SPHQ icon

Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

656 hedge funds and large institutions have $9.26B invested in Invesco S&P 500 Quality ETF in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 262 increasing their positions, 181 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
+43
Holders Change %
+7.01%
% of All Funds
8.8%
Holding in Top 10
53
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.71%
New
99
Increased
262
Reduced
181
Closed
47
Calls
$485K
Puts
$955K
Net Calls
-$470K
Net Calls Change
-$570K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$659M
2
Raymond James Financial
Raymond James Financial
Florida
$276M
3
LPL Financial
LPL Financial
California
$810M
4
Wells Fargo
Wells Fargo
California
$306M
5
MCM
Mainstay Capital Management
Michigan
$95.9M

Top Sellers

1
TC
Trilogy Capital
California
$12.2M
2
BI
Ballast Inc
Kentucky
$0
3
ABWM
Alpine Bank Wealth Management
Colorado
$57.2M
4
KW
KWB Wealth
California
$0
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$90.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
351
Kraematon Investment Advisors
Massachusetts
$774K +$90.6K +1,271 +13%
CAG
352
Centerpoint Advisory Group
Kansas
$768K +$116K +1,625 +18%
CPIG
353
Chicago Partners Investment Group
Illinois
$749K +$95.2K +1,313 +15%
RWP
354
Ridgeline Wealth Planning
Ohio
$745K -$20.5K -287 -3%
SL
355
Sentinus LLC
Illinois
$745K +$745K +10,448 New
BPA
356
Beacon Pointe Advisors
California
$743K -$148K -2,071 -17%
HWM
357
HB Wealth Management
Georgia
$738K +$69.9K +981 +10%
GT
358
Glenview Trust
Kentucky
$738K +$6.98K +98 +1%
MS
359
Madden Securities
Texas
$733K -$706K -9,908 -49%
PC
360
Promus Capital
Illinois
$732K +$214 +3 +0%
BBWP
361
Beacon Bridge Wealth Partners
Pennsylvania
$725K +$67.7K +950 +10%
PA
362
PFG Advisors
Arizona
$723K +$7.91K +111 +1%
GEA
363
Glen Eagle Advisors
New Jersey
$722K -$64.6K -907 -8%
US Bancorp
364
US Bancorp
Minnesota
$719K -$49K -688 -6%
EFG
365
Ethos Financial Group
Pennsylvania
$717K +$717K +10,056 New
HBW
366
Hazlett, Burt & Watson
West Virginia
$714K +$18K +252 +3%
TIM
367
Tortoise Investment Management
New York
$713K -$164K -2,300 -19%
LCM
368
Lunt Capital Management
Utah
$699K +$5.63K +79 +0.8%
WWM
369
WJ Wealth Management
Arizona
$688K – – –
Bank of Montreal
370
Bank of Montreal
Ontario, Canada
$677K +$9.41K +132 +1%
AWM
371
Activest Wealth Management
Florida
$674K +$674K +9,465 New
OW
372
Olistico Wealth
Oklahoma
$674K -$1.64K -23 -0.2%
VCA
373
Verdence Capital Advisors
Maryland
$664K +$71 +1 +0%
SIA
374
Strategic Investment Advisors
Michigan
$661K -$30.6K -430 -4%
ACA
375
Aspire Capital Advisors
Washington
$657K -$615K -8,634 -48%
13 14
15
16 17