We are live on ! Find out more
SPHQ icon

Invesco S&P 500 Quality ETF

669 hedge funds and large institutions have $9.36B invested in Invesco S&P 500 Quality ETF in 2025 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 267 increasing their positions, 184 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 48

45% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 184

21% more capital invested

Capital invested by funds: $7.75B → $9.36B (+$1.61B)

7% more funds holding

Funds holding: 623669 (+46)

2% more funds holding in top 10

Funds holding in top 10: 5354 (+1)

0.84% more ownership

Funds ownership: 65.72%66.56% (+0.84%)

49% less call options, than puts

Call options by funds: $485K | Put options by funds: $955K

Holders
669
Holders Change
+46
Holders Change %
+7.38%
% of All Funds
8.81%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.71%
New
100
Increased
267
Reduced
184
Closed
48
Calls
$485K
Puts
$955K
Net Calls
-$470K
Net Calls Change
-$570K
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
226
Fragasso Financial Advisors
Pennsylvania
$2.25M +$1.19M +17,535 +125%
WWA
227
Wisconsin Wealth Advisors
Wisconsin
$2.22M +$1.33M +19,721 +172%
GIA
228
GHP Investment Advisors
Colorado
$2.22M -$24.8K -367 -1%
SWM
229
Sagace Wealth Management
Florida
$2.15M -$528K -7,801 -21%
TWC
230
TD Waterhouse Canada
Ontario, Canada
$2.14M -$146K -2,161 -7%
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$2.14M +$97.9K +1,448 +5%
CAL
232
Capital Advisors Ltd
Ohio
$2.05M -$9.67K -143 -0.5%
IFWM
233
Institute for Wealth Management
Colorado
$2.02M -$11.7K -173 -0.6%
LFA
234
Legacy Financial Advisors
Kentucky
$2M -$78.4K -1,159 -4%
DWM
235
Denver Wealth Management
Colorado
$1.99M +$1.33M +19,608 +235%
FA
236
Fiduciary Alliance
South Carolina
$1.98M +$202K +2,987 +12%
CFG
237
Citizens Financial Group
Rhode Island
$1.95M +$462K +6,828 +33%
TCWM
238
Total Clarity Wealth Management
Illinois
$1.94M +$1.54M +22,697 +495%
FCM
239
Family Capital Management
Michigan
$1.92M +$921K +13,616 +102%
BB
240
Bell Bank
North Dakota
$1.87M +$108K +1,599 +6%
RIS
241
Richmond Investment Services
Wisconsin
$1.87M +$1.14M +16,923 +181%
MF
242
Meridian Financial
Massachusetts
$1.87M +$47.5K +702 +3%
GG
243
Greenwood Gearhart
Arkansas
$1.79M -$560K -8,280 -25%
RFA
244
Resurgent Financial Advisors
Georgia
$1.78M -$67K -991 -4%
DC
245
Davenport & Co
Virginia
$1.75M +$133K +1,963 +9%
Citigroup
246
Citigroup
New York
$1.72M +$17.5K +259 +1%
PFG
247
PAX Financial Group
Texas
$1.72M -$227K -3,352 -12%
CAG
248
Csenge Advisory Group
Florida
$1.71M -$1.35K -20 -0.1%
GIA
249
Gladstone Institutional Advisory
Florida
$1.65M -$14.6K -216 -0.9%
DI
250
Disciplined Investors
Texas
$1.65M +$1.25M +18,539 +399%

SPHQ Hedge Fund Activity: Q2 2025 in Review

669 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Quality ETF (SPHQ) for Q2 2025, worth a combined $9.36B — up 21% from $7.75B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new SPHQ positions and 48 closed out — a net gain of 52 holders — while 267 added to existing stakes and 184 trimmed.

The largest buyer was Ameriprise, adding an estimated $253M. The largest seller was Trilogy Capital, cutting an estimated $55.6M.

  • 669 institutional investors held Invesco S&P 500 Quality ETF (SPHQ) as of Q2 2025, up from 623 in Q1 2025.
  • Funds reported $9.36B of Invesco S&P 500 Quality ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 100 funds opened new Invesco S&P 500 Quality ETF positions in Q2 2025 and 48 closed out, a net change of +52 holders.
  • The largest Invesco S&P 500 Quality ETF buyer in Q2 2025 was Ameriprise, an estimated $253M added.
  • The largest Invesco S&P 500 Quality ETF seller in Q2 2025 was Trilogy Capital, an estimated $55.6M sold.

Based on aggregated 13F filings for Q2 2025.