SPHQ icon

Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

653 hedge funds and large institutions have $9.26B invested in Invesco S&P 500 Quality ETF in 2025 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 262 increasing their positions, 181 reducing their positions, and 47 closing their positions.

Holders
653
Holders Change
+40
Holders Change %
+6.53%
% of All Funds
8.77%
Holding in Top 10
53
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.71%
New
97
Increased
262
Reduced
181
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$659M
2
Raymond James Financial
2
Raymond James Financial
Florida
$276M
3
LPL Financial
3
LPL Financial
California
$810M
4
Wells Fargo
4
Wells Fargo
California
$306M
5
MCM
5
Mainstay Capital Management
Michigan
$95.9M

Top Sellers

1
TC
1
Trilogy Capital
California
$12.2M
2
BI
2
Ballast Inc
Kentucky
$0
3
ABWM
3
Alpine Bank Wealth Management
Colorado
$57.2M
4
KW
4
KWB Wealth
California
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$90.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
76
Lido Advisors
California
$15.6M 218,855 -3,335 -2%
SVWAG
77
Sound View Wealth Advisors Group
Georgia
$15.2M 213,726 -3,585 -2%
Focus Partners Wealth
78
Focus Partners Wealth
Massachusetts
$15.2M 213,454 +151,151 +243%
CA
79
Cresta Advisors
Texas
$15.2M 212,780 +9,059 +4%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$14.8M 208,184 +170,936 +459%
BMCM
81
Burns Matteson Capital Management
New York
$14.8M 207,432 -1,733 -0.8%
WWA
82
WCG Wealth Advisors
Nevada
$14.6M 205,459 +12,378 +6%
TFGT
83
TS Financial Group (TSFG)
Illinois
$14.4M 201,653 -30,618 -13%
AWS
84
Atria Wealth Solutions
New York
$14.2M 198,875 -247,657 -55%
ES
85
Eagle Strategies
New York
$14.2M 199,249 +4,373 +2%
HC
86
Hoese & Co
Minnesota
$13.7M 192,801 +3,477 +2%
JFA
87
JNBA Financial Advisors
Minnesota
$13.5M 190,101 +190,101 New
OWM
88
Opes Wealth Management
California
$13.2M 185,463 +5,351 +3%
SO
89
Sierra Ocean
California
$13.1M 184,213 +11,446 +7%
PS
90
Principal Securities
Iowa
$12.4M 174,560 +3,657 +2%
TC
91
Trilogy Capital
California
$12.2M 171,006 -822,824 -83%
CMA
92
Cedar Mountain Advisors
Oregon
$12.2M 170,539 +3,121 +2%
JPG
93
Jordan Park Group
California
$12.1M 170,250 – –
SWA
94
Strategies Wealth Advisors
Michigan
$11.8M 165,666 +41,834 +34%
RA
95
Ruggaard & Associates
Ohio
$11.3M 158,963 +158,963 New
CPC
96
Consolidated Planning Corp
Georgia
$11.3M 158,397 +981 +0.6%
TCM
97
TD Capital Management
Tennessee
$11.2M 156,888 +5,716 +4%
CWM
98
Chicago Wealth Management
Illinois
$11.1M 156,118 -497 -0.3%
SMA
99
Sage Mountain Advisors
Georgia
$10.9M 152,334 +11,051 +8%
CAC
100
Certified Advisory Corp
Florida
$10.8M 151,355 +9,010 +6%
2 3
4
5 6