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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
NA
101
NewEdge Advisors
Louisiana
$10.8M +$1.78M +24,696 +20%
CWAF
102
Core Wealth Advisors (Florida)
Florida
$10.7M +$563K +7,804 +6%
JWM
103
Jackson Wealth Management
Florida
$10.6M +$67.9K +941 +0.7%
CMA
104
Cedar Mountain Advisors
Oregon
$10.4M -$2.12M -29,311 -17%
SA
105
Sanctuary Advisors
Indiana
$10.1M +$155K +2,148 +2%
EFS
106
Essex Financial Services
Connecticut
$9.81M +$507K +7,021 +6%
Cerity Partners
107
Cerity Partners
New York
$9.71M +$129K +1,784 +1%
SF
108
Symphony Financial
Texas
$9.67M +$388K +5,376 +4%
LPT
109
Legacy Private Trust
Wisconsin
$9.15M -$118K -1,632 -1%
SIM
110
Synergy Investment Management
Florida
$9M +$8.87M +122,864 New
LIA
111
Lynx Investment Advisory
District of Columbia
$8.98M +$161K +2,236 +2%
SFPG
112
Stonebridge Financial Planning Group
Florida
$8.95M +$118K +1,630 +1%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$8.92M -$106K -1,462 -1%
Creative Planning
114
Creative Planning
Kansas
$8.75M -$130K -1,801 -1%
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$8.7M +$5.66M +78,362 +194%
AF
116
Allworth Financial
California
$8.55M +$4.04K +56 +0%
Invesco
117
Invesco
Georgia
$8.45M -$433 -6 -0%
CWP
118
Concord Wealth Partners
Virginia
$8.41M -$59.4K -823 -0.7%
HI
119
Harbour Investments
Wisconsin
$8.41M +$397K +5,499 +5%
SPI
120
Santori & Peters Inc
Pennsylvania
$8.38M +$8.04M +111,412 +3,720%
VWM
121
Vigilare Wealth Management
Arizona
$8.35M -$976K -13,516 -11%
KAS
122
Kestra Advisory Services
Texas
$8.33M -$1.33M -18,422 -14%
Wellington Management Group
123
Wellington Management Group
Massachusetts
$8.28M +$8.16M +113,024 New
OC
124
Optima Capital
Oregon
$8.01M +$212K +2,941 +3%
CWM
125
Cornerstone Wealth Management
Missouri
$7.91M -$10.2K -141 -0.1%