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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 %
WANY
451
Wealthspire Advisors (New York)
New York
$316K +$82.1K +1,238 +35%
SAI
452
Savvy Advisors Inc
New York
$313K +$29.7K +448 +10%
MAS
453
Meeder Advisory Services
Ohio
$309K +$309K +4,660 New
DI
454
Disciplined Investors
Texas
$309K – – –
RWMG
455
Redwood Wealth Management Group
New Jersey
$307K -$15.5K -234 -5%
TCWM
456
Total Clarity Wealth Management
Illinois
$307K – – –
SC
457
Savant Capital
Illinois
$307K +$12.9K +194 +4%
AG
458
AmeriFlex Group
Nevada
$306K +$38.5K +581 +14%
NCM
459
Next Capital Management
New York
$306K -$733K -11,055 -71%
IP
460
Ignite Planners
California
$304K +$304K +4,594 New
FPAS
461
Focus Partners Advisor Solutions
Missouri
$301K +$80.7K +1,216 +37%
SYBT
462
Stock Yards Bank & Trust
Kentucky
$298K – – –
TC
463
TAGStone Capital
North Carolina
$294K +$294K +4,425 New
VRM
464
Vectors Research Management
New York
$286K – – –
ANTB
465
AMG National Trust Bank
Colorado
$285K – – –
MWM
466
Maltin Wealth Management
New Jersey
$283K – – –
OAM
467
Oppenheimer Asset Management
New York
$279K +$8.23K +124 +3%
WA
468
Waverly Advisors
Alabama
$279K +$279K +4,200 New
DE
469
Diversified Enterprises
Delaware
$278K +$332 +5 +0.1%
MMA
470
Miracle Mile Advisors
California
$278K +$4.11K +62 +2%
BJL
471
Brighton Jones LLC
Washington
$277K +$15.1K +228 +6%
PCM
472
Pennsylvania Capital Management
Pennsylvania
$277K +$73K +1,100 +36%
NS
473
NBC Securities
Alabama
$274K +$274K +4,132 +103,300%
ACM
474
Armbruster Capital Management
New York
$265K – – –
DWM
475
Diversify Wealth Management
Utah
$264K +$264K +4,006 New
17 18
19
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