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Invesco S&P 500 Quality ETF
SPHQ

676 hedge funds and large institutions have $9.97B invested in Invesco S&P 500 Quality ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 279 increasing their positions, 199 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 47

40% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 199

14% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $1.06M

6% more capital invested

Capital invested by funds: $9.36B → $9.97B (+$609M)

1% more funds holding

Funds holding: 669 → 676 (+7)

0.58% less ownership

Funds ownership: 66.56% → 65.98% (-0.58%)

13% less funds holding in top 10

Funds holding in top 10: 54 → 47 (-7)

Holders
676
Holders Change
+7
Holders Change %
+1.05%
% of All Funds
8.87%
Holding in Top 10
47
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.96%
% of All Funds
0.62%
New
67
Increased
279
Reduced
199
Closed
47
Calls
$1.22M
Puts
$1.06M
Net Calls
+$154K
Net Calls Change
+$624K

Top Buyers

1
VIA
Vantagepoint Investment Advisers
District of Columbia
+$242M
2
LPL Financial
LPL Financial
California
+$126M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$75.1M
4
CIA
Compass Ion Advisors
Pennsylvania
+$48.8M
5
Raymond James Financial
Raymond James Financial
Florida
+$43.6M

Top Sellers

1
MCM
Mainstay Capital Management
Michigan
-$95.5M
2
AssetMark Inc
AssetMark Inc
California
-$82.4M
3
Morgan Stanley
Morgan Stanley
New York
-$37.2M
4
Ameriprise
Ameriprise
Minnesota
-$33.4M
5
SWGC
Summit Wealth Group (Colorado)
Colorado
-$31.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
501
Pennsylvania Capital Management
Pennsylvania
$306K – – –
IA
502
Inspire Advisors
Idaho
$300K – – –
OAM
503
Oppenheimer Asset Management
New York
$300K -$7.29K -101 -2%
WANY
504
Wealthspire Advisors (New York)
New York
$300K +$39.2K +543 +15%
ACM
505
Armbruster Capital Management
New York
$293K – – –
GWP
506
Gateway Wealth Partners
Wisconsin
$292K -$55K -762 -16%
RCA
507
Runnymede Capital Advisors
Ohio
$291K – – –
NG
508
Novem Group
New York
$288K +$5.7K +79 +2%
AAMA
509
Advanced Asset Management Advisors
Ohio
$286K -$31.3K -434 -10%
QCM
510
QRG Capital Management
Illinois
$285K +$281K +3,888 New
CIS
511
Connors Investor Services
Pennsylvania
$280K +$276K +3,826 New
MFG
512
Magnus Financial Group
New York
$279K +$275K +3,807 New
EFG
513
Everhart Financial Group
Ohio
$278K – – –
CC
514
Courier Capital
New York
$277K – – –
HIMS
515
Hager Investment Management Services
New Hampshire
$274K -$4.69K -65 -2%
PFBT
516
Parkside Financial Bank & Trust
Missouri
$272K -$10.4K -144 -4%
PCG
517
Prosperity Consulting Group
Maryland
$268K +$264K +3,661 New
LI
518
LVZ Inc
Michigan
$268K -$126K -1,739 -32%
OFS
519
OneAscent Financial Services
Alabama
$262K +$8.08K +112 +3%
SPP
520
Single Point Partners
Massachusetts
$262K +$7.29K +101 +3%
SIG
521
Spinnaker Investment Group
California
$258K – – –
LFG
522
Larson Financial Group
Missouri
$257K -$722 -10 -0.3%
NL
523
NVWM LLC
Pennsylvania
$254K – – –
BRWA
524
B. Riley Wealth Advisors
Florida
$250K +$247K +3,416 New
KOC
525
Koss-Olinger Consulting
Florida
$250K – – –
19 20
21
22 23

SPHQ Hedge Fund Activity: Q3 2025 in Review

676 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Quality ETF (SPHQ) for Q3 2025, worth a combined $9.97B — up 6.5% from $9.36B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SPHQ positions and 47 closed out — a net gain of 20 holders — while 279 added to existing stakes and 199 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $242M. The largest seller was Mainstay Capital Management, cutting an estimated $95.5M.

  • 676 institutional investors held Invesco S&P 500 Quality ETF (SPHQ) as of Q3 2025, up from 669 in Q2 2025.
  • Funds reported $9.97B of Invesco S&P 500 Quality ETF stock for Q3 2025, up 6.5% quarter-over-quarter.
  • 67 funds opened new Invesco S&P 500 Quality ETF positions in Q3 2025 and 47 closed out, a net change of +20 holders.
  • The largest Invesco S&P 500 Quality ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $242M added.
  • The largest Invesco S&P 500 Quality ETF seller in Q3 2025 was Mainstay Capital Management, an estimated $95.5M sold.

Based on aggregated 13F filings for Q3 2025.