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

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$93.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$86.7M
3
IAA
Independent Advisor Alliance
North Carolina
$0
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$507M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$93.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAG
601
Armstrong Advisory Group
Massachusetts
$4.76K – – –
AFS
602
Anderson Financial Strategies
Ohio
$3.98K +$1.99K +30 +100%
ADL
603
Asset Dedication LLC
California
$3.45K – – –
RJA
604
Ross\Johnson & Associates
Minnesota
$3.12K +$3.12K +47 New
EWM
605
Evermay Wealth Management
Virginia
$2.65K – – –
BTI
606
Blue Trust Inc
Georgia
$2.26K +$2.26K +34 New
VCM
607
Versant Capital Management
Arizona
$2.12K – – –
CJH
608
Christopher J. Hasenberg
Wisconsin
$1.79K – – –
SFA
609
Semmax Financial Advisors
North Carolina
$1.67K +$1.67K +25 New
BCMLT
610
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.46K – – –
FFA
611
Founders Financial Alliance
North Carolina
$1.26K +$1.26K +19 New
LCM
612
Logan Capital Management
Pennsylvania
$928 – – –
DF
613
Dunhill Financial
United Kingdom
$332 – – –
TRCT
614
Tower Research Capital (TRC)
New York
$265 -$464 -7 -64%
IAA
615
Independent Advisor Alliance
North Carolina
– -$84.3M -1,257,112 Closed
FAIM
616
Financial Advocates Investment Management
Washington
– -$12.1M -179,802 Closed
SF
617
Symphony Financial
Texas
– -$9.32M -135,599 Closed
AWA
618
Alaska Wealth Advisors
Alaska
– -$4.62M -68,982 Closed
ACP
619
Aveo Capital Partners
Colorado
– -$3.79M -56,613 Closed
EE
620
EWG Elevate
California
– -$3.31M -49,423 Closed
Tudor Investment Corp
621
Tudor Investment Corp
Connecticut
– -$2.5M -37,304 Closed
FGA
622
Fortis Group Advisors
New Jersey
– -$1.77M -26,415 Closed
SI
623
Saxon Interests
Texas
– -$1.53M -22,844 Closed
EGM
624
Engineers Gate Manager
New York
– -$1.32M -19,661 Closed
WWM
625
WT Wealth Management
Arizona
– -$1.26M -18,723 Closed
23 24
25
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