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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 %
WTC
251
WhitTier Trust Company
Nevada
$1.24M – – –
HPC
252
HM Payson & Co
Maine
$1.24M -$203K -3,061 -14%
PFGIA
253
Patriot Financial Group Insurance Agency
Massachusetts
$1.24M +$329K +4,957 +36%
MCWS
254
McKinley Carter Wealth Services
West Virginia
$1.22M -$41.1K -620 -3%
SCM
255
Sage Capital Management
New Jersey
$1.22M -$16.4K -247 -1%
AF
256
Apollon Financial
South Carolina
$1.21M -$99.8K -1,504 -8%
SAM
257
Silvercrest Asset Management
New York
$1.2M +$6.37K +96 +0.5%
ACA
258
Aspire Capital Advisors
Washington
$1.18M -$657K -9,901 -36%
KA
259
Kovack Advisors
Florida
$1.18M -$33.2K -500 -3%
Envestnet Portfolio Solutions
260
Envestnet Portfolio Solutions
Illinois
$1.17M -$137K -2,058 -10%
AFG
261
Atomi Financial Group
New York
$1.15M +$827K +12,468 +256%
GJIA
262
Glass Jacobson Investment Advisors
Maryland
$1.13M – – –
GVAG
263
Great Valley Advisor Group
Delaware
$1.12M +$168K +2,532 +18%
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$1.11M -$144K -2,167 -11%
Financial Engines Advisors
265
Financial Engines Advisors
California
$1.11M -$1.99K -30 -0.2%
IRC
266
Investors Research Corp
Georgia
$1.05M +$80.1K +1,208 +8%
SCM
267
Stonehearth Capital Management
Massachusetts
$1.05M -$248K -3,733 -19%
HP
268
Holistic Planning
Texas
$1.05M – – –
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$1.04M +$718K +10,825 +225%
SWA
270
Stratos Wealth Advisors
Ohio
$1.03M -$32K -483 -3%
KIM
271
Kane Investment Management
California
$1.03M +$530K +7,982 +106%
OC
272
Oppenheimer & Co
New York
$1.02M +$4.84K +73 +0.5%
Brown Advisory
273
Brown Advisory
Maryland
$1.02M -$6.17K -93 -0.6%
LA
274
Legacy Advisors
Pennsylvania
$995K – – –
TCM
275
Tandem Capital Management
New Jersey
$993K +$40.8K +615 +4%
9 10
11
12 13