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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 %
BWA
426
BCU Wealth Advisors
Illinois
$355K +$862 +13 +0.2%
GLA
427
Good Life Advisors
Pennsylvania
$355K -$81.7K -1,232 -19%
OAS
428
Optivise Advisory Services
Tennessee
$353K +$63.2K +953 +22%
CCA
429
Clearwater Capital Advisors
Illinois
$348K – – –
AAMA
430
Advanced Asset Management Advisors
Ohio
$348K -$11.5K -174 -3%
LIA
431
LBMC Investment Advisors
Tennessee
$347K – – –
GGS
432
Galvin Gaustad & Stein
Arizona
$347K +$265 +4 +0.1%
FWM
433
Foguth Wealth Management
Michigan
$346K +$5.17K +78 +2%
CGL
434
Clarius Group LLC
Washington
$337K +$20.9K +315 +7%
FCI
435
Financial Counselors Inc
Kansas
$336K -$33.2K -500 -9%
BWM
436
BCS Wealth Management
Tennessee
$335K +$26.8K +404 +9%
MFG
437
MidWestOne Financial Group
Iowa
$335K – – –
OA
438
Operose Advisors
Wisconsin
$334K – – –
LWM
439
Lakeridge Wealth Management
Ohio
$333K +$9.62K +145 +3%
FT
440
Fiduciary Trust
Massachusetts
$332K +$332K +5,000 New
VC
441
Vestor Capital
Illinois
$331K -$664 -10 -0.2%
AWM
442
Apollon Wealth Management
South Carolina
$331K +$331K +4,988 New
TSMHT
443
Thurston Springer Miller Herd & Titak
Indiana
$330K +$24.6K +371 +8%
SA
444
Strategic Advisors
New York
$329K -$2.12K -32 -0.6%
IA
445
Inspire Advisors
Idaho
$326K +$326K +4,914 New
KFGK
446
Keystone Financial Group (Kentucky)
Kentucky
$326K -$69.8K -1,052 -18%
KCM
447
KM Capital Management
Texas
$324K +$24.5K +369 +8%
Pathstone Holdings
448
Pathstone Holdings
New Jersey
$323K -$663 -10 -0.2%
CIR
449
Clear Investment Research
Georgia
$322K +$133 +2 +0%
VFA
450
Valeo Financial Advisors
Indiana
$319K -$72.9K -1,099 -19%
16 17
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