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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
1
Ameriprise
Minnesota
$365M
2
LPL Financial
2
LPL Financial
California
$666M
3
Morgan Stanley
3
Morgan Stanley
New York
$426M
4
Raymond James Financial
4
Raymond James Financial
Florida
$159M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$172M

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$93.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$86.7M
3
IAA
3
Independent Advisor Alliance
North Carolina
$0
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$507M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$93.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ABWM
26
Alpine Bank Wealth Management
Colorado
$73.2M +$73.2M +1,103,996 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$71.8M -$2.41M -36,377 -3%
TC
28
Trilogy Capital
California
$65.9M -$2.58M -38,905 -4%
EK
29
Evensky & Katz
Florida
$52M -$900K -13,560 -2%
PCMC
30
Paragon Capital Management (Colorado)
Colorado
$50.2M -$1.47M -22,101 -3%
SWP
31
Stratos Wealth Partners
Ohio
$46.8M +$20M +301,573 +75%
MCM
32
Mainstay Capital Management
Michigan
$44.5M +$957K +14,427 +2%
Stifel Financial
33
Stifel Financial
Missouri
$41.3M +$5M +75,354 +14%
DCM
34
Davidson Capital Management
Texas
$40.2M -$15.2M -229,267 -27%
FIC
35
Family Investment Center
Missouri
$39.9M +$5.23M +78,770 +15%
MML Investors Services
36
MML Investors Services
Massachusetts
$37M +$2.62M +39,485 +8%
MIA
37
Milestone Investment Advisors
Wisconsin
$36.2M -$1.05M -15,863 -3%
CPA
38
Capital Planning Advisors
California
$35.4M +$436K +6,570 +1%
WMR
39
Wealth Management Resources
Rhode Island
$34M +$665K +10,027 +2%
Corient Private Wealth
40
Corient Private Wealth
Florida
$32.1M -$953K -14,368 -3%
SC
41
SouthState Corp
Florida
$31.1M +$31.1M +468,571 New
AWS
42
Atria Wealth Solutions
New York
$29.6M +$1.01M +15,227 +4%
USB
43
Union Savings Bank
Connecticut
$29M +$3.25M +49,044 +13%
Mariner
44
Mariner
Kansas
$29M +$4.74M +71,520 +20%
OWM
45
Orgel Wealth Management
Wisconsin
$27.6M +$2.78M +41,840 +11%
SGWM
46
Sterling Group Wealth Management
California
$26.4M +$187K +2,818 +0.7%
AAS
47
Avantax Advisory Services
Texas
$25.9M -$5.32M -80,242 -17%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$25M +$1.18M +17,732 +5%
SWM
49
Schwallier Wealth Management
Michigan
$24.8M -$4.84M -72,940 -16%
BI
50
Ballast Inc
Kentucky
$23.5M +$45.6K +688 +0.2%
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