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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

655 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 98 funds opening new positions, 262 increasing their positions, 181 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+42
Holders Change %
+6.85%
% of All Funds
8.79%
Holding in Top 10
53
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.71%
New
98
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 %
LI
451
LVZ Inc
Michigan
$385K +$140K +1,966 +57%
BAM
452
Belpointe Asset Management
Nevada
$385K – – –
BWA
453
BCU Wealth Advisors
Illinois
$382K +$713 +10 +0.2%
CCA
454
Clearwater Capital Advisors
Illinois
$374K – – –
LIA
455
LBMC Investment Advisors
Tennessee
$373K – – –
GGS
456
Galvin Gaustad & Stein
Arizona
$373K +$214 +3 +0.1%
VC
457
Vestor Capital
Illinois
$371K -$519K -2,909 -58%
WF
458
WoodTrust Financial
Wisconsin
$370K -$35.9K -504 -9%
OMC
459
Old Mission Capital
Illinois
$367K +$367K +5,145 New
CGL
460
Clarius Group LLC
Washington
$362K +$570 +8 +0.2%
MT
461
Midwest Trust
Kansas
$361K +$361K +5,072 New
MMA
462
Miracle Mile Advisors
California
$361K +$62.8K +881 +21%
MFG
463
MidWestOne Financial Group
Iowa
$360K – – –
OA
464
Operose Advisors
Wisconsin
$359K +$71 +1 +0%
LWM
465
Lakeridge Wealth Management
Ohio
$358K – – –
SA
466
Strategic Advisors
New York
$353K – – –
KCM
467
KM Capital Management
Texas
$351K +$3.06K +43 +0.9%
Pathstone Holdings
468
Pathstone Holdings
New Jersey
$349K +$1.71K +24 +0.5%
CIR
469
Clear Investment Research
Georgia
$341K -$3.85K -54 -1%
GWP
470
Gateway Wealth Partners
Wisconsin
$338K -$57.8K -811 -15%
VFA
471
Valeo Financial Advisors
Indiana
$336K -$5.99K -84 -2%
BC
472
Burney Company
Virginia
$334K +$60.6K +851 +22%
HIP
473
HUB Investment Partners
Texas
$333K +$333K +4,668 New
TIAA Trust, National Association
474
TIAA Trust, National Association
North Carolina
$329K +$329K +4,612 New
CB
475
Commerce Bank
Missouri
$324K +$324K +4,550 New
17 18
19
20 21