SPHQ icon

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 %
Mercer Global Advisors
301
Mercer Global Advisors
Colorado
$840K -$45.5K -686 -5%
EWA
302
EP Wealth Advisors
California
$839K -$83.9K -1,264 -9%
SW
303
SteelPeak Wealth
California
$833K -$489K -7,371 -37%
BPA
304
Beacon Pointe Advisors
California
$829K -$9.89K -149 -1%
IC
305
IEQ Capital
California
$823K – – –
WWA
306
Wingate Wealth Advisors
Massachusetts
$822K +$23.9K +360 +3%
TIM
307
Tortoise Investment Management
New York
$816K +$129K +1,950 +19%
KFI
308
Key Financial Inc
Pennsylvania
$813K +$42.3K +637 +5%
PTP
309
Platform Technology Partners
New York
$811K +$397K +5,977 +96%
MG
310
Mather Group
Illinois
$802K -$2.99K -45 -0.4%
EFA
311
Evernest Financial Advisors
Indiana
$799K – – –
CGA
312
Crescent Grove Advisors
Illinois
$798K -$139K -2,095 -15%
CWM
313
CarsonAllaria Wealth Management
Illinois
$791K – – –
NW
314
NewEdge Wealth
Pennsylvania
$783K +$433K +6,527 +124%
WWA
315
Wisconsin Wealth Advisors
Wisconsin
$763K +$763K +11,496 New
NL
316
NWAM LLC
Washington
$759K -$82.3K -1,240 -10%
TPA
317
Trivium Point Advisory
Connecticut
$756K +$14.4K +217 +2%
DFG
318
Dupree Financial Group
Kentucky
$741K +$66 +1 +0%
GEA
319
Glen Eagle Advisors
New Jersey
$732K -$148K -2,227 -17%
RFN
320
Redwood Financial Network
Ohio
$728K +$90.8K +1,369 +14%
HAS
321
HBW Advisory Services
California
$723K -$118K -1,781 -14%
US Bancorp
322
US Bancorp
Minnesota
$715K -$75.4K -1,136 -10%
SFS
323
Symphony Financial Services
Ohio
$715K +$7.76K +117 +1%
RWP
324
Ridgeline Wealth Planning
Ohio
$713K -$86.8K -1,309 -11%
DADC
325
D.A. Davidson & Co
Montana
$697K +$6.37K +96 +0.9%
11 12
13
14 15