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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
LCM
376
Lunt Capital Management
Utah
$699K +$5.34K +79 +0.8%
WWM
377
WJ Wealth Management
Arizona
$688K
Bank of Montreal
378
Bank of Montreal
Ontario, Canada
$677K +$8.93K +132 +1%
AWM
379
Activest Wealth Management
Florida
$674K +$640K +9,465 New
OW
380
Olistico Wealth
Oklahoma
$674K -$1.55K -23 -0.2%
VCA
381
Verdence Capital Advisors
Maryland
$664K +$68 +1 +0%
SIA
382
Strategic Investment Advisors
Michigan
$661K -$29.1K -430 -4%
ACA
383
Aspire Capital Advisors
Washington
$657K -$584K -8,634 -48%
OSAM
384
O'Shaughnessy Asset Management
Connecticut
$656K +$541K +8,001 +667%
IWC
385
Integrated Wealth Concepts
Massachusetts
$656K +$13K +192 +2%
RFA
386
Reyes Financial Architecture
California
$652K
OCM
387
One Capital Management
California
$650K +$41.2K +609 +7%
OAS
388
Optivise Advisory Services
Tennessee
$645K +$252K +3,722 +70%
HWP
389
Hibernia Wealth Partners
Louisiana
$644K +$225K +3,324 +58%
AWE
390
Avidian Wealth Enterprises
Texas
$640K -$3.45K -51 -0.6%
FWA
391
Flagship Wealth Advisors
Massachusetts
$635K
AWM
392
AE Wealth Management
Kansas
$628K +$147K +2,180 +33%
CFS
393
Commonwealth Financial Services
West Virginia
$628K +$596K +8,811 New
CGH
394
Crossmark Global Holdings
Texas
$622K -$70.1K -1,037 -11%
PA
395
Pinnacle Associates
New York
$617K -$33.5K -496 -5%
HAP
396
Harbor Asset Planning
Massachusetts
$607K +$576K +8,517 New
TWM
397
Trinity Wealth Management
Pennsylvania
$606K +$313K +4,627 +119%
CA
398
Clearstead Advisors
Ohio
$604K
DWM
399
Diversify Wealth Management
Utah
$599K +$288K +4,262 +106%
FFA
400
First Foundation Advisors
California
$595K +$5K +74 +0.9%

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.