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Invesco S&P 500 Quality ETF

702 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 88 funds opening new positions, 262 increasing their positions, 226 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
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
KPWS
151
Kestra Private Wealth Services
Texas
$6.4M
LFAS
152
Level Four Advisory Services
Texas
$6.28M
FDDB
153
Fidelity D&D Bancorp
Pennsylvania
$5.97M
HFM
154
Hartford Financial Management
Connecticut
$5.96M
Citigroup
155
Citigroup
New York
$5.85M
CPC
156
Consolidated Planning Corp
Georgia
$5.79M
CCFM
157
Clear Creek Financial Management
Washington
$5.72M
PWA
158
Provenance Wealth Advisors
Florida
$5.27M
CWMGP
159
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$5.27M
BBHC
160
Brown Brothers Harriman & Co
New York
$5.26M
WCG
161
Weaver Consulting Group
California
$5.25M
TFS
162
Thoroughbred Financial Services
Tennessee
$5.25M
LWM
163
Lionshead Wealth Management
New York
$5.23M
WWM
164
Westwood Wealth Management
California
$5.23M
SPC
165
Sigma Planning Corp
Michigan
$5.22M
WWM
166
Western Wealth Management
Colorado
$5.1M
BI
167
Berkeley Inc
Idaho
$5.08M
FHA
168
Flagship Harbor Advisors
Massachusetts
$5.03M
MA
169
Montag & Associates
Georgia
$4.99M
BRIA
170
Balanced Rock Investment Advisors
Massachusetts
$4.97M
OBWG
171
Onyx Bridge Wealth Group
New York
$4.91M
SF
172
Summit Financial
New Jersey
$4.88M
OWA
173
OakTrust Wealth Advisors
Connecticut
$4.86M
AI
174
Atria Investments
North Carolina
$4.83M
SWA
175
Serenus Wealth Advisors
California
$4.76M