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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
CWC
676
Carolinas Wealth Consulting
North Carolina
-$4.59M -69,257 Closed
ARC
677
Advisor Resource Council
Texas
-$4.26M -64,178 Closed
NYLIM
678
New York Life Investment Management
New York
-$2.62M -39,528 Closed
IA
679
Integrity Alliance
Iowa
-$1.69M -25,440 Closed
PW
680
Potentia Wealth
California
-$1.61M -24,241 Closed
Citadel Advisors
681
Citadel Advisors
Florida
-$1.53M -23,047 Closed
Envestnet Portfolio Solutions
682
Envestnet Portfolio Solutions
Illinois
-$1.17M -17,706 Closed
LA
683
Legacy Advisors
Pennsylvania
-$995K -15,000 Closed
ECA
684
Elevation Capital Advisory
Oregon
-$933K -14,066 Closed
EF
685
Empowered Funds
Pennsylvania
-$875K -13,195 Closed
CCM
686
Crew Capital Management
Ohio
-$683K -10,290 Closed
Jane Street
687
Jane Street
New York
-$659K -9,937 Closed
AWA
688
Alta Wealth Advisors
Massachusetts
-$638K -9,615 Closed
GS
689
GWN Securities
Florida
-$561K -8,108 Closed
SG
690
StoneX Group
New York
-$513K -7,739 Closed
LHC
691
Little House Capital
Massachusetts
-$496K -7,470 Closed
TSS
692
Two Sigma Securities
New York
-$414K -6,234 Closed
ATPW
693
Ashton Thomas Private Wealth
Arizona
-$388K -5,852 Closed
TF
694
Trek Financial
Arizona
-$377K -5,677 Closed
SAW
695
Signal Advisors Wealth
Michigan
-$370K -5,580 Closed
FWM
696
Foguth Wealth Management
Michigan
-$346K -5,211 Closed
FCI
697
Financial Counselors Inc
Kansas
-$336K -5,072 Closed
AWM
698
Apollon Wealth Management
South Carolina
-$331K -4,988 Closed
KFGK
699
Keystone Financial Group (Kentucky)
Kentucky
-$326K -4,913 Closed
NWMG
700
National Wealth Management Group
Ohio
-$254K -3,835 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.