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Invesco S&P 500 Quality ETF
SPHQ

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.

New
Increased
Maintained
Reduced
Closed
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
Ameriprise
Minnesota
+$115M
2
LPL Financial
LPL Financial
California
+$88M
3
Morgan Stanley
Morgan Stanley
New York
+$62.8M
4
Raymond James Financial
Raymond James Financial
Florida
+$59.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$46.4M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$732M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$726M
3
IAA
Independent Advisor Alliance
North Carolina
-$84.3M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$34.7M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$32.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCG
226
Weaver Consulting Group
California
$1.64M +$57.9K +873 +4%
MW
227
Members Wealth
Pennsylvania
$1.61M +$362K +5,459 +29%
PW
228
Potentia Wealth
California
$1.61M +$591K +8,903 +58%
Citigroup
229
Citigroup
New York
$1.59M +$609K +9,173 +62%
GIA
230
Gladstone Institutional Advisory
Florida
$1.55M +$1.39K +21 +0.1%
HWA
231
HHM Wealth Advisors
Tennessee
$1.54M – – –
HAG
232
HF Advisory Group
Maryland
$1.54M +$60.1K +906 +4%
CAG
233
Csenge Advisory Group
Florida
$1.53M +$627K +9,947 +69%
Citadel Advisors
234
Citadel Advisors
Florida
$1.53M -$924K -13,922 -38%
DC
235
Davenport & Co
Virginia
$1.5M +$845K +12,733 +128%
HCP
236
Holt Capital Partners
Texas
$1.47M +$218K +3,290 +17%
PP
237
Prudential plc
United Kingdom
$1.46M +$1.46M +22,000 New
SVCP
238
Silicon Valley Capital Partners
California
$1.44M -$61.3K -933 -4%
VA
239
VestGen Advisors
Illinois
$1.43M +$1.43M +21,498 New
SPC
240
Sigma Planning Corp
Michigan
$1.41M +$187K +2,819 +15%
SA
241
Sovran Advisors
California
$1.38M +$501K +7,957 +57%
CFG
242
Citizens Financial Group
Rhode Island
$1.36M +$1.13M +17,101 +496%
SCM
243
Steele Capital Management
Iowa
$1.34M +$4.05K +61 +0.3%
MS
244
Madden Securities
Texas
$1.34M – – –
CAS
245
Coppell Advisory Solutions
Texas
$1.32M +$1.29M +19,581 +4,764%
ASN
246
Advisory Services Network
Georgia
$1.29M +$48.1K +725 +4%
IDA
247
Intelligence Driven Advisers
California
$1.28M – – –
VWA
248
Visionary Wealth Advisors
Illinois
$1.28M +$284K +4,288 +29%
SWA
249
Sax Wealth Advisors
New Jersey
$1.27M +$1.27M +19,170 New
WS
250
Wedbush Securities
California
$1.27M -$13.7K -207 -1%
8 9
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