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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
FIA
326
Foundations Investment Advisors
Arizona
$936K -$14.7M -217,485 -94%
AMCA
327
Arthur M. Cohen & Associates
Illinois
$933K
IA
328
IFG Advisory
Georgia
$931K +$647K +9,561 +273%
KCP
329
Kera Capital Partners
California
$919K
BWG
330
Balanced Wealth Group
Ohio
$906K -$1.55K -23 -0.2%
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$886K -$217K -3,205 -20%
IC
332
IEQ Capital
California
$885K +$1.28K +19 +0.2%
CAAS
333
Capital Asset Advisory Services
Michigan
$881K -$59.6K -882 -7%
AWM
334
Axxcess Wealth Management
California
$876K -$59.6K -882 -7%
SW
335
SteelPeak Wealth
California
$875K -$18.9K -279 -2%
SW
336
SlateStone Wealth
Florida
$872K -$45.8K -677 -5%
RL
337
Retireful LLC
Michigan
$865K +$374K +5,526 +84%
EFA
338
Evernest Financial Advisors
Indiana
$859K
CGA
339
Crescent Grove Advisors
Illinois
$858K
RFN
340
Redwood Financial Network
Ohio
$855K +$69.4K +1,026 +9%
TWG
341
The Wealth Group
Minnesota
$850K +$807K +11,930 New
CWM
342
CarsonAllaria Wealth Management
Illinois
$850K
WIA
343
World Investment Advisors
California
$848K +$106K +1,561 +15%
Susquehanna International Group
344
Susquehanna International Group
Pennsylvania
$847K +$804K +11,882 New
CAS
345
Coppell Advisory Solutions
Texas
$838K -$552K -8,158 -41%
NL
346
NWAM LLC
Washington
$838K +$19.5K +289 +3%
SWA
347
Serenus Wealth Advisors
California
$832K +$83K +1,227 +12%
HAS
348
HBW Advisory Services
California
$826K +$47.4K +701 +6%
BWM
349
BCGM Wealth Management
Indiana
$818K -$105K -1,553 -12%
TPA
350
Trivium Point Advisory
Connecticut
$810K -$1.62K -24 -0.2%

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.