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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
VWA
251
Visionary Wealth Advisors
Illinois
$1.63M +$249K +3,679 +19%
HAG
252
HF Advisory Group
Maryland
$1.63M -$25K -369 -2%
IAIM
253
International Assets Investment Management
Florida
$1.62M -$141K -2,086 -8%
MG
254
Mather Group
Illinois
$1.62M +$716K +10,581 +88%
P
255
&Partners
Tennessee
$1.61M -$706K -10,432 -32%
HWA
256
HHM Wealth Advisors
Tennessee
$1.6M -$54.8K -810 -3%
VAG
257
VisionPoint Advisory Group
Texas
$1.55M +$1.47M +21,806 New
SF
258
Synovus Financial
Georgia
$1.55M +$508K +7,506 +53%
PTP
259
Platform Technology Partners
New York
$1.55M +$645K +9,540 +78%
TSWM
260
Tyler-Stone Wealth Management
Ohio
$1.55M +$1.47M +21,720 New
GJIA
261
Glass Jacobson Investment Advisors
Maryland
$1.54M +$319K +4,722 +28%
VA
262
VestGen Advisors
Illinois
$1.53M +$1.08K +16 +0.1%
ASN
263
Advisory Services Network
Georgia
$1.53M +$131K +1,944 +10%
DADC
264
D.A. Davidson & Co
Montana
$1.52M +$737K +10,894 +104%
VWWMG
265
Vermillion & White Wealth Management Group
Pennsylvania
$1.52M +$1.44M +21,339 New
SVCP
266
Silicon Valley Capital Partners
California
$1.52M -$46.9K -693 -3%
BNMT
267
Bawa N Mallick Trust
New York
$1.5M
Tudor Investment Corp
268
Tudor Investment Corp
Connecticut
$1.48M +$1.4M +20,759 New
EFL
269
ERn Financial LLC
Wisconsin
$1.46M -$2.81M -41,567 -67%
BW
270
Basepoint Wealth
Iowa
$1.45M +$1.55K +23 +0.1%
SSWM
271
Sheets Smith Wealth Management
North Carolina
$1.45M +$1.37M +20,298 New
SCM
272
Steele Capital Management
Iowa
$1.44M +$3.18K +47 +0.2%
PFGIA
273
Patriot Financial Group Insurance Agency
Massachusetts
$1.43M +$93.2K +1,378 +7%
GVAG
274
Great Valley Advisor Group
Delaware
$1.38M +$169K +2,501 +15%
CCA
275
Childress Capital Advisors
Texas
$1.38M +$1.31M +19,337 New

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.