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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
EL
551
Essex LLC
Illinois
$207K +$196K +2,900 New
HWMG
552
Hurlow Wealth Management Group
Indiana
$207K +$196K +2,898 New
WIP
553
WealthCare Investment Partners
Rhode Island
$206K +$193K +2,859 New
DWT
554
Dorsey & Whitney Trust
South Dakota
$206K +$196K +2,892 New
MGIA
555
Moneta Group Investment Advisors
Missouri
$203K +$193K +2,847 New
PFG
556
Prosperity Financial Group
California
$201K +$191K +2,817 New
HNB
557
Huntington National Bank
Ohio
$191K
UB
558
UMB Bank
Missouri
$188K
Franklin Resources
559
Franklin Resources
California
$178K
HT
560
Headlands Technologies
Illinois
$167K -$49.2K -727 -24%
GTAM
561
Global Trust Asset Management
Florida
$166K -$212K -3,140 -57%
SC
562
Solstein Capital
California
$143K
DFA
563
DHJJ Financial Advisors
Illinois
$127K +$32K +473 +36%
BFPW
564
BOK Financial Private Wealth
Colorado
$124K
SFFS
565
Stonehage Fleming Financial Services
Jersey
$115K +$110K +1,620 New
SHIM
566
Stone House Investment Management
Pennsylvania
$115K -$35.6K -527 -25%
VNA
567
Valley National Advisers
Pennsylvania
$99K
BF
568
BOK Financial
Oklahoma
$96.1K
PWAM
569
Private Wealth Asset Management
Iowa
$92.5K +$87.8K +1,298 New
CA
570
CoreCap Advisors
Michigan
$86.4K +$1.01K +15 +1%
CTA
571
Colonial Trust Advisors
South Carolina
$85.9K
CFO
572
CVA Family Office
Colorado
$85.5K
RMP
573
Richards, Merrill & Peterson
Washington
$83K
BNP Paribas Financial Markets
574
BNP Paribas Financial Markets
France
$81.7K -$16K -236 -17%
APW
575
Atlantic Private Wealth
North Carolina
$79.4K

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.