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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
LPL Financial
1
LPL Financial
California
$894M -$88.8M -1,195,544 -9%
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$669M +$36.9M +496,439 +6%
Ameriprise
3
Ameriprise
Minnesota
$645M -$13.9M -186,905 -2%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$612M +$18.9M +253,950 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$433M +$49M +660,070 +13%
Morgan Stanley
6
Morgan Stanley
New York
$421M -$39.6M -533,248 -9%
Bank of America
7
Bank of America
North Carolina
$370M +$16.2M +218,520 +5%
Wells Fargo
8
Wells Fargo
California
$360M -$1.73M -23,348 -0.5%
Raymond James Financial
9
Raymond James Financial
Florida
$328M -$7.73M -104,145 -2%
VIA
10
Vantagepoint Investment Advisers
District of Columbia
$251M
Bank of New York Mellon
11
Bank of New York Mellon
New York
$210M +$5.97M +80,335 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$196M +$5.17M +69,645 +3%
Osaic Holdings
13
Osaic Holdings
Arizona
$188M -$3.55M -47,790 -2%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$173M +$2.86M +38,453 +2%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$160M +$21.6M +290,336 +16%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$145M -$71.1M -957,541 -33%
UBS Group
17
UBS Group
Switzerland
$127M +$1.27M +17,113 +1%
SWA
18
SFMG Wealth Advisors
Texas
$125M +$1.23M +16,565 +1%
FCAS
19
First Command Advisory Services
Texas
$110M +$8.39K +113 +0%
MAM
20
Madison Asset Management
Wisconsin
$102M -$6.43M -86,577 -6%
EH
21
Equitable Holdings
New York
$98.3M -$449K -6,040 -0.5%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$92.9M -$26.3M -353,999 -22%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$80.4M -$7.88M -106,133 -9%
Kovitz Investment Group Partners
24
Kovitz Investment Group Partners
Illinois
$75.2M -$14.4M -194,260 -16%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$73.1M -$14.7M -198,146 -17%