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Invesco S&P 500 Quality ETF

676 hedge funds and large institutions have $9.97B invested in Invesco S&P 500 Quality ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 279 increasing their positions, 199 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 47

40% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 199

14% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $1.06M

6% more capital invested

Capital invested by funds: $9.36B → $9.97B (+$609M)

1% more funds holding

Funds holding: 669676 (+7)

0.58% less ownership

Funds ownership: 66.56%65.98% (-0.58%)

13% less funds holding in top 10

Funds holding in top 10: 5447 (-7)

Holders
676
Holders Change
+7
Holders Change %
+1.05%
% of All Funds
8.87%
Holding in Top 10
47
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.96%
% of All Funds
0.62%
New
67
Increased
279
Reduced
199
Closed
47
Calls
$1.22M
Puts
$1.06M
Net Calls
+$154K
Net Calls Change
+$624K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$961M +$126M +1,741,919 +15%
Ameriprise
2
Ameriprise
Minnesota
$644M -$33.4M -463,345 -5%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$617M +$26.8M +370,859 +5%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$565M +$14.5M +200,729 +3%
Morgan Stanley
5
Morgan Stanley
New York
$450M -$37.2M -515,280 -8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$375M -$10.6M -147,397 -3%
Wells Fargo
7
Wells Fargo
California
$353M +$38M +525,809 +12%
Bank of America
8
Bank of America
North Carolina
$345M +$25.2M +349,166 +8%
Raymond James Financial
9
Raymond James Financial
Florida
$328M +$43.6M +603,848 +16%
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$285M -$26.3M -363,919 -9%
VIA
11
Vantagepoint Investment Advisers
District of Columbia
$245M +$242M +3,347,138 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$212M +$75.1M +1,039,995 +56%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$199M +$3.82M +52,876 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$187M +$2.75M +38,077 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$185M -$17.3M -239,677 -9%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$166M +$30.7M +425,918 +23%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$134M +$18.9M +261,985 +17%
UBS Group
18
UBS Group
Switzerland
$123M -$386K -5,354 -0.3%
SWA
19
SFMG Wealth Advisors
Texas
$121M +$1.5M +20,829 +1%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$117M +$18.9M +261,337 +20%
FCAS
21
First Command Advisory Services
Texas
$107M +$1.2M +16,648 +1%
MAM
22
Madison Asset Management
Wisconsin
$106M +$3.02M +41,781 +3%
EH
23
Equitable Holdings
New York
$96.4M -$336K -4,650 -0.4%
Kovitz Investment Group Partners
24
Kovitz Investment Group Partners
Illinois
$87.7M -$23.1M -320,128 -21%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$86.3M -$7.02M -97,229 -8%