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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
IDA
276
Intelligence Driven Advisers
California
$1.37M
Financial Engines Advisors
277
Financial Engines Advisors
California
$1.34M +$144K +2,125 +13%
HCP
278
Holt Capital Partners
Texas
$1.34M -$225K -3,320 -15%
WTC
279
WhitTier Trust Company
Nevada
$1.34M
SIC
280
Sage Investment Counsel
Tennessee
$1.34M +$849K +12,557 +203%
CFB
281
Cullen/Frost Bankers
Texas
$1.33M +$269K +3,984 +27%
KIM
282
Kane Investment Management
California
$1.32M +$199K +2,941 +19%
TC
283
TAGStone Capital
North Carolina
$1.29M +$914K +13,522 +306%
SAM
284
Silvercrest Asset Management
New York
$1.29M +$812 +12 +0.1%
KA
285
Kovack Advisors
Florida
$1.29M +$20.7K +306 +2%
SCM
286
Sage Capital Management
New Jersey
$1.28M -$25.3K -374 -2%
GWM
287
Geneos Wealth Management
Colorado
$1.27M -$3.69M -54,510 -75%
HPC
288
HM Payson & Co
Maine
$1.27M -$57.5K -850 -5%
IRC
289
Investors Research Corp
Georgia
$1.26M +$118K +1,749 +11%
AF
290
Apollon Financial
South Carolina
$1.25M -$42.1K -622 -3%
WS
291
Wedbush Securities
California
$1.25M -$109K -1,613 -8%
MHS
292
M Holdings Securities
Oregon
$1.23M +$1.17M +17,366 New
CWM
293
Congress Wealth Management
Massachusetts
$1.22M +$488K +7,216 +73%
BCG
294
Breakwater Capital Group
New Jersey
$1.21M +$169K +2,502 +17%
BCM
295
Beaumont Capital Management
Massachusetts
$1.21M +$558K +8,244 +94%
NAM
296
NorthCrest Asset Manangement
Minnesota
$1.19M +$215K +3,181 +24%
5W
297
5T Wealth
California
$1.18M -$729K -10,773 -40%
SWA
298
Stratos Wealth Advisors
Ohio
$1.16M +$45K +665 +4%
EWA
299
EP Wealth Advisors
California
$1.12M +$210K +3,107 +25%
HP
300
Holistic Planning
Texas
$1.12M -$5.41K -80 -0.5%

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.