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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 %
Northern Trust
276
Northern Trust
Illinois
$990K – – –
BTD
277
BankPlus Trust Department
Mississippi
$987K – – –
CFB
278
Cullen/Frost Bankers
Texas
$970K +$404K +6,089 +71%
BCG
279
Breakwater Capital Group
New Jersey
$961K +$211K +3,176 +28%
SF
280
Synovus Financial
Georgia
$947K -$151K -2,279 -14%
WT
281
Whittier Trust
California
$942K – – –
LFAS
282
Level Four Advisory Services
Texas
$938K +$171K +2,584 +22%
ECA
283
Elevation Capital Advisory
Oregon
$933K +$681K +10,262 +270%
FFA
284
Fragasso Financial Advisors
Pennsylvania
$928K +$91.6K +1,380 +11%
KWA
285
Kingswood Wealth Advisors
California
$923K -$5.31K -80 -0.6%
SFG
286
Seamount Financial Group
Colorado
$922K -$30.7K -463 -3%
CIBC Private Wealth Group
287
CIBC Private Wealth Group
Georgia
$912K -$1.78K -30 -0.2%
NAM
288
NorthCrest Asset Manangement
Minnesota
$886K +$408K +6,157 +85%
FCM
289
Family Capital Management
Michigan
$882K +$642K +9,670 +266%
WA
290
WESPAC Advisors
California
$877K +$24.4K +368 +3%
EF
291
Empowered Funds
Pennsylvania
$875K +$875K +13,195 New
CAAS
292
Capital Asset Advisory Services
Michigan
$875K – – –
AWM
293
Axxcess Wealth Management
California
$874K +$464 +7 +0.1%
AMCA
294
Arthur M. Cohen & Associates
Illinois
$868K – – –
PWM
295
Perigon Wealth Management
California
$864K +$461K +6,955 +114%
BWM
296
BCGM Wealth Management
Indiana
$864K -$39.8K -600 -4%
SW
297
SlateStone Wealth
Florida
$857K -$35.1K -529 -4%
KCP
298
Kera Capital Partners
California
$855K – – –
RPCA
299
Running Point Capital Advisors
California
$845K – – –
BWG
300
Balanced Wealth Group
Ohio
$844K +$398 +6 +0%
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