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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 %
CAG
351
Centerpoint Advisory Group
Kansas
$607K +$607K +9,149 New
PA
352
Pinnacle Associates
New York
$607K +$2.92K +44 +0.5%
CPIG
353
Chicago Partners Investment Group
Illinois
$606K +$606K +9,017 New
AWE
354
Avidian Wealth Enterprises
Texas
$599K +$23.6K +356 +4%
IWC
355
Integrated Wealth Concepts
Massachusetts
$598K -$51.8K -781 -8%
FWA
356
Flagship Wealth Advisors
Massachusetts
$591K +$591K +8,906 New
AG
357
Ascent Group
Virginia
$585K +$585K +8,822 New
BCM
358
Beaumont Capital Management
Massachusetts
$579K +$284K +4,278 +96%
OCM
359
One Capital Management
California
$565K -$20.6M -310,309 -97%
WCM
360
WealthBridge Capital Management
Ohio
$563K +$531 +8 +0.1%
CA
361
Clearstead Advisors
Ohio
$563K – – –
SFA
362
Sequoia Financial Advisors
Ohio
$561K +$13.5K +204 +2%
PFS
363
Prospera Financial Services
Texas
$561K -$358K -5,398 -39%
GS
364
GWN Securities
Florida
$561K +$561K +8,108 New
DWM
365
Denver Wealth Management
Colorado
$554K +$81.3K +1,225 +17%
FFA
366
First Foundation Advisors
California
$549K +$549K +8,269 New
BMCM
367
Bryn Mawr Capital Management
Pennsylvania
$522K +$4.18K +63 +0.8%
PFA
368
Plotkin Financial Advisors
Maryland
$516K – – –
SG
369
StoneX Group
New York
$513K -$149K -2,240 -22%
FCH
370
Freestone Capital Holdings
Washington
$509K – – –
HIM
371
Hanlon Investment Management
New Jersey
$507K +$182K +2,740 +56%
TWM
372
TCFG Wealth Management
California
$502K +$3.91K +59 +0.8%
SFS
373
Sowell Financial Services
Arkansas
$501K +$501K +7,545 New
LHC
374
Little House Capital
Massachusetts
$496K +$496K +7,470 New
OP
375
ORG Partners
Indiana
$483K -$47.5K -718 -9%
13 14
15
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