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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
NA
101
NewEdge Advisors
Louisiana
$11.2M +$139K +1,865 +1%
RA
102
Ruggaard & Associates
Ohio
$11M -$994K -13,383 -8%
JWM
103
Jackson Wealth Management
Florida
$10.9M +$93.5K +1,259 +0.9%
QCM
104
Quantinno Capital Management
New York
$10.9M +$9.93M +133,698 +1,225%
CWAF
105
Core Wealth Advisors (Florida)
Florida
$10.8M -$136K -1,838 -1%
CMA
106
Cedar Mountain Advisors
Oregon
$10.6M +$11.7K +158 +0.1%
SF
107
Symphony Financial
Texas
$10.4M +$354K +4,764 +4%
PIWA
108
Prevail Innovative Wealth Advisors
Kansas
$10.2M +$2.19M +29,491 +28%
EFS
109
Essex Financial Services
Connecticut
$9.93M -$115K -1,553 -1%
Cerity Partners
110
Cerity Partners
New York
$9.91M -$33.6K -452 -0.3%
Focus Partners Wealth
111
Focus Partners Wealth
Massachusetts
$9.77M -$5.85M -78,777 -38%
LPT
112
Legacy Private Trust
Wisconsin
$9.36M -$4.01K -54 -0%
LIA
113
Lynx Investment Advisory
District of Columbia
$9.33M +$128K +1,723 +1%
SFPG
114
Stonebridge Financial Planning Group
Florida
$9.27M +$100K +1,346 +1%
BCI
115
Brinker Capital Investments
Pennsylvania
$9.24M +$4.23M +56,944 +86%
SA
116
Sanctuary Advisors
Indiana
$9.05M -$1.24M -16,705 -12%
CWP
117
Concord Wealth Partners
Virginia
$8.98M +$364K +4,900 +4%
CIA
118
Concurrent Investment Advisors
Florida
$8.97M +$4.69M +63,216 +112%
AF
119
Allworth Financial
California
$8.87M +$120K +1,621 +1%
Creative Planning
120
Creative Planning
Kansas
$8.84M -$121K -1,626 -1%
TC
121
Trilogy Capital
California
$8.84M +$790K +10,641 +10%
Invesco
122
Invesco
Georgia
$8.65M -$7.13K -96 -0.1%
SPI
123
Santori & Peters Inc
Pennsylvania
$8.64M +$55.2K +743 +0.6%
IIA
124
Integrity Investment Advisors
Colorado
$8.55M +$535K +7,206 +7%
SFS
125
Security Financial Services
Indiana
$8.27M +$8.18M +110,180 New