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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
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$82.8M +$3.32M +49,023 +4%
AssetMark Inc
27
AssetMark Inc
California
$82.6M -$4.82M -71,289 -6%
ABWM
28
Alpine Bank Wealth Management
Colorado
$57.2M -$20.4M -300,933 -27%
EK
29
Evensky & Katz
Florida
$55M -$815K -12,048 -2%
Stifel Financial
30
Stifel Financial
Missouri
$54.3M +$9.43M +139,488 +22%
PCMC
31
Paragon Capital Management (Colorado)
Colorado
$53.6M -$330K -4,880 -0.6%
MML Investors Services
32
MML Investors Services
Massachusetts
$45.6M +$5.56M +82,138 +15%
Two Sigma Investments
33
Two Sigma Investments
New York
$45.4M +$26.1M +385,400 +153%
FIC
34
Family Investment Center
Missouri
$43.7M +$853K +12,611 +2%
DCM
35
Davidson Capital Management
Texas
$43.5M +$336K +4,968 +0.8%
DFG
36
Demars Financial Group
Washington
$40.8M +$38.7M +572,147 New
FIBT
37
First International Bank & Trust
North Dakota
$40.6M +$38.5M +569,374 New
MIA
38
Milestone Investment Advisors
Wisconsin
$38M -$817K -12,073 -2%
SWP
39
Stratos Wealth Partners
Ohio
$37.9M -$11.8M -174,768 -25%
SFG
40
Sterling Financial Group
California
$37.2M +$35.3M +522,195 New
WMR
41
Wealth Management Resources
Rhode Island
$36.9M +$400K +5,910 +1%
CPA
42
Capital Planning Advisors
California
$36.1M -$1.75M -25,920 -5%
USB
43
Union Savings Bank
Connecticut
$33.5M +$2.19M +32,381 +7%
Corient Private Wealth
44
Corient Private Wealth
Florida
$33.1M -$1.36M -20,172 -4%
PIA
45
Perennial Investment Advisors
California
$32M +$8.43M +124,616 +38%
SWGC
46
Summit Wealth Group (Colorado)
Colorado
$31.6M +$30M +443,584 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$31.4M +$4.35M +64,321 +17%
SWM
48
Schwallier Wealth Management
Michigan
$30.8M +$4.02M +59,468 +16%
OWM
49
Orgel Wealth Management
Wisconsin
$30.6M +$907K +13,405 +3%
AAS
50
Avantax Advisory Services
Texas
$30.4M +$2.49M +36,749 +9%

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.