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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
IIA
126
Integrity Investment Advisors
Colorado
$9.38M +$840K +10,804 +9%
LPT
127
Legacy Private Trust
Wisconsin
$9.21M -$177K -2,273 -2%
CWP
128
Concord Wealth Partners
Virginia
$9.2M +$211K +2,719 +2%
SFPG
129
Stonebridge Financial Planning Group
Florida
$9.18M -$114K -1,467 -1%
SPI
130
Santori & Peters Inc
Pennsylvania
$9.07M +$421K +5,412 +5%
SA
131
Sanctuary Advisors
Indiana
$9.05M -$23.9K -307 -0.3%
Creative Planning
132
Creative Planning
Kansas
$9.02M +$171K +2,205 +2%
AF
133
Allworth Financial
California
$8.75M -$144K -1,855 -2%
Invesco
134
Invesco
Georgia
$8.65M -$14.9K -191 -0.2%
BCI
135
Brinker Capital Investments
Pennsylvania
$8.47M -$810K -10,422 -8%
CIA
136
Concurrent Investment Advisors
Florida
$8.46M -$544K -6,993 -6%
CWMGP
137
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$8.44M +$3.27M +42,104 +60%
SFS
138
Security Financial Services
Indiana
$8.2M -$89.7K -1,154 -1%
FCM
139
Family Capital Management
Michigan
$8.09M +$4.68M +60,178 +127%
AFG
140
Artesa Financial Group
Texas
$7.87M +$692K +8,896 +9%
SIM
141
Synergy Investment Management
Florida
$7.87M +$655K +8,422 +9%
MFG
142
Merit Financial Group
Georgia
$7.87M +$85K +1,093 +1%
MCM
143
MAI Capital Management
Ohio
$7.78M -$33.7K -433 -0.4%
FPW
144
Flagship Private Wealth
Massachusetts
$7.75M +$53.6K +689 +0.7%
NRI
145
NFP Retirement Inc
California
$7.6M +$5.44K +70 +0.1%
PLU
146
Performa Ltd (US)
South Carolina
$7.59M -$137K -1,768 -2%
ES
147
Eagle Strategies
New York
$7.56M -$9.12M -117,331 -54%
HC
148
Henshaw Capital
Massachusetts
$7.52M
EWM
149
Endowment Wealth Management
Wisconsin
$7.51M +$392K +5,047 +5%
CWM
150
Cedar Wealth Management
California
$7.49M +$197K +2,535 +3%