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Invesco S&P 500 Quality ETF

709 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 91 funds opening new positions, 263 increasing their positions, 227 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.52M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$6.41M
KPWS
152
Kestra Private Wealth Services
Texas
$6.4M
LFAS
153
Level Four Advisory Services
Texas
$6.28M
FDDB
154
Fidelity D&D Bancorp
Pennsylvania
$5.97M
HFM
155
Hartford Financial Management
Connecticut
$5.96M
Citigroup
156
Citigroup
New York
$5.85M
CPC
157
Consolidated Planning Corp
Georgia
$5.79M
CCFM
158
Clear Creek Financial Management
Washington
$5.72M
PWA
159
Provenance Wealth Advisors
Florida
$5.27M
CWMGP
160
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$5.27M
BBHC
161
Brown Brothers Harriman & Co
New York
$5.26M
WCG
162
Weaver Consulting Group
California
$5.25M
TFS
163
Thoroughbred Financial Services
Tennessee
$5.25M
LWM
164
Lionshead Wealth Management
New York
$5.23M
WWM
165
Westwood Wealth Management
California
$5.23M
SPC
166
Sigma Planning Corp
Michigan
$5.22M
WWM
167
Western Wealth Management
Colorado
$5.1M
BI
168
Berkeley Inc
Idaho
$5.08M
FHA
169
Flagship Harbor Advisors
Massachusetts
$5.03M
MA
170
Montag & Associates
Georgia
$4.99M
BRIA
171
Balanced Rock Investment Advisors
Massachusetts
$4.97M
OBWG
172
Onyx Bridge Wealth Group
New York
$4.91M
SF
173
Summit Financial
New Jersey
$4.88M
OWA
174
OakTrust Wealth Advisors
Connecticut
$4.86M
AI
175
Atria Investments
North Carolina
$4.83M