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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
WCM
401
WealthBridge Capital Management
Ohio
$594K -$10.1K -150 -2%
SFA
402
Sequoia Financial Advisors
Ohio
$588K -$14.2K -210 -2%
AG
403
Ascent Group
Virginia
$584K -$42.6K -630 -7%
FEG
404
Fund Evaluation Group
Ohio
$572K +$542K +8,021 New
BMCM
405
Bryn Mawr Capital Management
Pennsylvania
$556K -$4.26K -63 -0.8%
PFA
406
Plotkin Financial Advisors
Maryland
$554K
SC
407
Savant Capital
Illinois
$542K +$224K +3,314 +77%
PCH
408
PGIM Custom Harvest
New Jersey
$540K +$33.6K +497 +7%
AIA
409
AssuredPartners Investment Advisors
Florida
$537K -$1.83M -27,062 -78%
BWM
410
BCS Wealth Management
Tennessee
$530K +$162K +2,389 +47%
HIM
411
Hanlon Investment Management
New Jersey
$530K -$13.7K -203 -3%
FCH
412
Freestone Capital Holdings
Washington
$529K -$16.7K -247 -3%
WFS
413
WealthGarden F.S.
California
$527K +$499K +7,381 New
OP
414
ORG Partners
Indiana
$523K
TWM
415
TCFG Wealth Management
California
$514K -$23.4K -346 -5%
MSAM
416
Moloney Securities Asset Management
Missouri
$504K -$1.96K -29 -0.4%
QCM
417
Quantinno Capital Management
New York
$504K +$32.5K +480 +7%
SCM
418
Sebold Capital Management
Illinois
$502K +$477K +7,049 New
SP
419
Sequent Planning
Nebraska
$501K +$17.6K +260 +4%
SAM
420
Secure Asset Management
Michigan
$496K +$5.55K +82 +1%
CWM
421
Collaborative Wealth Management
Florida
$495K -$5.21K -77 -1%
STA
422
Summit Trail Advisors
New York
$494K +$33.8K +500 +8%
BJL
423
Brighton Jones LLC
Washington
$492K +$185K +2,735 +65%
D.E. Shaw & Co
424
D.E. Shaw & Co
New York
$488K +$463K +6,847 New
SFS
425
Sowell Financial Services
Arkansas
$484K -$50.7K -750 -10%

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.