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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 %
CW
376
CreativeOne Wealth
Kansas
$479K +$479K +7,220 New
PCIA
377
Prime Capital Investment Advisors
Kansas
$475K +$258K +3,894 +119%
MSAM
378
Moloney Securities Asset Management
Missouri
$471K +$7.43K +112 +2%
PCH
379
PGIM Custom Harvest
New Jersey
$469K – – –
CWM
380
Collaborative Wealth Management
Florida
$466K -$105K -1,581 -18%
SAM
381
Secure Asset Management
Michigan
$456K +$17.7K +267 +4%
Betterment LLC
382
Betterment LLC
New York
$454K +$164K +2,468 +56%
BCA
383
Bay Colony Advisors
Massachusetts
$452K +$1.71K +26 +0.4%
EWA
384
EverSource Wealth Advisors
Alabama
$450K -$1.52M -22,983 -77%
AIC
385
Argus Investors Counsel
New York
$450K +$20.6K +310 +5%
SP
386
Sequent Planning
Nebraska
$449K -$235K -3,538 -34%
MWM
387
Mission Wealth Management
California
$449K +$79.1K +1,193 +21%
AWM
388
AE Wealth Management
Kansas
$440K +$79.1K +1,192 +22%
SWM
389
Spire Wealth Management
Virginia
$440K -$10.2K -154 -2%
IA
390
IFP Advisors
Florida
$438K -$313K -4,713 -42%
QCM
391
Quantinno Capital Management
New York
$437K +$437K +6,590 New
JSW
392
Journey Strategic Wealth
New Jersey
$437K +$437K +6,580 New
RL
393
Retireful LLC
Michigan
$434K -$316K -4,801 -42%
STA
394
Summit Trail Advisors
New York
$427K +$228K +3,435 +115%
1WM
395
1900 Wealth Management
Texas
$424K – – –
SAG
396
SageView Advisory Group
California
$422K -$226K -3,402 -35%
TNA
397
True North Advisors
Texas
$416K +$416K +6,278 New
TSS
398
Two Sigma Securities
New York
$414K +$414K +6,234 New
ISFAN
399
Investor's Fiduciary Advisor Network
Washington
$413K – – –
SIC
400
Sage Investment Counsel
Tennessee
$410K +$122K +1,842 +42%
14 15
16
17 18