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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

656 hedge funds and large institutions have $9.26B invested in Invesco S&P 500 Quality ETF in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 262 increasing their positions, 181 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
+43
Holders Change %
+7.01%
% of All Funds
8.8%
Holding in Top 10
53
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.71%
New
99
Increased
262
Reduced
181
Closed
47
Calls
$485K
Puts
$955K
Net Calls
-$470K
Net Calls Change
-$570K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$659M
2
Raymond James Financial
Raymond James Financial
Florida
$276M
3
LPL Financial
LPL Financial
California
$810M
4
Wells Fargo
Wells Fargo
California
$306M
5
MCM
Mainstay Capital Management
Michigan
$95.9M

Top Sellers

1
TC
Trilogy Capital
California
$12.2M
2
BI
Ballast Inc
Kentucky
$0
3
ABWM
Alpine Bank Wealth Management
Colorado
$57.2M
4
KW
KWB Wealth
California
$0
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$90.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTD
301
BankPlus Trust Department
Mississippi
$1.06M – – –
TCM
302
Tandem Capital Management
New Jersey
$1.06M -$12.1K -170 -1%
SFG
303
Seamount Financial Group
Colorado
$1.05M +$54.7K +767 +6%
OC
304
Oppenheimer & Co
New York
$1.04M -$53.2K -747 -5%
AFG
305
Atomi Financial Group
New York
$1.04M -$194K -2,722 -16%
NCM
306
Next Capital Management
New York
$1.04M +$714K +10,013 +217%
Mercer Global Advisors
307
Mercer Global Advisors
Colorado
$1.04M +$139K +1,945 +15%
AFP
308
Ausdal Financial Partners
Iowa
$1.03M +$340K +4,777 +50%
ACM
309
Advance Capital Management
Michigan
$1.01M +$322K +4,521 +47%
WT
310
Whittier Trust
California
$1.01M – – –
LFAS
311
Level Four Advisory Services
Texas
$996K -$12.4K -174 -1%
KWA
312
Kingswood Wealth Advisors
California
$991K – – –
CW
313
CreativeOne Wealth
Kansas
$975K +$460K +6,460 +89%
PWM
314
Perigon Wealth Management
California
$953K +$24.6K +345 +3%
RPCA
315
Running Point Capital Advisors
California
$950K +$42.1K +591 +5%
WA
316
WESPAC Advisors
California
$943K +$1.71K +24 +0.2%
KFI
317
Key Financial Inc
Pennsylvania
$941K +$68K +954 +8%
FIA
318
Foundations Investment Advisors
Arizona
$936K -$15.5M -217,485 -94%
AMCA
319
Arthur M. Cohen & Associates
Illinois
$933K – – –
IA
320
IFG Advisory
Georgia
$931K +$681K +9,561 +273%
KCP
321
Kera Capital Partners
California
$919K – – –
BWG
322
Balanced Wealth Group
Ohio
$906K -$1.64K -23 -0.2%
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$886K -$228K -3,205 -20%
IC
324
IEQ Capital
California
$885K +$1.35K +19 +0.2%
CAAS
325
Capital Asset Advisory Services
Michigan
$881K -$63.2K -882 -7%
11 12
13
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