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 %
AIA
401
AssuredPartners Investment Advisors
Florida
$537K -$1.93M -27,062 -78%
BWM
402
BCS Wealth Management
Tennessee
$530K +$170K +2,389 +47%
HIM
403
Hanlon Investment Management
New Jersey
$530K -$14.5K -203 -3%
FCH
404
Freestone Capital Holdings
Washington
$529K -$17.6K -247 -3%
WFS
405
WealthGarden F.S.
California
$527K +$527K +7,381 New
OP
406
ORG Partners
Indiana
$523K – – –
TWM
407
TCFG Wealth Management
California
$514K -$24.7K -346 -5%
MSAM
408
Moloney Securities Asset Management
Missouri
$504K -$2.07K -29 -0.4%
QCM
409
Quantinno Capital Management
New York
$504K +$34.2K +480 +7%
SCM
410
Sebold Capital Management
Illinois
$502K +$502K +7,049 New
SP
411
Sequent Planning
Nebraska
$501K +$18.5K +260 +4%
SAM
412
Secure Asset Management
Michigan
$496K +$5.84K +82 +1%
CWM
413
Collaborative Wealth Management
Florida
$495K -$5.49K -77 -1%
STA
414
Summit Trail Advisors
New York
$494K +$35.6K +500 +8%
BJL
415
Brighton Jones LLC
Washington
$492K +$195K +2,735 +65%
D.E. Shaw & Co
416
D.E. Shaw & Co
New York
$488K +$488K +6,847 New
SFS
417
Sowell Financial Services
Arkansas
$484K -$53.4K -750 -10%
AIC
418
Argus Investors Counsel
New York
$483K – – –
MWM
419
Mission Wealth Management
California
$482K -$214 -3 -0%
EWA
420
EverSource Wealth Advisors
Alabama
$477K -$6.06K -85 -1%
CPRC
421
Consolidated Portfolio Review Corp
New York
$477K +$477K +6,694 New
PFS
422
Prospera Financial Services
Texas
$473K -$130K -1,825 -22%
BCA
423
Bay Colony Advisors
Massachusetts
$470K -$20.2K -283 -4%
1WM
424
1900 Wealth Management
Texas
$456K +$71 +1 +0%
SAG
425
SageView Advisory Group
California
$453K -$9.09K -125 -2%
15 16
17
18 19