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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
CAC
101
Certified Advisory Corp
Florida
$10.8M +$609K +9,010 +6%
NF
102
Nikulski Financial
Iowa
$10.8M -$28.3K -419 -0.3%
IWM
103
IHT Wealth Management
Illinois
$10.6M +$1.19M +17,579 +13%
HC
104
Headland Capital
South Carolina
$10.3M +$518K +7,659 +6%
JWM
105
Jackson Wealth Management
Florida
$10.2M -$287K -4,251 -3%
FAIM
106
Financial Advocates Investment Management
Washington
$10M +$9.54M +141,025 New
AC
107
ASB Consultores
Florida
$9.95M
CWAF
108
Core Wealth Advisors (Florida)
Florida
$9.86M +$637K +9,419 +7%
SA
109
Sanctuary Advisors
Indiana
$9.63M +$5.53M +81,776 +153%
KAS
110
Kestra Advisory Services
Texas
$9.42M -$1.89M -27,902 -17%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$9.38M +$173K +2,553 +2%
Cerity Partners
112
Cerity Partners
New York
$9.32M +$4.69M +69,384 +113%
SF
113
Symphony Financial
Texas
$9.12M +$8.6M +127,155 New
VWM
114
Vigilare Wealth Management
Arizona
$9.08M -$6.34M -93,721 -42%
EFS
115
Essex Financial Services
Connecticut
$9.03M +$1.26M +18,618 +17%
LPT
116
Legacy Private Trust
Wisconsin
$9.01M -$394K -5,829 -4%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$8.77M +$2.3M +34,073 +38%
NA
118
NewEdge Advisors
Louisiana
$8.77M +$272K +4,024 +3%
Creative Planning
119
Creative Planning
Kansas
$8.64M +$183K +2,701 +2%
SFPG
120
Stonebridge Financial Planning Group
Florida
$8.59M +$8.12K +120 +0.1%
LIA
121
Lynx Investment Advisory
District of Columbia
$8.58M -$3.35M -49,583 -29%
AF
122
Allworth Financial
California
$8.31M +$39.3K +581 +0.5%
CWP
123
Concord Wealth Partners
Virginia
$8.24M +$282K +4,170 +4%
CAMV
124
Concord Asset Management (Virginia)
Virginia
$8.24M +$7.82M +115,604 New
Invesco
125
Invesco
Georgia
$8.22M +$2.72M +40,210 +54%

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.