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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
AUIM
451
Aegon USA Investment Management
Iowa
$408K
FT
452
Fiduciary Trust
Massachusetts
$407K +$47.7K +705 +14%
WCP
453
Wick Capital Partners
Pennsylvania
$406K +$3.22M +47,641 +837%
BFC
454
Bedel Financial Consulting
Indiana
$401K
ACA
455
Aptus Capital Advisors
Alabama
$398K +$541 +8 +0.1%
IFG
456
Independent Financial Group
California
$397K +$84.5K +1,250 +29%
CL
457
Choreo LLC
Illinois
$394K +$374K +5,533 New
IAS
458
Insigneo Advisory Services
Florida
$393K +$373K +5,516 New
BFO
459
Biltmore Family Office
North Carolina
$392K
MPWT
460
MassMutual Private Wealth & Trust
Connecticut
$389K -$9.2K -136 -2%
LI
461
LVZ Inc
Michigan
$385K +$133K +1,966 +57%
BAM
462
Belpointe Asset Management
Nevada
$385K
BWA
463
BCU Wealth Advisors
Illinois
$382K +$676 +10 +0.2%
CCA
464
Clearwater Capital Advisors
Illinois
$374K
LIA
465
LBMC Investment Advisors
Tennessee
$373K
GGS
466
Galvin Gaustad & Stein
Arizona
$373K +$203 +3 +0.1%
VC
467
Vestor Capital
Illinois
$371K -$197K -2,909 -58%
WF
468
WoodTrust Financial
Wisconsin
$370K -$34.1K -504 -9%
OMC
469
Old Mission Capital
Illinois
$367K +$348K +5,145 New
CGL
470
Clarius Group LLC
Washington
$362K +$541 +8 +0.2%
MT
471
Midwest Trust
Kansas
$361K +$343K +5,072 New
MMA
472
Miracle Mile Advisors
California
$361K +$59.6K +881 +21%
MFG
473
MidWestOne Financial Group
Iowa
$360K
OA
474
Operose Advisors
Wisconsin
$359K +$68 +1 +0%
LWM
475
Lakeridge Wealth Management
Ohio
$358K

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.