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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.

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 %
WA
101
Win Advisors
Florida
$9.39M +$9.39M +141,512 New
SMA
102
Sage Mountain Advisors
Georgia
$9.37M -$272K -4,106 -3%
AC
103
ASB Consultores
Florida
$9.26M +$9.26M +139,567 New
HC
104
Headland Capital
South Carolina
$9.1M +$262K +3,943 +3%
LPT
105
Legacy Private Trust
Wisconsin
$8.77M -$556K -8,385 -6%
IWM
106
IHT Wealth Management
Illinois
$8.68M +$1.19M +17,967 +16%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$8.56M +$5.37M +80,988 +168%
CWA
108
Core Wealth Advisors
Florida
$8.55M +$462K +6,957 +6%
SWA
109
Strategies Wealth Advisors
Michigan
$8.22M +$220K +3,316 +3%
SIM
110
Synergy Investment Management
Florida
$8.1M +$1.82M +27,434 +29%
SFPG
111
Stonebridge Financial Planning Group
Florida
$7.99M +$94.3K +1,422 +1%
NA
112
NewEdge Advisors
Louisiana
$7.89M +$527K +7,939 +7%
Creative Planning
113
Creative Planning
Kansas
$7.86M -$142K -2,146 -2%
LOIM
114
Liberty One Investment Management
Illinois
$7.7M -$35.8K -539 -0.5%
AF
115
Allworth Financial
California
$7.53M -$244K -3,762 -3%
CWP
116
Concord Wealth Partners
Virginia
$7.39M -$360K -5,424 -5%
HI
117
Harbour Investments
Wisconsin
$7.28M +$343K +5,168 +5%
EFS
118
Essex Financial Services
Connecticut
$7.18M +$459K +6,914 +7%
CWM
119
Cornerstone Wealth Management
Missouri
$7.07M +$10.5K +159 +0.1%
NRI
120
NFP Retirement Inc
California
$6.98M +$481K +7,257 +7%
MCM
121
MAI Capital Management
Ohio
$6.82M -$532K -8,025 -7%
WDL
122
Well Done LLC
Michigan
$6.78M -$46.1K -687 -0.7%
FPW
123
Flagship Private Wealth
Massachusetts
$6.64M +$341K +5,143 +5%
PLU
124
Performa Ltd (US)
South Carolina
$6.6M +$935K +14,088 +16%
WIA
125
Wetzel Investment Advisors
Indiana
$6.32M -$138K -2,084 -2%
3 4
5
6 7