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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
RTL
626
Red Tortoise LLC
Georgia
$62K -$520 -7 -0.8%
GTAM
627
Global Trust Asset Management
Florida
$58.2K -$109K -1,469 -65%
SL
628
Salomon & Ludwin
Virginia
$54.7K
OWP
629
ORG Wealth Partners
Texas
$53.9K
FHC
630
First Horizon Corporation
Tennessee
$52.2K +$29K +390 +128%
CA
631
Crewe Advisors
Utah
$47.1K -$6.68K -90 -13%
HR
632
Howe & Rusling
New York
$45.9K
LIA
633
Luken Investment Analytics
Tennessee
$45K
CFFP
634
Center for Financial Planning
Michigan
$44.8K
RFG
635
REAP Financial Group
Texas
$39.7K +$149 +2 +0.4%
GSWM
636
Golden State Wealth Management
California
$39.6K
1L
637
10Elms LLP
Oklahoma
$38.7K
BWL
638
Bogart Wealth LLC
Virginia
$38.6K -$3.71K -50 -9%
GWS
639
Glassman Wealth Services
Virginia
$38.3K
BFS
640
Burkett Financial Services
South Carolina
$37.5K
TC
641
Truvestments Capital
Florida
$37.5K
MEG
642
Millstone Evans Group
Colorado
$37.3K
HWP
643
Highline Wealth Partners
California
$37K
AA
644
Ancora Advisors
Ohio
$35.4K +$74 +1 +0.2%
FCT
645
Family Capital Trust
Massachusetts
$35.2K +$5.5K +74 +19%
Kayne Anderson Rudnick Investment Management
646
Kayne Anderson Rudnick Investment Management
California
$34.7K
LWCFA
647
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33.5K +$31.9K +430 New
SAM
648
Smartleaf Asset Management
Massachusetts
$33.3K -$25.2K -339 -44%
SFC
649
SYM Financial Corp
Indiana
$33.2K
FDCDDQ
650
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.3K