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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
S
301
SignatureFD
Georgia
$1.12M +$1.06M +15,716 New
SCM
302
Stonehearth Capital Management
Massachusetts
$1.12M -$11.7K -173 -1%
Brown Advisory
303
Brown Advisory
Maryland
$1.11M +$11.2K +166 +1%
CIBC Private Wealth Group
304
CIBC Private Wealth Group
Georgia
$1.1M
TSMHT
305
Thurston Springer Miller Herd & Titak
Indiana
$1.09M +$698K +10,318 +207%
WWA
306
Wingate Wealth Advisors
Massachusetts
$1.07M +$176K +2,602 +21%
Northern Trust
307
Northern Trust
Illinois
$1.06M
DWA
308
Delta Wealth Advisors
Indiana
$1.06M +$151K +2,232 +18%
BTD
309
BankPlus Trust Department
Mississippi
$1.06M
TCM
310
Tandem Capital Management
New Jersey
$1.06M -$11.5K -170 -1%
SFG
311
Seamount Financial Group
Colorado
$1.05M +$51.9K +767 +6%
OC
312
Oppenheimer & Co
New York
$1.04M -$50.5K -747 -5%
AFG
313
Atomi Financial Group
New York
$1.04M -$184K -2,722 -16%
NCM
314
Next Capital Management
New York
$1.04M +$677K +10,013 +217%
Mercer Global Advisors
315
Mercer Global Advisors
Colorado
$1.04M +$132K +1,945 +15%
AFP
316
Ausdal Financial Partners
Iowa
$1.03M +$323K +4,777 +50%
ACM
317
Advance Capital Management
Michigan
$1.01M +$306K +4,521 +47%
WT
318
Whittier Trust
California
$1.01M
LFAS
319
Level Four Advisory Services
Texas
$996K -$11.8K -174 -1%
KWA
320
Kingswood Wealth Advisors
California
$991K
CW
321
CreativeOne Wealth
Kansas
$975K +$437K +6,460 +89%
PWM
322
Perigon Wealth Management
California
$953K +$23.3K +345 +3%
RPCA
323
Running Point Capital Advisors
California
$950K +$40K +591 +5%
WA
324
WESPAC Advisors
California
$943K +$1.62K +24 +0.2%
KFI
325
Key Financial Inc
Pennsylvania
$941K +$64.5K +954 +8%

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.