARQ Wealth Advisors
Arizona
$361K
BFG
508
Berger Financial Group
Minnesota
$358K +$354K +4,772 New
WA
509
WESPAC Advisors
California
$354K -$1.31M -17,682 -79%
CF
510
Centaurus Financial
California
$354K +$9.95K +134 +3%
NS
511
NBC Securities
Alabama
$354K +$22.3K +300 +7%
CWWM
512
Curry Webb Wealth Management
Indiana
$353K +$349K +4,706 New
CIS
513
Connors Investor Services
Pennsylvania
$353K +$64.8K +873 +23%
FAT
514
First American Trust
California
$352K -$10.1K -136 -3%
MWA
515
Medallion Wealth Advisors
Connecticut
$346K -$94.7K -1,275 -22%
TIAA Trust, National Association
516
TIAA Trust, National Association
North Carolina
$346K
SYBT
517
Stock Yards Bank & Trust
Kentucky
$337K -$1.3M -17,571 -80%
MGW
518
MB Generational Wealth
Washington
$337K -$47.3K -637 -12%
JSW
519
Journey Strategic Wealth
New Jersey
$333K -$84K -1,131 -20%
OFS
520
Opus Financial Solutions
Illinois
$332K +$329K +4,426 New
LI
521
LVZ Inc
Michigan
$330K +$55K +741 +20%
CRC
522
Curi RMB Capital
Illinois
$328K +$6.91K +93 +2%
SWM
523
SHP Wealth Management
Massachusetts
$326K +$323K +4,348 New
CGL
524
Clarius Group LLC
Washington
$326K +$668 +9 +0.2%
VRM
525
Vectors Research Management
New York
$324K