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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
AIC
426
Argus Investors Counsel
New York
$483K
MWM
427
Mission Wealth Management
California
$482K -$203 -3 -0%
EWA
428
EverSource Wealth Advisors
Alabama
$477K -$5.75K -85 -1%
CPRC
429
Consolidated Portfolio Review Corp
New York
$477K +$453K +6,694 New
PFS
430
Prospera Financial Services
Texas
$473K -$123K -1,825 -22%
BCA
431
Bay Colony Advisors
Massachusetts
$470K -$19.1K -283 -4%
1WM
432
1900 Wealth Management
Texas
$456K +$68 +1 +0%
SAG
433
SageView Advisory Group
California
$453K -$8.45K -125 -2%
TNA
434
True North Advisors
Texas
$447K
ISFAN
435
Investor's Fiduciary Advisor Network
Washington
$445K +$1.15K +17 +0.3%
SWM
436
Spire Wealth Management
Virginia
$439K -$31.2K -462 -7%
JSW
437
Journey Strategic Wealth
New Jersey
$439K -$28.1K -415 -6%
MCWS
438
McKinley Carter Wealth Services
West Virginia
$439K -$826K -12,212 -66%
CG
439
CFO4Life Group
Texas
$438K
GAA
440
Guardian Asset Advisors
Pennsylvania
$436K +$271 +4 +0.1%
LNWWM
441
Laird Norton Wetherby Wealth Management
California
$435K +$413K +6,104 New
PCM
442
Parsons Capital Management
Rhode Island
$433K +$26.2K +387 +7%
AFO
443
Arrowroot Family Office
California
$428K +$406K +6,004 New
IFPG
444
Intrepid Financial Planning Group
Indiana
$419K -$5.21K -77 -1%
MWA
445
Medallion Wealth Advisors
Connecticut
$418K -$110K -1,620 -22%
BlackRock
446
BlackRock
New York
$417K
Vontobel Holding
447
Vontobel Holding
Switzerland
$416K +$394K +5,833 New
CAG
448
Curtis Advisory Group
California
$414K -$1.66M -24,540 -81%
SAI
449
Savvy Advisors Inc
New York
$413K +$72.8K +1,076 +23%
BOM
450
Bank of Marin
California
$413K

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.