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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
CPC
151
Consolidated Planning Corp
Georgia
$5.69M -$5.82M -80,693 -51%
MOS
152
MGO One Seven
Ohio
$5.67M +$923K +12,787 +20%
TFS
153
Thoroughbred Financial Services
Tennessee
$5.59M -$41.1K -570 -0.7%
GWSG
154
GPS Wealth Strategies Group
Colorado
$5.56M +$24.2K +335 +0.4%
Citigroup
155
Citigroup
New York
$5.52M +$3.69M +51,122 +211%
AI
156
Atria Investments
North Carolina
$5.41M +$9.38K +130 +0.2%
IWP
157
IAG Wealth Partners
Wisconsin
$5.34M -$698K -9,667 -12%
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$5.28M -$432K -5,981 -8%
SPC
159
Sigma Planning Corp
Michigan
$5.19M +$567K +7,853 +12%
PWA
160
Provenance Wealth Advisors
Florida
$5.16M +$47K +651 +0.9%
BBHC
161
Brown Brothers Harriman & Co
New York
$5.14M
MA
162
Montag & Associates
Georgia
$5.12M +$162K +2,250 +3%
FHA
163
Flagship Harbor Advisors
Massachusetts
$4.86M +$95.3K +1,320 +2%
BCI
164
Brinker Capital Investments
Pennsylvania
$4.85M -$118K -1,633 -2%
WCG
165
Weaver Consulting Group
California
$4.84M +$546K +7,563 +13%
LWM
166
Lionshead Wealth Management
New York
$4.83M +$412K +5,714 +9%
SF
167
Summit Financial
New Jersey
$4.83M +$281K +3,891 +6%
WWM
168
Western Wealth Management
Colorado
$4.81M +$71.6K +992 +2%
PA
169
Parallel Advisors
California
$4.8M +$17.7K +245 +0.4%
BRIA
170
Balanced Rock Investment Advisors
Massachusetts
$4.7M +$174K +2,411 +4%
HNWAG
171
High Net Worth Advisory Group
Florida
$4.61M +$193K +2,671 +4%
BI
172
Berkeley Inc
Idaho
$4.59M +$133K +1,844 +3%
FGA
173
Fortis Group Advisors
New Jersey
$4.37M +$1.37M +18,984 +48%
NW
174
NewEdge Wealth
Pennsylvania
$4.3M +$707K +9,793 +20%
AWM
175
Avior Wealth Management
Nebraska
$4.24M +$4.17M +57,810 New