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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 %
APA
201
Astoria Portfolio Advisors
New York
$2.83M +$713K +9,831 +34%
CAG
202
Crestwood Advisors Group
Massachusetts
$2.83M +$94.3K +1,323 +3%
ACI
203
Alpha Cubed Investments
California
$2.8M +$5.06K +71 +0.2%
CIA
204
Concurrent Investment Advisors
Florida
$2.79M -$2.34M -32,789 -46%
TWP
205
Tempus Wealth Planning
California
$2.71M +$781K +10,957 +40%
PP
206
Prudential plc
United Kingdom
$2.67M +$1.1M +15,500 +70%
EWM
207
Endowment Wealth Management
Wisconsin
$2.67M +$177K +2,485 +7%
KeyBank National Association
208
KeyBank National Association
Ohio
$2.63M -$547K -7,678 -17%
MCC
209
Money Concepts Capital
Florida
$2.6M -$86.3K -1,211 -3%
IA
210
IFP Advisors
Florida
$2.59M +$2.12M +29,817 +452%
MA
211
MONECO Advisors
Connecticut
$2.59M -$36.8K -517 -1%
JWBC
212
J.W. Burns & Co
New York
$2.53M +$199K +2,790 +9%
KTC
213
Kentucky Trust Company
Kentucky
$2.52M -$57K -800 -2%
LIM
214
Leavell Investment Management
Alabama
$2.52M +$593K +8,322 +31%
NFA
215
Northwest Financial Advisors
Virginia
$2.51M -$1.26M -17,613 -33%
DAS
216
Dynamic Advisor Solutions
Arizona
$2.49M +$370K +5,197 +17%
GCM
217
Generation Capital Management
New York
$2.44M +$127K +1,777 +5%
MAG
218
Mayfair Advisory Group
Alabama
$2.42M +$313K +4,345 +15%
PAS
219
Park Avenue Securities
New York
$2.38M -$94.2K -1,322 -4%
RW
220
RVW Wealth
California
$2.34M +$15.8K +222 +0.7%
Renaissance Technologies
221
Renaissance Technologies
New York
$2.31M +$2.31M +32,400 New
IF
222
Intrua Financial
Texas
$2.29M -$286K -4,011 -11%
FFA
223
Fragasso Financial Advisors
Pennsylvania
$2.25M +$1.25M +17,535 +125%
WWA
224
Wisconsin Wealth Advisors
Wisconsin
$2.22M +$1.41M +19,721 +172%
GIA
225
GHP Investment Advisors
Colorado
$2.22M -$26.2K -367 -1%
7 8
9
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