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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 %
TWM
476
Trinity Wealth Management
Pennsylvania
$258K -$27.9K -421 -10%
PFBT
477
Parkside Financial Bank & Trust
Missouri
$255K -$995 -15 -0.4%
BC
478
Burney Company
Virginia
$255K – – –
NWMG
479
National Wealth Management Group
Ohio
$254K +$254K +3,835 New
LFG
480
Larson Financial Group
Missouri
$254K -$26.5K -400 -9%
HIMS
481
Hager Investment Management Services
New Hampshire
$253K – – –
EFG
482
Everhart Financial Group
Ohio
$252K -$6.97K -105 -3%
FAT
483
First American Trust
California
$251K -$1.66K -25 -0.7%
CC
484
Courier Capital
New York
$251K – – –
DAS
485
Diversify Advisory Services
Utah
$249K -$1.19K -18 -0.5%
LA
486
Lifeworks Advisors
Michigan
$237K -$78.7K -1,186 -25%
PWM
487
Prosperity Wealth Management
California
$237K +$237K +3,565 New
SIG
488
Spinnaker Investment Group
California
$234K +$10.3K +155 +5%
IA
489
IFG Advisory
Georgia
$233K -$730 -11 -0.3%
EFA
490
Edge Financial Advisors
Illinois
$232K -$2.23M -33,566 -91%
NL
491
NVWM LLC
Pennsylvania
$230K -$9.75K -147 -4%
SPP
492
Single Point Partners
Massachusetts
$230K +$598 +9 +0.3%
AWM
493
Avaii Wealth Management
Wisconsin
$229K -$5.8M -87,472 -96%
LI
494
LVZ Inc
Michigan
$228K – – –
OFS
495
OneAscent Financial Services
Alabama
$222K -$59.1K -891 -21%
AWA
496
ARQ Wealth Advisors
Arizona
$221K – – –
AF
497
Abound Financial
California
$220K – – –
PSF
498
Pacific Sun Financial
California
$218K – – –
CF
499
Centaurus Financial
California
$213K +$199 +3 +0.1%
ITIM
500
Indiana Trust & Investment Management
Indiana
$213K – – –
18 19
20
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