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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
BFP
601
Briaud Financial Planning
Texas
$36K
TC
602
Truvestments Capital
Florida
$35.6K
MEG
603
Millstone Evans Group
Colorado
$35.4K
HWP
604
Highline Wealth Partners
California
$35.1K
IBOK
605
Independence Bank of Kentucky
Kentucky
$33.1K +$31.4K +464 New
Kayne Anderson Rudnick Investment Management
606
Kayne Anderson Rudnick Investment Management
California
$33K
SFC
607
SYM Financial Corp
Indiana
$31.5K
FDCDDQ
608
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.7K
RDFA
609
Ritter Daniher Financial Advisory
Ohio
$28.5K +$27.1K +400 New
FDW
610
Fourth Dimension Wealth
Ohio
$28.5K +$338 +5 +1%
FCT
611
Family Capital Trust
Massachusetts
$28.1K
BMM
612
Berkshire Money Management
Massachusetts
$27.8K +$26.4K +390 New
BWM
613
Bernard Wealth Management
Michigan
$27.7K
BCMIO
614
Beacon Capital Management Inc (Ohio)
Ohio
$24.1K +$22.9K +338 New
BI
615
Binnacle Investments
Iowa
$23.9K
POIA
616
Pin Oak Investment Advisors
Texas
$23K
JFGIW
617
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.3K +$21.2K +313 New
RCM
618
Raleigh Capital Management
North Carolina
$22.2K +$21.1K +312 New
FHA
619
First Horizon Advisors
Tennessee
$21.7K
RIL
620
Rothschild Investment LLC
Illinois
$21.4K
PCFFS
621
Pacific Center for Financial Services
California
$20.1K
SIS
622
Sound Income Strategies
Florida
$19.7K
SAM
623
Smartleaf Asset Management
Massachusetts
$18.6K +$3.92K +58 +28%
HCM
624
Hollencrest Capital Management
California
$17.9K
LWMI
625
Legacy Wealth Management (Idaho)
Idaho
$17.8K -$7.24K -107 -30%

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.