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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

613 hedge funds and large institutions have $7.74B invested in Invesco S&P 500 Quality ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 272 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+15
Holders Change %
+2.51%
% of All Funds
8.33%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
0.72%
New
75
Increased
272
Reduced
157
Closed
46
Calls
$312K
Puts
$212K
Net Calls
+$100K
Net Calls Change
-$255K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$365M
2
LPL Financial
2
LPL Financial
California
$666M
3
Morgan Stanley
3
Morgan Stanley
New York
$426M
4
Raymond James Financial
4
Raymond James Financial
Florida
$159M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$172M

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$93.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$86.7M
3
IAA
3
Independent Advisor Alliance
North Carolina
$0
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$507M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$93.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$14M +$1.93M +29,151 +16%
BMCM
77
Burns Matteson Capital Management
New York
$13.9M +$706K +10,645 +5%
CA
78
Cresta Advisors
Texas
$13.5M +$3.39M +51,038 +33%
ES
79
Eagle Strategies
New York
$12.9M -$1.03M -15,593 -7%
WWA
80
WCG Wealth Advisors
Nevada
$12.8M -$21.6M -325,076 -63%
HC
81
Hoese & Co
Minnesota
$12.6M +$1.97M +29,709 +19%
William Blair & Company
82
William Blair & Company
Illinois
$12.1M +$1.28M +19,358 +12%
OWM
83
Opes Wealth Management
California
$11.9M +$1.03M +15,479 +9%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$11.8M -$1.31M -19,047 -10%
SO
85
Sierra Ocean
California
$11.5M +$800K +12,059 +8%
PS
86
Principal Securities
Iowa
$11.5M – – –
JPG
87
Jordan Park Group
California
$11.3M – – –
LIA
88
Lynx Investment Advisory
District of Columbia
$11.3M +$1.94M +29,278 +21%
CMA
89
Cedar Mountain Advisors
Oregon
$11.1M +$189K +2,842 +2%
IF
90
Integrity Financial
Wyoming
$10.9M +$11.1K +168 +0.1%
KAS
91
Kestra Advisory Services
Texas
$10.6M +$2.19K +33 +0%
CPC
92
Consolidated Planning Corp
Georgia
$10.4M +$3.75M +56,596 +56%
MIH
93
Meitav Investment House
Israel
$10.4M +$2.73M +41,179 +35%
CWM
94
Chicago Wealth Management
Illinois
$10.4M +$180K +2,715 +2%
SPIA
95
Steward Partners Investment Advisory
New York
$10.1M +$5.41M +81,591 +115%
NF
96
Nikulski Financial
Iowa
$10M +$73.5K +1,108 +0.7%
TCM
97
TD Capital Management
Tennessee
$10M +$677K +10,206 +7%
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$9.88M -$194K -2,922 -2%
JWM
99
Jackson Wealth Management
Florida
$9.8M +$209K +3,146 +2%
CAC
100
Certified Advisory Corp
Florida
$9.44M +$46.8K +706 +0.5%
2 3
4
5 6