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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
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$6.41M -$209K -2,809 -3%
KPWS
152
Kestra Private Wealth Services
Texas
$6.4M +$514K +6,928 +9%
LFAS
153
Level Four Advisory Services
Texas
$6.28M +$23.8K +320 +0.4%
FMI
154
Financial Management Inc
Arkansas
$6.09M +$6.02M +81,101 New
FDDB
155
Fidelity D&D Bancorp
Pennsylvania
$5.97M -$289K -3,887 -5%
HFM
156
Hartford Financial Management
Connecticut
$5.96M +$92.2K +1,241 +2%
Citigroup
157
Citigroup
New York
$5.85M +$199K +2,683 +4%
CPC
158
Consolidated Planning Corp
Georgia
$5.79M -$42.3K -569 -0.7%
CCFM
159
Clear Creek Financial Management
Washington
$5.72M -$235K -3,165 -4%
PWA
160
Provenance Wealth Advisors
Florida
$5.27M -$12K -161 -0.2%
CWMGP
161
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$5.27M +$5.21M +70,208 New
BBHC
162
Brown Brothers Harriman & Co
New York
$5.26M
WCG
163
Weaver Consulting Group
California
$5.25M +$293K +3,940 +6%
TFS
164
Thoroughbred Financial Services
Tennessee
$5.25M -$476K -6,403 -8%
LWM
165
Lionshead Wealth Management
New York
$5.23M +$282K +3,791 +6%
WWM
166
Westwood Wealth Management
California
$5.23M +$5.18M +69,732 New
SPC
167
Sigma Planning Corp
Michigan
$5.22M -$87.2K -1,174 -2%
WWM
168
Western Wealth Management
Colorado
$5.1M +$174K +2,344 +4%
BI
169
Berkeley Inc
Idaho
$5.08M +$378K +5,093 +8%
FHA
170
Flagship Harbor Advisors
Massachusetts
$5.03M +$48.4K +652 +1%
MA
171
Montag & Associates
Georgia
$4.99M -$255K -3,428 -5%
BRIA
172
Balanced Rock Investment Advisors
Massachusetts
$4.97M +$154K +2,076 +3%
OBWG
173
Onyx Bridge Wealth Group
New York
$4.91M +$663K +8,929 +16%
SF
174
Summit Financial
New Jersey
$4.88M -$57.9K -780 -1%
OWA
175
OakTrust Wealth Advisors
Connecticut
$4.86M +$4.81M +64,761 New