SPHQ icon

Invesco S&P 500 Quality ETF

662 hedge funds and large institutions have $9.35B invested in Invesco S&P 500 Quality ETF in 2025 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 265 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2% more funds holding in top 10

Funds holding in top 10: 5354 (+1)

0.81% more ownership

Funds ownership: 65.61%66.43% (+0.81%)

49% less call options, than puts

Call options by funds: $485K | Put options by funds: $955K

Holders
662
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
54
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$485K
Puts
$955K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
101
Certified Advisory Corp
Florida
$10.8M
NF
102
Nikulski Financial
Iowa
$10.8M
IWM
103
IHT Wealth Management
Illinois
$10.6M
HC
104
Headland Capital
South Carolina
$10.3M
JWM
105
Jackson Wealth Management
Florida
$10.2M
FAIM
106
Financial Advocates Investment Management
Washington
$10M
AC
107
ASB Consultores
Florida
$9.95M
CWA
108
Core Wealth Advisors
Florida
$9.86M
KAS
109
Kestra Advisory Services
Texas
$9.42M
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$9.38M
Cerity Partners
111
Cerity Partners
New York
$9.32M
SF
112
Symphony Financial
Texas
$9.12M
VWM
113
Vigilare Wealth Management
Arizona
$9.08M
EFS
114
Essex Financial Services
Connecticut
$9.03M
LPT
115
Legacy Private Trust
Wisconsin
$9.01M
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$8.77M
NA
117
NewEdge Advisors
Louisiana
$8.77M
Creative Planning
118
Creative Planning
Kansas
$8.64M
SFPG
119
Stonebridge Financial Planning Group
Florida
$8.59M
LIA
120
Lynx Investment Advisory
District of Columbia
$8.58M
AF
121
Allworth Financial
California
$8.31M
CWP
122
Concord Wealth Partners
Virginia
$8.24M
CAMV
123
Concord Asset Management (Virginia)
Virginia
$8.24M
Invesco
124
Invesco
Georgia
$8.22M
BAM
125
Beaumont Asset Management
Texas
$8.05M