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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
MWM
601
Maripau Wealth Management
Indiana
$212K +$219K +2,814 New
SHIM
602
Stone House Investment Management
Pennsylvania
$211K +$92.8K +1,194 +74%
KFGK
603
Keystone Financial Group (Kentucky)
Kentucky
$205K -$1.17K -15 -0.5%
Calamos Advisors
604
Calamos Advisors
Illinois
$203K +$210K +2,706 New
CWM
605
Calamos Wealth Management
Illinois
$203K +$210K +2,706 New
SCA
606
Strathmore Capital Advisors
North Carolina
$203K +$196K +2,517 New
MMA
607
Miracle Mile Advisors
California
$202K -$31.7K -408 -13%
RWM
608
Ritholtz Wealth Management
New York
$202K
NL
609
NVWM LLC
Pennsylvania
$201K -$62.3K -801 -23%
UB
610
UMB Bank
Missouri
$199K
CFS
611
CGC Financial Services
Oregon
$196K -$7.46K -96 -4%
KCM
612
KM Capital Management
Texas
$191K -$29.9K -385 -14%
SWP
613
SIMA Wealth Partners
Virginia
$185K -$42K -540 -18%
CT
614
Colonial Trust
South Carolina
$182K
RFP
615
Root Financial Partners
California
$173K
DF
616
Dunhill Financial
United Kingdom
$170K
PP
617
Prudential plc
United Kingdom
$164K +$170K +2,180 New
SVWA
618
Sarver Vrooman Wealth Advisors
Missouri
$160K +$12.2K +157 +8%
Franklin Resources
619
Franklin Resources
California
$157K
SC
620
Solstein Capital
California
$151K
BFPW
621
BOK Financial Private Wealth
Colorado
$131K
RF
622
Rossby Financial
Florida
$128K +$131K +1,691 New
ATPW
623
Ashton Thomas Private Wealth
Arizona
$125K +$129K +1,661 New
DFA
624
DHJJ Financial Advisors
Illinois
$124K +$78 +1 +0.1%
QCG
625
Quadrant Capital Group
Ohio
$119K