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Invesco S&P 500 Quality ETF

656 hedge funds and large institutions have $9.26B invested in Invesco S&P 500 Quality ETF in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 262 increasing their positions, 181 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
+43
Holders Change %
+7.01%
% of All Funds
8.79%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.71%
New
99
Increased
262
Reduced
181
Closed
47
Calls
$485K
Puts
$955K
Net Calls
-$470K
Net Calls Change
-$570K
Name Holding Trade Value Shares
Change
Shares
Change %
NF
101
Nikulski Financial
Iowa
$10.8M -$29.9K -419 -0.3%
IWM
102
IHT Wealth Management
Illinois
$10.6M +$1.25M +17,579 +13%
HC
103
Headland Capital
South Carolina
$10.3M +$546K +7,659 +6%
JWM
104
Jackson Wealth Management
Florida
$10.2M -$303K -4,251 -3%
FAIM
105
Financial Advocates Investment Management
Washington
$10M +$10M +141,025 New
AC
106
ASB Consultores
Florida
$9.95M
CWA
107
Core Wealth Advisors
Florida
$9.86M +$671K +9,419 +7%
KAS
108
Kestra Advisory Services
Texas
$9.42M -$1.99M -27,902 -17%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$9.38M +$182K +2,553 +2%
Cerity Partners
110
Cerity Partners
New York
$9.32M +$4.94M +69,384 +113%
SF
111
Symphony Financial
Texas
$9.12M +$9.12M +127,155 New
VWM
112
Vigilare Wealth Management
Arizona
$9.08M -$6.68M -93,721 -42%
EFS
113
Essex Financial Services
Connecticut
$9.03M +$1.33M +18,618 +17%
LPT
114
Legacy Private Trust
Wisconsin
$9.01M -$415K -5,829 -4%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$8.77M +$2.43M +34,073 +38%
NA
116
NewEdge Advisors
Louisiana
$8.77M +$287K +4,024 +3%
Creative Planning
117
Creative Planning
Kansas
$8.64M +$192K +2,701 +2%
SFPG
118
Stonebridge Financial Planning Group
Florida
$8.59M +$8.55K +120 +0.1%
LIA
119
Lynx Investment Advisory
District of Columbia
$8.58M -$3.53M -49,583 -29%
AF
120
Allworth Financial
California
$8.31M +$41.4K +581 +0.5%
CWP
121
Concord Wealth Partners
Virginia
$8.24M +$297K +4,170 +4%
CAMV
122
Concord Asset Management (Virginia)
Virginia
$8.24M +$8.24M +115,604 New
Invesco
123
Invesco
Georgia
$8.22M +$2.87M +40,210 +54%
BAM
124
Beaumont Asset Management
Texas
$8.05M +$2.76M +38,702 +52%
KWM
125
Kingsview Wealth Management
Oregon
$7.86M +$1.45M +20,387 +23%