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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
Cerity Partners
101
Cerity Partners
New York
$11.8M +$1.97M +25,290 +19%
T
102
Tidemark
California
$11.8M -$5.82M -74,836 -32%
HC
103
Headland Capital
South Carolina
$11.7M +$384K +4,934 +3%
QCM
104
Quantinno Capital Management
New York
$11.7M +$856K +11,010 +8%
SC
105
SouthState Corp
Florida
$11.6M -$330K -4,249 -3%
SMA
106
Sage Mountain Advisors
Georgia
$11.4M +$2.64K +34 +0%
FFA
107
Farther Finance Advisors
California
$11.4M +$8.07M +103,832 +227%
JWM
108
Jackson Wealth Management
Florida
$11.1M +$147K +1,891 +1%
NA
109
NewEdge Advisors
Louisiana
$11.1M -$191K -2,457 -2%
CWM
110
Cornerstone Wealth Management
Missouri
$11M +$2.92M +37,545 +34%
LIA
111
Lynx Investment Advisory
District of Columbia
$10.9M +$1.64M +21,149 +17%
SWA
112
Strategies Wealth Advisors
Michigan
$10.9M -$839K -10,784 -7%
SF
113
Symphony Financial
Texas
$10.7M +$541K +6,960 +5%
SC
114
Sykon Capital
New York
$10.7M +$11M +142,099 New
CMA
115
Cedar Mountain Advisors
Oregon
$10.6M -$12.9K -166 -0.1%
RA
116
Ruggaard & Associates
Ohio
$10.5M -$486K -6,245 -4%
EFS
117
Essex Financial Services
Connecticut
$10.3M +$381K +4,896 +4%
FPAS
118
Focus Partners Advisor Solutions
Missouri
$9.86M +$9.58M +123,260 +1,557%
OCWP
119
Owl Creek Wealth Partners
Colorado
$9.77M +$10.1M +129,997 New
Focus Partners Wealth
120
Focus Partners Wealth
Massachusetts
$9.77M -$15.1K -194 -0.1%
TC
121
Trilogy Capital
California
$9.74M +$917K +11,787 +10%
CAC
122
Certified Advisory Corp
Florida
$9.71M -$1.7M -21,827 -14%
PIWA
123
Prevail Innovative Wealth Advisors
Kansas
$9.54M -$725K -9,321 -7%
WWA
124
WCG Wealth Advisors
Nevada
$9.54M -$2.43M -31,307 -20%
GWM
125
Geneos Wealth Management
Colorado
$9.41M +$8.53M +109,758 +712%