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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
CWM
126
Cornerstone Wealth Management
Missouri
$8.21M +$107K +1,445 +1%
GRWP
127
Green Ridge Wealth Planning
New Jersey
$8M +$7.91M +106,530 New
VWM
128
Vigilare Wealth Management
Arizona
$7.88M -$664K -8,940 -8%
MCM
129
MAI Capital Management
Ohio
$7.8M +$605K +8,149 +9%
MFG
130
Merit Financial Group
Georgia
$7.77M +$4.32M +58,235 +129%
PLU
131
Performa Ltd (US)
South Carolina
$7.71M +$72.4K +975 +1%
FPW
132
Flagship Private Wealth
Massachusetts
$7.68M -$16.3K -219 -0.2%
NRI
133
NFP Retirement Inc
California
$7.59M -$6.31K -85 -0.1%
NF
134
Nikulski Financial
Iowa
$7.56M -$3.51M -47,284 -32%
HC
135
Henshaw Capital
Massachusetts
$7.5M
KAS
136
Kestra Advisory Services
Texas
$7.38M -$1.15M -15,442 -14%
CWM
137
Cedar Wealth Management
California
$7.29M -$14.9K -200 -0.2%
SIM
138
Synergy Investment Management
Florida
$7.22M -$1.98M -26,628 -22%
AFG
139
Artesa Financial Group
Texas
$7.19M +$7.12M +95,831 New
EWM
140
Endowment Wealth Management
Wisconsin
$7.11M +$3.94M +53,023 +127%
Comerica Bank
141
Comerica Bank
Texas
$6.92M +$191K +2,567 +3%
DWS
142
Dynamic Wealth Strategies
California
$6.91M -$251K -3,377 -4%
WDL
143
Well Done LLC
Michigan
$6.81M -$106K -1,428 -2%
SAI
144
Savvy Advisors Inc
New York
$6.8M +$6.33M +85,174 +1,564%
TFGT
145
TS Financial Group (TSFG)
Illinois
$6.76M -$4.83M -65,019 -42%
KAS
146
KPP Advisory Services
Kentucky
$6.61M +$359K +4,830 +6%
JPG
147
Jordan Park Group
California
$6.54M -$6.16M -82,996 -49%
MOS
148
MGO One Seven
Ohio
$6.53M +$717K +9,658 +12%
ECA
149
Elevation Capital Advisory
Oregon
$6.5M +$5.98M +80,552 +1,331%
BAM
150
Beaumont Asset Management
Texas
$6.46M +$17K +229 +0.3%