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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
CP
576
Creekside Partners
California
$222K
PFG
577
Prosperity Financial Group
California
$221K -$4.16K -56 -2%
FSA
578
Financial Security Advisor
Virginia
$220K +$218K +2,938 New
EL
579
Essex LLC
Illinois
$218K +$223 +3 +0.1%
CPC
580
Cadia Private Client
New Jersey
$218K +$216K +2,904 New
DWT
581
Dorsey & Whitney Trust
South Dakota
$217K
FA
582
Fullerton Advisors
California
$217K +$215K +2,892 New
BC
583
Barnett & Company
Tennessee
$215K -$7.8K -105 -4%
PCM
584
Pennsylvania Capital Management
Pennsylvania
$213K -$99.6K -1,341 -32%
ACM
585
AlphaStar Capital Management
North Carolina
$211K
MWM
586
Modern Wealth Management
Kansas
$210K +$208K +2,798 New
KOC
587
Koss-Olinger Consulting
Florida
$207K -$55.7K -750 -21%
KFGK
588
Keystone Financial Group (Kentucky)
Kentucky
$206K +$204K +2,745 New
BAM
589
Belpointe Asset Management
Nevada
$206K -$186K -2,498 -48%
KCM
590
KM Capital Management
Texas
$203K -$115K -1,554 -36%
CFS
591
CGC Financial Services
Oregon
$203K +$4.31K +58 +2%
HT
592
Headlands Technologies
Illinois
$202K +$199K +2,686 New
FCM
593
Fortis Capital Management
Washington
$201K +$199K +2,682 New
RWM
594
Ritholtz Wealth Management
New York
$201K +$199K +2,681 New
UB
595
UMB Bank
Missouri
$198K
CT
596
Colonial Trust
South Carolina
$188K
RFP
597
Root Financial Partners
California
$173K
DF
598
Dunhill Financial
United Kingdom
$170K +$130K +1,755 +345%
Franklin Resources
599
Franklin Resources
California
$156K
CIAS
600
Capital Investment Advisory Services
North Carolina
$153K +$59.8K +805 +66%