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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 %
SWA
326
Serenus Wealth Advisors
California
$693K +$53.4K +805 +8%
WIA
327
World Investment Advisors
California
$686K +$1.39K +21 +0.2%
CCM
328
Crew Capital Management
Ohio
$683K +$290K +4,364 +74%
PC
329
Promus Capital
Illinois
$681K +$52K +784 +8%
GT
330
Glenview Trust
Kentucky
$681K -$20.2K -305 -3%
PA
331
PFG Advisors
Arizona
$666K -$103K -1,547 -13%
BCM
332
Brookstone Capital Management
Illinois
$663K -$40.3K -607 -6%
Jane Street
333
Jane Street
New York
$659K +$149K +2,248 +29%
CWM
334
Congress Wealth Management
Massachusetts
$658K +$658K +9,906 New
HBW
335
Hazlett, Burt & Watson
West Virginia
$646K +$41.8K +632 +7%
CGH
336
Crossmark Global Holdings
Texas
$646K +$646K +9,747 New
LCM
337
Lunt Capital Management
Utah
$645K – – –
SIA
338
Strategic Investment Advisors
Michigan
$644K -$51.6K -778 -7%
ACM
339
Advance Capital Management
Michigan
$643K +$89.8K +1,354 +16%
WWM
340
WJ Wealth Management
Arizona
$641K – – –
AFP
341
Ausdal Financial Partners
Iowa
$640K +$640K +9,644 New
AWA
342
Alta Wealth Advisors
Massachusetts
$638K +$663 +10 +0.1%
KIA
343
Kraematon Investment Advisors
Massachusetts
$636K +$82.3K +1,241 +15%
OW
344
Olistico Wealth
Oklahoma
$629K – – –
HWM
345
HB Wealth Management
Georgia
$622K +$622K +9,381 New
Bank of Montreal
346
Bank of Montreal
Ontario, Canada
$622K +$597 +9 +0.1%
RIS
347
Richmond Investment Services
Wisconsin
$619K +$119K +1,787 +24%
VCA
348
Verdence Capital Advisors
Maryland
$618K +$66 +1 +0%
BBWP
349
Beacon Bridge Wealth Partners
Pennsylvania
$612K +$200K +3,013 +49%
RFA
350
Reyes Financial Architecture
California
$607K – – –
12 13
14
15 16