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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
1
Ameriprise
Minnesota
$659M
2
Raymond James Financial
2
Raymond James Financial
Florida
$276M
3
LPL Financial
3
LPL Financial
California
$810M
4
Wells Fargo
4
Wells Fargo
California
$306M
5
MCM
5
Mainstay Capital Management
Michigan
$95.9M

Top Sellers

1
TC
1
Trilogy Capital
California
$12.2M
2
BI
2
Ballast Inc
Kentucky
$0
3
ABWM
3
Alpine Bank Wealth Management
Colorado
$57.2M
4
KW
4
KWB Wealth
California
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$90.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNA
426
True North Advisors
Texas
$447K – – –
ISFAN
427
Investor's Fiduciary Advisor Network
Washington
$445K +$1.21K +17 +0.3%
SWM
428
Spire Wealth Management
Virginia
$439K -$32.9K -462 -7%
JSW
429
Journey Strategic Wealth
New Jersey
$439K -$29.6K -415 -6%
MCWS
430
McKinley Carter Wealth Services
West Virginia
$439K -$870K -12,212 -66%
CG
431
CFO4Life Group
Texas
$438K – – –
GAA
432
Guardian Asset Advisors
Pennsylvania
$436K +$285 +4 +0.1%
LNWWM
433
Laird Norton Wetherby Wealth Management
California
$435K +$435K +6,104 New
PCM
434
Parsons Capital Management
Rhode Island
$433K +$27.6K +387 +7%
AFO
435
Arrowroot Family Office
California
$428K +$428K +6,004 New
IFPG
436
Intrepid Financial Planning Group
Indiana
$419K -$5.49K -77 -1%
BlackRock
437
BlackRock
New York
$417K – – –
Vontobel Holding
438
Vontobel Holding
Switzerland
$416K +$416K +5,833 New
CAG
439
Curtis Advisory Group
California
$414K -$1.75M -24,540 -81%
SAI
440
Savvy Advisors Inc
New York
$413K +$76.7K +1,076 +23%
BOM
441
Bank of Marin
California
$413K – – –
AUIM
442
Aegon USA Investment Management
Iowa
$408K – – –
FT
443
Fiduciary Trust
Massachusetts
$407K +$50.2K +705 +14%
WCP
444
Wick Capital Partners
Pennsylvania
$406K +$362K +47,641 +837%
BFC
445
Bedel Financial Consulting
Indiana
$401K – – –
ACA
446
Aptus Capital Advisors
Alabama
$398K +$570 +8 +0.1%
CL
447
Choreo LLC
Illinois
$394K +$394K +5,533 New
IAS
448
Insigneo Advisory Services
Florida
$393K +$393K +5,516 New
BFO
449
Biltmore Family Office
North Carolina
$392K – – –
MPWT
450
MassMutual Private Wealth & Trust
Connecticut
$389K -$9.69K -136 -2%
16 17
18
19 20