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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
TC
126
Trilogy Capital
California
$7.85M -$4.61M -63,870 -37%
LOIM
127
Liberty One Investment Management
Illinois
$7.84M -$90.3K -1,251 -1%
PIWA
128
Prevail Innovative Wealth Advisors
Kansas
$7.82M +$206K +2,857 +3%
IIA
129
Integrity Investment Advisors
Colorado
$7.82M +$601K +8,324 +8%
FPW
130
Flagship Private Wealth
Massachusetts
$7.52M +$89.2K +1,236 +1%
PLU
131
Performa Ltd (US)
South Carolina
$7.45M -$74.6K -1,033 -1%
NRI
132
NFP Retirement Inc
California
$7.41M -$118K -1,631 -2%
PAS
133
Park Avenue Securities
New York
$7.38M +$4.86M +67,277 +202%
HC
134
Henshaw Capital
Massachusetts
$7.33M
CWM
135
Cedar Wealth Management
California
$7.13M +$205K +2,834 +3%
MCM
136
MAI Capital Management
Ohio
$7.02M -$91.3K -1,265 -1%
DWS
137
Dynamic Wealth Strategies
California
$6.99M +$37.8K +524 +0.6%
WDL
138
Well Done LLC
Michigan
$6.76M -$74.3K -1,029 -1%
Comerica Bank
139
Comerica Bank
Texas
$6.57M -$313K -4,340 -5%
PFT
140
Providence First Trust
Arizona
$6.49M +$77.3K +1,071 +1%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$6.47M +$659K +9,133 +12%
BAM
142
Beaumont Asset Management
Texas
$6.29M -$1.95M -27,030 -24%
FDDB
143
Fidelity D&D Bancorp
Pennsylvania
$6.12M +$579K +8,016 +11%
LFAS
144
Level Four Advisory Services
Texas
$6.11M +$5.01M +69,405 +497%
KAS
145
KPP Advisory Services
Kentucky
$6.1M +$148K +2,047 +3%
GS
146
GTS Securities
New York
$6.06M +$1.86M +25,797 +45%
Goldman Sachs
147
Goldman Sachs
New York
$5.94M +$776K +10,755 +15%
CCFM
148
Clear Creek Financial Management
Washington
$5.82M -$844K -11,691 -13%
KPWS
149
Kestra Private Wealth Services
Texas
$5.74M +$296K +4,105 +6%
HFM
150
Hartford Financial Management
Connecticut
$5.73M +$951K +13,169 +20%