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Invesco S&P 500 Quality ETF

676 hedge funds and large institutions have $9.97B invested in Invesco S&P 500 Quality ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 279 increasing their positions, 199 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 47

40% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 199

14% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $1.06M

6% more capital invested

Capital invested by funds: $9.36B → $9.97B (+$609M)

1% more funds holding

Funds holding: 669676 (+7)

0.58% less ownership

Funds ownership: 66.56%65.98% (-0.58%)

13% less funds holding in top 10

Funds holding in top 10: 5447 (-7)

Holders
676
Holders Change
+7
Holders Change %
+1.05%
% of All Funds
8.87%
Holding in Top 10
47
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.96%
% of All Funds
0.62%
New
67
Increased
279
Reduced
199
Closed
47
Calls
$1.22M
Puts
$1.06M
Net Calls
+$154K
Net Calls Change
+$624K
Name Holding Trade Value Shares
Change
Change in
Stake
NP
51
NorthRock Partners
Minnesota
$28.3M +$27.8M +385,604 New
SWA
52
Sax Wealth Advisors
New Jersey
$27.3M +$8.05M +111,493 +43%
BI
53
Ballast Inc
Kentucky
$26.6M +$957K +13,260 +4%
ECM
54
Evergreen Capital Management
Washington
$25.6M +$1.28M +17,770 +5%
HighTower Advisors
55
HighTower Advisors
Illinois
$23.5M -$299K -4,142 -1%
PAG
56
Private Advisor Group
New Jersey
$22.8M +$574K +7,947 +3%
SPIA
57
Steward Partners Investment Advisory
New York
$20.9M +$1.76M +24,389 +9%
GRP
58
Global Retirement Partners
California
$20.7M +$3.89M +53,958 +24%
SGWM
59
Sterling Group Wealth Management
California
$19.9M -$438K -6,069 -2%
SCA
60
Snowden Capital Advisors
New York
$19.5M +$1.22M +16,957 +7%
JFG
61
Jefferies Financial Group
New York
$19.4M -$1.3M -18,077 -6%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$19.4M +$4.06M +56,305 +27%
RFA
63
Rollins Financial Advisors
New York
$18.9M -$297K -4,109 -2%
TA
64
TruWealth Advisors
Louisiana
$18.9M -$116K -1,601 -0.6%
CAM
65
Cresset Asset Management
Illinois
$18.9M +$918K +12,712 +5%
CAM
66
Cozad Asset Management
Illinois
$18.6M +$152K +2,100 +0.8%
William Blair & Company
67
William Blair & Company
Illinois
$17.7M +$1.36M +18,845 +8%
CFD
68
Creative Financial Designs
Indiana
$17.6M +$708K +9,807 +4%
FFN
69
Focus Financial Network
Minnesota
$17.2M -$505 -7 -0%
GLLW
70
Graves Light Lenhart Wealth
Virginia
$17M +$216K +2,988 +1%
BMCM
71
Burns Matteson Capital Management
New York
$16.2M +$954K +13,224 +6%
T
72
Tidemark
California
$16.1M -$2.43M -33,620 -13%
JFA
73
JNBA Financial Advisors
Minnesota
$16M +$2.01M +27,842 +15%
CA
74
Cresta Advisors
Texas
$15.9M +$267K +3,693 +2%
Lido Advisors
75
Lido Advisors
California
$15.6M -$469K -6,497 -3%