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Invesco S&P 500 Quality ETF

744 hedge funds and large institutions have $10.6B invested in Invesco S&P 500 Quality ETF in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 295 increasing their positions, 224 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 33

32% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 224

12% more funds holding in top 10

Funds holding in top 10: 6067 (+7)

5% more capital invested

Capital invested by funds: $10B → $10.6B (+$544M)

4% more funds holding

Funds holding: 712744 (+32)

1.67% more ownership

Funds ownership: 66.09%67.76% (+1.7%)

Holders
744
Holders Change
+32
Holders Change %
+4.49%
% of All Funds
9.16%
Holding in Top 10
67
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.67%
% of All Funds
0.83%
New
79
Increased
295
Reduced
224
Closed
33
Calls
$699K
Puts
Net Calls
+$699K
Net Calls Change
-$817K
Name Holding Trade Value Shares
Change
Change in
Stake
WETS
51
Wealth Enhancement Trust Services
South Dakota
$32.2M -$1.37M -17,591 -4%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$31.9M +$3.5M +45,036 +12%
CPA
53
Capital Planning Advisors
California
$31.1M -$3.05M -39,223 -9%
CWM
54
Clearview Wealth Management
California
$30.7M +$31.8M +408,328 New
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$30.6M +$2.89M +37,150 +10%
OWM
56
Orgel Wealth Management
Wisconsin
$30M -$336K -4,327 -1%
Truist Financial
57
Truist Financial
North Carolina
$29.8M -$1.33M -17,157 -4%
SWM
58
Schwallier Wealth Management
Michigan
$28.3M -$537K -6,907 -2%
BI
59
Ballast Inc
Kentucky
$28.2M +$379K +4,877 +1%
PAG
60
Private Advisor Group
New Jersey
$27.8M +$3.82M +49,089 +15%
ECM
61
Evergreen Capital Management
Washington
$26M +$457K +5,871 +2%
Corient Private Wealth
62
Corient Private Wealth
Florida
$25.9M +$13.2M +169,722 +97%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$25.3M +$5.47M +70,378 +26%
JFG
64
Jefferies Financial Group
New York
$24.6M +$4.37M +56,199 +21%
SWGC
65
Summit Wealth Group (Colorado)
Colorado
$24M -$4M -51,384 -14%
HighTower Advisors
66
HighTower Advisors
Illinois
$23.6M +$182K +2,342 +0.8%
RFA
67
Rollins Financial Advisors
New York
$22M +$1.83M +23,475 +9%
AAG
68
Armstrong Advisory Group
Massachusetts
$21.6M +$22.3M +286,756 +403,882%
SCA
69
Snowden Capital Advisors
New York
$21.3M +$216K +2,783 +1%
RA
70
RFG Advisory
Alabama
$20.4M +$8.12M +104,364 +62%
William Blair & Company
71
William Blair & Company
Illinois
$20.2M +$1.41M +18,191 +7%
CAM
72
Cresset Asset Management
Illinois
$19.7M +$700K +9,002 +4%
CAM
73
Cozad Asset Management
Illinois
$18.8M -$120K -1,541 -0.6%
GLLW
74
Graves Light Lenhart Wealth
Virginia
$18.5M +$739K +9,505 +4%
TA
75
TruWealth Advisors
Louisiana
$18.4M -$300K -3,853 -2%