SPHQ icon

Invesco S&P 500 Quality ETF

660 hedge funds and large institutions have $9.94B invested in Invesco S&P 500 Quality ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 273 increasing their positions, 196 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.22M
Puts
$1.06M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
326
Sunbelt Securities
Texas
$958K
KWA
327
Kingswood Wealth Advisors
California
$953K
KCP
328
Kera Capital Partners
California
$945K
IC
329
IEQ Capital
California
$939K
OC
330
Oppenheimer & Co
New York
$939K
RPCA
331
Running Point Capital Advisors
California
$938K
Envestnet Portfolio Solutions
332
Envestnet Portfolio Solutions
Illinois
$929K
BWM
333
BCS Wealth Management
Tennessee
$917K
CAAS
334
Capital Asset Advisory Services
Michigan
$914K
AWM
335
Axxcess Wealth Management
California
$914K
RWP
336
Ridgeline Wealth Planning
Ohio
$914K
BWG
337
Balanced Wealth Group
Ohio
$911K
Brown Advisory
338
Brown Advisory
Maryland
$893K
Betterment LLC
339
Betterment LLC
New York
$892K
SW
340
SteelPeak Wealth
California
$884K
EFA
341
Evernest Financial Advisors
Indiana
$883K
CGA
342
Crescent Grove Advisors
Illinois
$882K
OIA
343
OneDigital Investment Advisors
Kansas
$877K
CWM
344
CarsonAllaria Wealth Management
Illinois
$874K
Bank of Montreal
345
Bank of Montreal
Ontario, Canada
$873K
BEI
346
Benjamin Edwards Inc
Missouri
$869K
YIH
347
Y-Intercept (HK)
Hong Kong
$856K
TIM
348
Tortoise Investment Management
New York
$855K
SW
349
SlateStone Wealth
Florida
$852K
NCM
350
Next Capital Management
New York
$851K