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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
AI
176
Atria Investments
North Carolina
$4.83M -$702K -9,449 -13%
SWA
177
Serenus Wealth Advisors
California
$4.76M +$1.49M +20,039 +46%
IWP
178
IAG Wealth Partners
Wisconsin
$4.75M -$712K -9,591 -13%
AFP
179
Ausdal Financial Partners
Iowa
$4.75M +$1.62M +21,811 +53%
LOIM
180
Liberty One Investment Management
Illinois
$4.69M -$3.3M -44,468 -42%
HNWAG
181
High Net Worth Advisory Group
Florida
$4.67M -$49.4K -665 -1%
PA
182
Parallel Advisors
California
$4.62M -$293K -3,949 -6%
National Bank of Canada
183
National Bank of Canada
Quebec, Canada
$4.57M -$830K -11,179 -15%
PS
184
Principal Securities
Iowa
$4.51M -$8.63M -116,179 -66%
SL
185
Sentinus LLC
Illinois
$4.39M +$3.56M +47,992 +458%
RWA
186
Redhawk Wealth Advisors
Minnesota
$4.37M +$384K +5,171 +10%
AWM
187
Avior Wealth Management
Nebraska
$4.34M
PEA
188
Park Edge Advisors
Ohio
$4.27M +$75.4K +1,015 +2%
PFA
189
Perryman Financial Advisory
Texas
$4.26M +$4.22M +56,816 New
PFG
190
Pacific Financial Group
Washington
$4.25M +$4.2M +56,576 New
NW
191
NewEdge Wealth
Pennsylvania
$4.23M -$151K -2,034 -3%
PFT
192
Providence First Trust
Arizona
$4.18M -$2.44M -32,851 -37%
CPWA
193
Cerro Pacific Wealth Advisors
California
$4.16M -$167K -2,251 -4%
AWA
194
Arete Wealth Advisors
Illinois
$4.02M +$3.98M +53,600 New
WIA
195
Wetzel Investment Advisors
Indiana
$3.96M -$31K -418 -0.8%
VT
196
Vise Technologies
New York
$3.94M +$2M +26,923 +105%
HWA
197
Heritage Wealth Advisors
Virginia
$3.92M +$1.29M +17,411 +50%
TCK
198
Topor & Co Korea
$3.89M +$3.84M +51,770 New
IP
199
Indivisible Partners
Florida
$3.86M +$3.82M +51,380 New
CF
200
Collier Financial
Colorado
$3.86M -$50.3K -677 -1%