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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
IWM
651
IMG Wealth Management
Florida
$7.91K
AWM
652
Abound Wealth Management
Tennessee
$7.55K +$7.17K +106 New
WWMSC
653
Wagner Wealth Management (South Carolina)
South Carolina
$7.28K -$149K -2,200 -96%
IAS
654
IMA Advisory Services
Colorado
$6.34K
JGIA
655
Jackson Grant Investment Advisers
Connecticut
$5.92K +$5.61K +83 New
NRG
656
Nemes Rush Group
Michigan
$5.46K +$68 +1 +1%
TAM
657
Tucker Asset Management
Colorado
$5.2K
AAG
658
Armstrong Advisory Group
Massachusetts
$5.06K
HFS
659
Hughes Financial Services
Virginia
$5.01K +$4.73K +70 New
FIM
660
FWL Investment Management
Texas
$4.43K -$66.9K -989 -94%
BCMLT
661
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.78K +$2.1K +31 +141%
ADL
662
Asset Dedication LLC
California
$3.71K
EWM
663
Evermay Wealth Management
Virginia
$2.85K
VCM
664
Versant Capital Management
Arizona
$2.28K
CJH
665
Christopher J. Hasenberg
Wisconsin
$1.92K
SFA
666
Semmax Financial Advisors
North Carolina
$1.78K
LCM
667
Logan Capital Management
Pennsylvania
$999
TRCT
668
Tower Research Capital (TRC)
New York
$499 +$203 +3 +75%
DF
669
Dunhill Financial
United Kingdom
$356
MCM
670
Manchester Capital Management
Vermont
$214 +$203 +3 New
KA
671
Kozak & Associates
Colorado
$33 -$10.2K -151 Closed
KW
672
KWB Wealth
California
-$19.5M -291,139 Closed
SC
673
Sykon Capital
New York
-$16.6M -250,942 Closed
WA
674
Win Advisors
Florida
-$9.39M -141,512 Closed
SIM
675
Synergy Investment Management
Florida
-$8.1M -122,121 Closed

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.