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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
RDFA
651
Ritter Daniher Financial Advisory
Ohio
$30K
SEP
652
Signature Equity Partners
Ohio
$29.6K +$29.3K +394 New
BWM
653
Bernard Wealth Management
Michigan
$29.2K
IIM
654
IFC & Insurance Marketing
California
$29K +$29.2K +393 New
FDW
655
Fourth Dimension Wealth
Ohio
$28.2K -$1.56K -21 -5%
POIA
656
Pin Oak Investment Advisors
Texas
$28K
GWSG
657
GPS Wealth Strategies Group
Colorado
$27.3K -$5.6M -75,458 -100%
MIM
658
MTM Investment Management
South Carolina
$26.3K +$26K +350 New
SIS
659
Sound Income Strategies
Florida
$21.4K
BNP Paribas Financial Markets
660
BNP Paribas Financial Markets
France
$21.4K -$4.38K -59 -17%
PCFFS
661
Pacific Center for Financial Services
California
$20.7K
RA
662
Ransom Advisory
Rhode Island
$20K +$19.8K +266 New
PWPS
663
Pinnacle Wealth Planning Services
Ohio
$19.5K +$19.3K +260 New
HCM
664
Hollencrest Capital Management
California
$19K +$74 +1 +0.4%
CTC
665
Central Trust Company
Missouri
$17K
PCA
666
Providence Capital Advisors
North Carolina
$16.5K
KG
667
Kilter Group
New York
$14.8K
TFA
668
Transamerica Financial Advisors
Florida
$14.4K -$45.7K -616 -76%
MFT
669
Moisand Fitzgerald Tamayo
Florida
$14.1K
GWSA
670
Global Wealth Strategies & Associates
Colorado
$13.8K +$74 +1 +0.5%
WWM
671
Wolff Wiese Magana
California
$13.4K
CH
672
CDKV Holdings
Colorado
$13.4K +$13.2K +178 New
ICM
673
Islay Capital Management
Texas
$13.1K +$13K +175 New
Russell Investments Group
674
Russell Investments Group
United Kingdom
$12.4K -$8.99K -121 -42%
CICI
675
Capital Investment Counsel Inc
North Carolina
$12.4K +$12.3K +165 New