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 %
NF
101
Nikulski Financial
Iowa
$10.8M 150,962 -419 -0.3%
IWM
102
IHT Wealth Management
Illinois
$10.6M 148,383 +17,579 +13%
HC
103
Headland Capital
South Carolina
$10.3M 144,854 +7,659 +6%
JWM
104
Jackson Wealth Management
Florida
$10.2M 143,503 -4,251 -3%
FAIM
105
Financial Advocates Investment Management
Washington
$10M 141,025 +141,025 New
AC
106
ASB Consultores
Florida
$9.95M 139,567 – –
CWA
107
Core Wealth Advisors
Florida
$9.86M 138,360 +9,419 +7%
KAS
108
Kestra Advisory Services
Texas
$9.42M 132,133 -27,902 -17%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$9.38M 131,634 +2,553 +2%
Cerity Partners
110
Cerity Partners
New York
$9.32M 130,753 +69,384 +113%
SF
111
Symphony Financial
Texas
$9.12M 127,155 +127,155 New
VWM
112
Vigilare Wealth Management
Arizona
$9.08M 127,435 -93,721 -42%
EFS
113
Essex Financial Services
Connecticut
$9.03M 126,785 +18,618 +17%
LPT
114
Legacy Private Trust
Wisconsin
$9.01M 126,418 -5,829 -4%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$8.77M 123,136 +34,073 +38%
NA
116
NewEdge Advisors
Louisiana
$8.77M 123,019 +4,024 +3%
Creative Planning
117
Creative Planning
Kansas
$8.64M 121,204 +2,701 +2%
SFPG
118
Stonebridge Financial Planning Group
Florida
$8.59M 120,548 +120 +0.1%
LIA
119
Lynx Investment Advisory
District of Columbia
$8.58M 120,350 -49,583 -29%
AF
120
Allworth Financial
California
$8.31M 116,571 +581 +0.5%
CWP
121
Concord Wealth Partners
Virginia
$8.24M 115,604 +4,170 +4%
CAMV
122
Concord Asset Management (Virginia)
Virginia
$8.24M 115,604 +115,604 New
Invesco
123
Invesco
Georgia
$8.22M 115,321 +40,210 +54%
BAM
124
Beaumont Asset Management
Texas
$8.05M 112,901 +38,702 +52%
KWM
125
Kingsview Wealth Management
Oregon
$7.86M 110,242 +20,387 +23%
3 4
5
6 7