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Invesco S&P 500 Quality ETF
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Overview Fund Activity

613 hedge funds and large institutions have $7.74B invested in Invesco S&P 500 Quality ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 272 increasing their positions, 157 reducing their positions, and 46 closing their positions.

Holders
613
Holders Change
+15
Holders Change %
+2.51%
% of All Funds
8.33%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
0.72%
New
75
Increased
272
Reduced
157
Closed
46
Calls
$312K
Puts
$212K
Net Calls
+$100K
Net Calls Change
-$255K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$365M
2
LPL Financial
2
LPL Financial
California
$666M
3
ABWM
3
Alpine Bank Wealth Management
Colorado
$73.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$426M
5
Raymond James Financial
5
Raymond James Financial
Florida
$159M

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$93.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$86.7M
3
IAA
3
Independent Advisor Alliance
North Carolina
$0
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$507M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$93.5M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$666M 10,044,254 +1,325,931 +15%
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$512M 7,723,962 +50,115 +0.7%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$507M 7,640,588 -523,162 -6%
Morgan Stanley
4
Morgan Stanley
New York
$426M 6,422,601 +946,733 +17%
Ameriprise
5
Ameriprise
Minnesota
$365M 5,505,821 +1,727,685 +46%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$311M 4,688,369 +549,527 +13%
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$288M 4,347,485 +14,721 +0.3%
Bank of America
8
Bank of America
North Carolina
$272M 4,096,743 -134,599 -3%
Wells Fargo
9
Wells Fargo
California
$240M 3,614,560 +446,984 +14%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$172M 2,594,265 +700,168 +37%
Raymond James Financial
11
Raymond James Financial
Florida
$159M 2,400,210 +897,944 +60%
Osaic Holdings
12
Osaic Holdings
Arizona
$155M 2,331,157 +444,248 +24%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$137M 2,063,753 +121,534 +6%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$112M 1,682,314 +224,954 +15%
SWA
15
SFMG Wealth Advisors
Texas
$107M 1,620,072 -25,301 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$102M 1,538,389 +255,687 +20%
UBS Group
17
UBS Group
Switzerland
$102M 1,534,777 -115,294 -7%
MAM
18
Madison Asset Management
Wisconsin
$94.7M 1,427,903 +105,786 +8%
Kovitz Investment Group Partners
19
Kovitz Investment Group Partners
Illinois
$93.5M 1,410,061 -495,512 -26%
FCAS
20
First Command Advisory Services
Texas
$93.3M 1,407,120 -11,027,106 -89%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$86.7M 1,306,250 -10,946,595 -89%
EH
22
Equitable Holdings
New York
$82.4M 1,241,670 +153,990 +14%
AssetMark Inc
23
AssetMark Inc
California
$81.6M 1,230,328 +697,964 +131%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$78.4M 1,193,604 +427,386 +56%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$73.9M 1,113,410 +49,922 +5%
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