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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
LPL Financial
1
LPL Financial
California
$915M +$19.3M +248,502 +2%
Ameriprise
2
Ameriprise
Minnesota
$663M +$17.3M +222,789 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$592M +$163M +2,100,046 +36%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$553M -$121M -1,559,463 -18%
Morgan Stanley
5
Morgan Stanley
New York
$427M +$4.96M +63,784 +1%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$416M -$187M -2,408,588 -30%
Wells Fargo
7
Wells Fargo
California
$374M +$13.2M +169,552 +4%
Bank of America
8
Bank of America
North Carolina
$368M -$2.75M -35,392 -0.7%
HWA
9
Heritage Wealth Advisors
Virginia
$353M +$361M +4,636,549 +8,885%
Raymond James Financial
10
Raymond James Financial
Florida
$315M -$13.5M -174,150 -4%
VIA
11
Vantagepoint Investment Advisers
District of Columbia
$250M -$1.98M -25,474 -0.8%
Osaic Holdings
12
Osaic Holdings
Arizona
$188M -$601K -7,732 -0.3%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$183M +$26.4M +339,434 +16%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$164M -$33.7M -433,330 -17%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$157M -$16.9M -216,902 -9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$150M +$4.9M +63,066 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$147M -$65.7M -845,431 -30%
SWA
18
SFMG Wealth Advisors
Texas
$127M +$1.46M +18,817 +1%
UBS Group
19
UBS Group
Switzerland
$120M -$7.1M -91,291 -5%
FCAS
20
First Command Advisory Services
Texas
$108M -$2.23M -28,736 -2%
EH
21
Equitable Holdings
New York
$107M +$9.47M +121,740 +9%
Kovitz Investment Group Partners
22
Kovitz Investment Group Partners
Illinois
$102M +$27.1M +347,905 +35%
MAM
23
Madison Asset Management
Wisconsin
$96.4M -$6.22M -80,027 -6%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$92.6M -$434K -5,581 -0.5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$80.4M -$172K -2,217 -0.2%