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Invesco S&P 500 Quality ETF
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Overview Fund Activity

656 hedge funds and large institutions have $9.26B invested in Invesco S&P 500 Quality ETF in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 262 increasing their positions, 181 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
+43
Holders Change %
+7.01%
% of All Funds
8.8%
Holding in Top 10
53
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.71%
New
99
Increased
262
Reduced
181
Closed
47
Calls
$485K
Puts
$955K
Net Calls
-$470K
Net Calls Change
-$570K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$659M
2
Raymond James Financial
Raymond James Financial
Florida
$276M
3
LPL Financial
LPL Financial
California
$810M
4
Wells Fargo
Wells Fargo
California
$306M
5
MCM
Mainstay Capital Management
Michigan
$95.9M

Top Sellers

1
TC
Trilogy Capital
California
$12.2M
2
BI
Ballast Inc
Kentucky
$0
3
ABWM
Alpine Bank Wealth Management
Colorado
$57.2M
4
KW
KWB Wealth
California
$0
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$90.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSA
176
Financial Services Advisory
Maryland
$4.11M +$3.72M +52,167 +943%
GWMR
177
GC Wealth Management RIA
Massachusetts
$4.1M -$379K -5,312 -8%
RA
178
RFG Advisory
Alabama
$4.09M -$502K -7,049 -11%
GS
179
GTS Securities
New York
$4.05M +$4.05M +56,827 New
WIA
180
Wetzel Investment Advisors
Indiana
$3.97M -$2.82M -39,596 -42%
JWCA
181
J.W. Cole Advisors
Florida
$3.88M +$120K +1,678 +3%
OBWG
182
Onyx Bridge Wealth Group
New York
$3.84M +$26.8K +376 +0.7%
SNWA
183
Siligmueller & Norvid Wealth Advisors
Illinois
$3.79M +$144K +2,023 +4%
VP
184
Verum Partners
North Carolina
$3.78M -$41.3K -579 -1%
EE
185
EWG Elevate
California
$3.68M +$3.68M +51,603 New
PTC
186
Private Trust Company
Ohio
$3.6M +$1.04M +14,589 +41%
PI
187
PFG Investments
New York
$3.58M +$3.58M +50,181 New
OL
188
Owen LaRue
Kentucky
$3.49M +$625K +8,774 +22%
NW
189
NewEdge Wealth
Pennsylvania
$3.46M +$2.62M +36,767 +312%
CAGAS
190
Capital Advisory Group Advisory Services
Minnesota
$3.35M +$1.5K +21 +0%
RWA
191
Redhawk Wealth Advisors
Minnesota
$3.3M -$428 -6 -0%
LI
192
LMCG Investments
Massachusetts
$3.29M -$466K -6,544 -12%
MFG
193
Merit Financial Group
Georgia
$3.28M -$115K -1,612 -3%
PEA
194
Park Edge Advisors
Ohio
$3.19M -$428K -6,010 -12%
DFC
195
DBK Financial Counsel
Ohio
$3.16M +$7.27K +102 +0.2%
CIA
196
Compass Ion Advisors
Pennsylvania
$2.99M +$201K +2,824 +7%
Thrivent Financial for Lutherans
197
Thrivent Financial for Lutherans
Minnesota
$2.88M -$9.4M -131,857 -77%
SOS
198
Silver Oak Securities
Tennessee
$2.87M +$677K +9,503 +31%
OWM
199
OneAscent Wealth Management
Alabama
$2.87M +$357K +5,012 +14%
FGA
200
Fortis Group Advisors
New Jersey
$2.85M +$2.85M +39,957 New
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