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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
BMCM
76
Burns Matteson Capital Management
New York
$16.7M +$146K +1,972 +0.9%
ES
77
Eagle Strategies
New York
$16.4M +$731K +9,845 +5%
CA
78
Cresta Advisors
Texas
$15.8M -$436K -5,869 -3%
Lido Advisors
79
Lido Advisors
California
$15.6M +$20.2K +272 +0.1%
IWM
80
IHT Wealth Management
Illinois
$15.5M +$3.25M +43,706 +27%
SO
81
Sierra Ocean
California
$15.4M +$506K +6,807 +3%
SVWAG
82
Sound View Wealth Advisors Group
Georgia
$14.8M -$106K -1,432 -0.7%
MWM
83
MOR Wealth Management
Pennsylvania
$14.6M +$14.5M +195,157 New
CWA
84
Crusonia Wealth Advisors
Colorado
$14.5M +$14.4M +193,361 New
HC
85
Hoese & Co
Minnesota
$14.5M +$11.1K +149 +0.1%
OWM
86
Opes Wealth Management
California
$14.1M +$153K +2,057 +1%
Corient Private Wealth
87
Corient Private Wealth
Florida
$13.1M -$19.1M -257,215 -60%
RA
88
RFG Advisory
Alabama
$12.6M +$693K +9,331 +6%
TCM
89
TD Capital Management
Tennessee
$12.2M +$198K +2,663 +2%
CWM
90
Chicago Wealth Management
Illinois
$12M +$246K +3,316 +2%
SC
91
SouthState Corp
Florida
$11.9M -$2.97M -40,015 -20%
WWA
92
WCG Wealth Advisors
Nevada
$11.9M +$90.4K +1,217 +0.8%
SWA
93
Strategies Wealth Advisors
Michigan
$11.7M -$181K -2,441 -2%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$11.7M +$2.67M +35,910 +30%
KWM
95
Kingsview Wealth Management
Oregon
$11.6M -$71.8K -967 -0.6%
HI
96
Harbour Investments
Wisconsin
$11.6M +$2.96M +39,816 +35%
SMA
97
Sage Mountain Advisors
Georgia
$11.4M -$70.8K -953 -0.6%
CAC
98
Certified Advisory Corp
Florida
$11.3M -$62.8K -846 -0.6%
HC
99
Headland Capital
South Carolina
$11.3M +$57.1K +769 +0.5%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$11.3M -$360K -4,846 -3%