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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
Mariner
51
Mariner
Kansas
$30M -$1.08M -15,943 -4%
Truist Financial
52
Truist Financial
North Carolina
$27.3M +$5.35M +79,179 +26%
SC
53
SouthState Corp
Florida
$26.8M -$6.27M -92,663 -20%
BI
54
Ballast Inc
Kentucky
$24.9M -$309K -4,567 -1%
ECM
55
Evergreen Capital Management
Washington
$23.7M +$839K +12,410 +4%
HighTower Advisors
56
HighTower Advisors
Illinois
$23.2M -$224K -3,310 -1%
PAG
57
Private Advisor Group
New Jersey
$21.6M +$6.2M +91,608 +43%
AA
58
ACT Advisors
North Carolina
$21.1M -$492K -7,280 -2%
PCMM
59
Piedmont Capital Management (Montana)
Montana
$20.2M +$19.2M +283,226 New
JFG
60
Jefferies Financial Group
New York
$20.2M +$676K +10,002 +4%
JP Morgan Chase
61
JP Morgan Chase
New York
$19.9M +$1.81M +26,711 +11%
SGWM
62
Sterling Group Wealth Management
California
$19.8M -$8.11M -119,937 -30%
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$19.4M +$8.32M +123,051 +83%
RFA
64
Rollins Financial Advisors
New York
$18.7M +$619K +9,146 +4%
SWA
65
Sax Wealth Advisors
New Jersey
$18.6M +$16.4M +242,383 +1,264%
SPIA
66
Steward Partners Investment Advisory
New York
$18.6M +$7.36M +108,826 +71%
TA
67
TruWealth Advisors
Louisiana
$18.5M -$66.3K -980 -0.4%
T
68
Tidemark
California
$18M +$1.09M +16,071 +7%
CAM
69
Cozad Asset Management
Illinois
$17.9M +$478K +7,069 +3%
SCA
70
Snowden Capital Advisors
New York
$17.7M +$277K +4,103 +2%
CAM
71
Cresset Asset Management
Illinois
$17.5M +$29.7K +439 +0.2%
FFN
72
Focus Financial Network
Minnesota
$16.7M +$1.17M +17,337 +8%
CFD
73
Creative Financial Designs
Indiana
$16.4M -$4.83M -71,446 -24%
GLLW
74
Graves Light Lenhart Wealth
Virginia
$16.4M -$509K -7,520 -3%
GRP
75
Global Retirement Partners
California
$16.3M +$15.4M +228,220 New

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.