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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 %
CG
401
CFO4Life Group
Texas
$408K – – –
GAA
402
Guardian Asset Advisors
Pennsylvania
$405K +$3.78K +57 +0.9%
IFPG
403
Intrepid Financial Planning Group
Indiana
$396K – – –
BlackRock
404
BlackRock
New York
$389K – – –
AQR Capital Management
405
AQR Capital Management
Connecticut
$388K +$132K +1,983 +51%
ATPW
406
Ashton Thomas Private Wealth
Arizona
$388K +$388K +5,852 New
BOM
407
Bank of Marin
California
$384K +$26.8K +404 +7%
AUIM
408
Aegon USA Investment Management
Iowa
$380K – – –
HWP
409
Hibernia Wealth Partners
Louisiana
$379K -$261K -3,932 -41%
WF
410
WoodTrust Financial
Wisconsin
$378K +$18.4K +277 +5%
WCP
411
Wick Capital Partners
Pennsylvania
$378K – – –
PCM
412
Parsons Capital Management
Rhode Island
$378K -$39.3K -593 -9%
TF
413
Trek Financial
Arizona
$377K +$11.2K +169 +3%
BFC
414
Bedel Financial Consulting
Indiana
$375K +$375K +5,634 New
NG
415
Novem Group
New York
$375K +$796 +12 +0.2%
MPWT
416
MassMutual Private Wealth & Trust
Connecticut
$371K +$54.5K +822 +17%
AI
417
Atria Investments
North Carolina
$371K -$762K -11,490 -67%
SAW
418
Signal Advisors Wealth
Michigan
$370K -$54.8K -826 -13%
ACA
419
Aptus Capital Advisors
Alabama
$370K -$83.4K -1,257 -18%
GWP
420
Gateway Wealth Partners
Wisconsin
$368K +$10.1K +152 +3%
FSA
421
Financial Services Advisory
Maryland
$367K -$23.9K -361 -6%
BFO
422
Biltmore Family Office
North Carolina
$365K – – –
GTAM
423
Global Trust Asset Management
Florida
$363K +$99.5K +1,500 +38%
BAM
424
Belpointe Asset Management
Nevada
$358K +$358K +5,396 New
RCA
425
Runnymede Capital Advisors
Ohio
$357K -$13.3K -200 -4%
15 16
17
18 19