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Invesco S&P 500 Quality ETF
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Overview Fund Activity

613 hedge funds and large institutions have $7.74B invested in Invesco S&P 500 Quality ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 272 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+15
Holders Change %
+2.51%
% of All Funds
8.33%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
0.72%
New
75
Increased
272
Reduced
157
Closed
46
Calls
$312K
Puts
$212K
Net Calls
+$100K
Net Calls Change
-$255K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$365M
2
LPL Financial
2
LPL Financial
California
$666M
3
Morgan Stanley
3
Morgan Stanley
New York
$426M
4
Raymond James Financial
4
Raymond James Financial
Florida
$159M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$172M

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$93.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$86.7M
3
IAA
3
Independent Advisor Alliance
North Carolina
$0
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$507M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$93.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$21.8M +$629K +9,480 +3%
PIA
52
Perennial Investment Advisors
California
$21.5M +$12.1M +182,038 +128%
ECM
53
Evergreen Capital Management
Washington
$21.2M +$1.03M +15,531 +5%
Truist Financial
54
Truist Financial
North Carolina
$20.1M +$889K +13,399 +5%
AA
55
ACT Advisors
North Carolina
$20.1M -$427K -6,441 -2%
CFD
56
Creative Financial Designs
Indiana
$20M +$3.42M +51,621 +21%
KW
57
KWB Wealth
California
$19.5M +$2.56M +38,132 +15%
JFG
58
Jefferies Financial Group
New York
$18.1M +$1.26M +19,030 +7%
TA
59
TruWealth Advisors
Louisiana
$17.3M +$166K +2,504 +1%
RFA
60
Rollins Financial Advisors
New York
$16.8M +$1.09M +16,500 +7%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$16.7M +$1.37M +20,710 +9%
Two Sigma Investments
62
Two Sigma Investments
New York
$16.7M -$10.9M -164,600 -40%
SC
63
Sykon Capital
New York
$16.6M +$16.6M +250,942 New
CAM
64
Cresset Asset Management
Illinois
$16.2M +$1.74M +26,277 +12%
CAM
65
Cozad Asset Management
Illinois
$16.2M +$574K +8,651 +4%
SCA
66
Snowden Capital Advisors
New York
$16.2M +$3.78M +56,945 +30%
T
67
Tidemark
California
$15.7M +$2.75M +41,380 +21%
GLLW
68
Graves Light Lenhart Wealth
Virginia
$15.7M +$291K +4,384 +2%
GM
69
GeoWealth Management
Illinois
$15.7M +$11.7M +175,818 +287%
TFGT
70
TS Financial Group (TSFG)
Illinois
$15.4M +$1.49M +22,441 +11%
FIA
71
Foundations Investment Advisors
Arizona
$15.3M +$13.8M +208,160 +927%
Lido Advisors
72
Lido Advisors
California
$14.7M +$157K +2,372 +1%
VWM
73
Vigilare Wealth Management
Arizona
$14.7M +$1.44M +21,765 +11%
SVWAG
74
Sound View Wealth Advisors Group
Georgia
$14.4M +$249K +3,753 +2%
FFN
75
Focus Financial Network
Minnesota
$14.4M +$264K +3,979 +2%
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