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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
DWS
151
Dynamic Wealth Strategies
California
$7.08M +$163K +2,096 +2%
TFGT
152
TS Financial Group (TSFG)
Illinois
$6.95M +$181K +2,325 +3%
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$6.94M +$533K +6,860 +8%
SWA
154
Serenus Wealth Advisors
California
$6.9M +$2.21M +28,360 +45%
FDDB
155
Fidelity D&D Bancorp
Pennsylvania
$6.76M +$800K +10,289 +13%
TAP
156
TSG Advice Partners
Ohio
$6.75M +$5.69M +73,169 +440%
WDL
157
Well Done LLC
Michigan
$6.67M -$160K -2,060 -2%
BPA
158
Beacon Pointe Advisors
California
$6.65M +$4.43M +56,943 +181%
SAI
159
Savvy Advisors Inc
New York
$6.6M -$223K -2,871 -3%
JPG
160
Jordan Park Group
California
$6.55M
MOS
161
MGO One Seven
Ohio
$6.49M -$50.8K -653 -0.8%
BAM
162
Beaumont Asset Management
Texas
$6.38M -$98.1K -1,261 -1%
GP
163
GLR Partners
Maryland
$6.3M +$6.52M +83,816 New
FMI
164
Financial Management Inc
Arkansas
$6.29M +$202K +2,596 +3%
TFS
165
Thoroughbred Financial Services
Tennessee
$6.28M +$1.06M +13,634 +20%
CFG
166
Compass Financial Group
Ohio
$6.2M +$3.37M +43,323 +111%
CCA
167
Cadent Capital Advisors
Oklahoma
$6.14M +$6.35M +81,688 New
KAS
168
KPP Advisory Services
Kentucky
$6.09M -$544K -6,996 -8%
NW
169
NewEdge Wealth
Pennsylvania
$6.07M +$1.9M +24,394 +43%
NF
170
Nikulski Financial
Iowa
$6.03M -$1.59M -20,505 -20%
KPWS
171
Kestra Private Wealth Services
Texas
$5.96M -$465K -5,981 -7%
CCFM
172
Clear Creek Financial Management
Washington
$5.95M +$230K +2,952 +4%
SPC
173
Sigma Planning Corp
Michigan
$5.93M +$725K +9,323 +13%
AI
174
Atria Investments
North Carolina
$5.84M +$1.04M +13,321 +21%
BI
175
Berkeley Inc
Idaho
$5.59M +$518K +6,664 +10%