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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
OWA
176
OakTrust Wealth Advisors
Connecticut
$5.52M +$674K +8,668 +13%
WCG
177
Weaver Consulting Group
California
$5.47M +$214K +2,756 +4%
LIM
178
Leavell Investment Management
Alabama
$5.4M +$1.81M +23,334 +48%
WWM
179
Western Wealth Management
Colorado
$5.19M +$82.8K +1,065 +2%
LWM
180
Lionshead Wealth Management
New York
$5.19M -$55.1K -709 -1%
BRIA
181
Balanced Rock Investment Advisors
Massachusetts
$5.14M +$161K +2,075 +3%
AQR Capital Management
182
AQR Capital Management
Connecticut
$5.13M +$2.72M +35,014 +105%
SF
183
Summit Financial
New Jersey
$5.11M +$222K +2,849 +4%
PEA
184
Park Edge Advisors
Ohio
$5.04M +$788K +10,133 +18%
AFP
185
Ausdal Financial Partners
Iowa
$5.02M +$279K +3,590 +6%
FA
186
Fiduciary Alliance
South Carolina
$4.99M +$2.19M +28,227 +82%
OBWG
187
Onyx Bridge Wealth Group
New York
$4.98M +$67.1K +863 +1%
PWA
188
Provenance Wealth Advisors
Florida
$4.96M -$332K -4,267 -6%
FHA
189
Flagship Harbor Advisors
Massachusetts
$4.96M -$78.8K -1,013 -2%
ECA
190
Elevation Capital Advisory
Oregon
$4.92M -$1.64M -21,129 -24%
PFT
191
Providence First Trust
Arizona
$4.84M +$671K +8,623 +15%
PA
192
Parallel Advisors
California
$4.7M +$67.6K +869 +1%
PFA
193
Perryman Financial Advisory
Texas
$4.66M +$403K +5,187 +9%
UCB
194
United Community Bank
South Carolina
$4.66M +$1.34M +17,240 +39%
GVAG
195
Great Valley Advisor Group
Delaware
$4.61M +$3.2M +41,116 +203%
Goldman Sachs
196
Goldman Sachs
New York
$4.59M +$4.75M +61,037 New
HNWAG
197
High Net Worth Advisory Group
Florida
$4.57M -$108K -1,394 -2%
Natixis Advisors
198
Natixis Advisors
Massachusetts
$4.57M +$2.23M +28,660 +89%
MA
199
Montag & Associates
Georgia
$4.54M -$471K -6,054 -9%
JWM
200
JHP Wealth Management
Colorado
$4.54M +$716K +9,206 +18%