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Invesco S&P 500 Quality ETF

613 hedge funds and large institutions have $7.74B invested in Invesco S&P 500 Quality ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 272 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+15
Holders Change %
+2.51%
% of All Funds
8.33%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
0.72%
New
75
Increased
272
Reduced
157
Closed
46
Calls
$312K
Puts
$212K
Net Calls
+$100K
Net Calls Change
-$255K
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
126
Cedar Wealth Management
California
$6.31M +$265 +4 +0%
CCFM
127
Clear Creek Financial Management
Washington
$6.18M +$345K +5,199 +6%
OC
128
Optima Capital
Oregon
$6.06M +$5.13M +77,345 +554%
DWS
129
Dynamic Wealth Strategies
California
$6.02M -$2.23M -33,689 -27%
IWP
130
IAG Wealth Partners
Wisconsin
$6.01M -$375K -5,647 -6%
PIWA
131
Prevail Innovative Wealth Advisors
Kansas
$5.98M +$1.96M +29,566 +49%
IIA
132
Integrity Investment Advisors
Colorado
$5.98M +$5.98M +90,117 New
KWM
133
Kingsview Wealth Management
Oregon
$5.96M +$2.43M +36,696 +69%
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$5.91M +$707K +10,657 +14%
PFT
135
Providence First Trust
Arizona
$5.76M +$43.9K +661 +0.8%
AAS
136
Ameritas Advisory Services
Nebraska
$5.48M +$972K +14,623 +22%
RAM
137
Riggs Asset Management
Pennsylvania
$5.45M +$104K +1,567 +2%
National Bank of Canada
138
National Bank of Canada
Quebec, Canada
$5.33M +$2.38M +35,885 +81%
Comerica Bank
139
Comerica Bank
Texas
$5.15M +$513K +7,730 +11%
PWA
140
Provenance Wealth Advisors
Florida
$5.14M -$478K -7,198 -9%
Invesco
141
Invesco
Georgia
$4.98M -$4.78K -72 -0.1%
BAM
142
Beaumont Asset Management
Texas
$4.92M +$129K +1,949 +3%
KPWS
143
Kestra Private Wealth Services
Texas
$4.88M +$389K +5,863 +9%
HFM
144
Hartford Financial Management
Connecticut
$4.87M +$14.3K +216 +0.3%
GWM
145
Geneos Wealth Management
Colorado
$4.8M +$3.63M +54,780 +311%
BCI
146
Brinker Capital Investments
Pennsylvania
$4.77M -$45.4K -685 -0.9%
OPS
147
Orion Portfolio Solutions
Nebraska
$4.77M -$45.4K -685 -0.9%
CIA
148
Concurrent Investment Advisors
Florida
$4.77M +$1.14M +17,163 +31%
TFS
149
Thoroughbred Financial Services
Tennessee
$4.76M +$2.11M +31,743 +79%
MA
150
Montag & Associates
Georgia
$4.7M +$72.5K +1,093 +2%