We are live on ! Find out more
SPHQ icon

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
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$28.5M -$3.42M -46,045 -11%
SWGC
52
Summit Wealth Group (Colorado)
Colorado
$27.8M +$27.3M +367,419 +10,385%
BI
53
Ballast Inc
Kentucky
$27.8M +$583K +7,844 +2%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$27.7M -$261M -3,517,620 -91%
ECM
55
Evergreen Capital Management
Washington
$25.5M -$703K -9,460 -3%
Mariner
56
Mariner
Kansas
$25.2M -$8.75M -117,861 -26%
PAG
57
Private Advisor Group
New Jersey
$24M +$671K +9,031 +3%
HighTower Advisors
58
HighTower Advisors
Illinois
$23.4M -$667K -8,975 -3%
GRP
59
Global Retirement Partners
California
$21.4M +$198K +2,669 +0.9%
SCA
60
Snowden Capital Advisors
New York
$21.1M +$1.14M +15,347 +6%
NP
61
NorthRock Partners
Minnesota
$20.5M -$8.31M -111,966 -29%
SGWM
62
Sterling Group Wealth Management
California
$20.4M -$36.9K -497 -0.2%
JFG
63
Jefferies Financial Group
New York
$20.3M +$430K +5,785 +2%
RFA
64
Rollins Financial Advisors
New York
$20.2M +$796K +10,715 +4%
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$20M +$4.37M +58,835 +28%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$20M +$107K +1,446 +0.5%
CAM
67
Cresset Asset Management
Illinois
$19M -$331K -4,454 -2%
CAM
68
Cozad Asset Management
Illinois
$18.9M -$154K -2,070 -0.8%
CFD
69
Creative Financial Designs
Indiana
$18.9M +$816K +10,993 +5%
William Blair & Company
70
William Blair & Company
Illinois
$18.8M +$731K +9,842 +4%
TA
71
TruWealth Advisors
Louisiana
$18.6M -$729K -9,817 -4%
FFN
72
Focus Financial Network
Minnesota
$18M +$388K +5,228 +2%
GLLW
73
Graves Light Lenhart Wealth
Virginia
$17.8M +$327K +4,409 +2%
T
74
Tidemark
California
$17.3M +$852K +11,469 +5%
JFA
75
JNBA Financial Advisors
Minnesota
$16.7M +$359K +4,836 +2%