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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
William Blair & Company
76
William Blair & Company
Illinois
$15.8M +$2.72M +40,192 +22%
Lido Advisors
77
Lido Advisors
California
$15.6M -$226K -3,335 -2%
SVWAG
78
Sound View Wealth Advisors Group
Georgia
$15.2M -$242K -3,585 -2%
Focus Partners Wealth
79
Focus Partners Wealth
Massachusetts
$15.2M +$10.2M +151,151 +243%
CA
80
Cresta Advisors
Texas
$15.2M +$613K +9,059 +4%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$14.8M +$11.6M +170,936 +459%
BMCM
82
Burns Matteson Capital Management
New York
$14.8M -$117K -1,733 -0.8%
WWA
83
WCG Wealth Advisors
Nevada
$14.6M +$837K +12,378 +6%
TFGT
84
TS Financial Group (TSFG)
Illinois
$14.4M -$2.07M -30,618 -13%
AWS
85
Atria Wealth Solutions
New York
$14.2M -$16.7M -247,657 -55%
ES
86
Eagle Strategies
New York
$14.2M +$296K +4,373 +2%
HC
87
Hoese & Co
Minnesota
$13.7M +$235K +3,477 +2%
JFA
88
JNBA Financial Advisors
Minnesota
$13.5M +$12.9M +190,101 New
OWM
89
Opes Wealth Management
California
$13.2M +$362K +5,351 +3%
SO
90
Sierra Ocean
California
$13.1M +$774K +11,446 +7%
PS
91
Principal Securities
Iowa
$12.4M +$247K +3,657 +2%
TC
92
Trilogy Capital
California
$12.2M -$55.6M -822,824 -83%
CMA
93
Cedar Mountain Advisors
Oregon
$12.2M +$211K +3,121 +2%
JPG
94
Jordan Park Group
California
$12.1M
SWA
95
Strategies Wealth Advisors
Michigan
$11.8M +$2.83M +41,834 +34%
RA
96
Ruggaard & Associates
Ohio
$11.3M +$10.8M +158,963 New
CPC
97
Consolidated Planning Corp
Georgia
$11.3M +$66.3K +981 +0.6%
TCM
98
TD Capital Management
Tennessee
$11.2M +$387K +5,716 +4%
CWM
99
Chicago Wealth Management
Illinois
$11.1M -$33.6K -497 -0.3%
SMA
100
Sage Mountain Advisors
Georgia
$10.9M +$747K +11,051 +8%

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.