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

Top Sellers

1
TC
1
Trilogy Capital
California
$12.2M
2
BI
2
Ballast Inc
Kentucky
$0
3
ABWM
3
Alpine Bank Wealth Management
Colorado
$57.2M
4
KW
4
KWB Wealth
California
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$90.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
376
O'Shaughnessy Asset Management
Connecticut
$656K +$570K +8,001 +667%
IWC
377
Integrated Wealth Concepts
Massachusetts
$656K +$13.7K +192 +2%
RFA
378
Reyes Financial Architecture
California
$652K – – –
OCM
379
One Capital Management
California
$650K +$43.4K +609 +7%
OAS
380
Optivise Advisory Services
Tennessee
$645K +$265K +3,722 +70%
HWP
381
Hibernia Wealth Partners
Louisiana
$644K +$237K +3,324 +58%
AWE
382
Avidian Wealth Enterprises
Texas
$640K -$3.63K -51 -0.6%
FWA
383
Flagship Wealth Advisors
Massachusetts
$635K – – –
AWM
384
AE Wealth Management
Kansas
$628K +$155K +2,180 +33%
CFS
385
Commonwealth Financial Services
West Virginia
$628K +$628K +8,811 New
CGH
386
Crossmark Global Holdings
Texas
$622K -$74K -1,037 -11%
PA
387
Pinnacle Associates
New York
$617K -$35.3K -496 -5%
HAP
388
Harbor Asset Planning
Massachusetts
$607K +$607K +8,517 New
TWM
389
Trinity Wealth Management
Pennsylvania
$606K +$330K +4,627 +119%
CA
390
Clearstead Advisors
Ohio
$604K – – –
DWM
391
Diversify Wealth Management
Utah
$599K +$309K +4,262 +106%
FFA
392
First Foundation Advisors
California
$595K +$5.27K +74 +0.9%
WCM
393
WealthBridge Capital Management
Ohio
$594K -$10.7K -150 -2%
SFA
394
Sequoia Financial Advisors
Ohio
$588K -$15K -210 -2%
AG
395
Ascent Group
Virginia
$584K -$44.9K -630 -7%
FEG
396
Fund Evaluation Group
Ohio
$572K +$572K +8,021 New
SC
397
Savant Capital
Illinois
$566K +$236K +3,314 +72%
BMCM
398
Bryn Mawr Capital Management
Pennsylvania
$556K -$4.49K -63 -0.8%
PFA
399
Plotkin Financial Advisors
Maryland
$554K – – –
PCH
400
PGIM Custom Harvest
New Jersey
$540K +$35.4K +497 +7%
14 15
16
17 18