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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

655 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 98 funds opening new positions, 262 increasing their positions, 181 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+42
Holders Change %
+6.85%
% of All Funds
8.79%
Holding in Top 10
53
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.71%
New
98
Increased
262
Reduced
181
Closed
47
Calls
$485K
Puts
$955K
Net Calls
-$470K
Net Calls Change
-$570K

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 Holding Trade Value Shares
Change 		Shares
Change %
HI
126
Harbour Investments
Wisconsin
$7.78M -$30.2K -424 -0.4%
LOIM
127
Liberty One Investment Management
Illinois
$7.71M -$561K -7,871 -7%
CWM
128
Cornerstone Wealth Management
Missouri
$7.7M +$106K +1,487 +1%
OC
129
Optima Capital
Oregon
$7.58M +$1.08M +15,110 +17%
IF
130
Integrity Financial
Wyoming
$7.56M -$4.16M -58,391 -36%
CLGM
131
Capitolis Liquid Global Markets
New York
$7.54M +$7.54M +105,800 New
PIWA
132
Prevail Innovative Wealth Advisors
Kansas
$7.4M +$977K +13,709 +15%
NRI
133
NFP Retirement Inc
California
$7.32M -$171K -2,398 -2%
PLU
134
Performa Ltd (US)
South Carolina
$7.32M +$229K +3,210 +3%
FPW
135
Flagship Private Wealth
Massachusetts
$7.22M +$84.2K +1,181 +1%
IIA
136
Integrity Investment Advisors
Colorado
$7.01M +$587K +8,244 +9%
MCM
137
MAI Capital Management
Ohio
$6.92M -$415K -5,822 -6%
DWS
138
Dynamic Wealth Strategies
California
$6.76M +$295K +4,140 +5%
CWM
139
Cedar Wealth Management
California
$6.73M -$40K -562 -0.6%
Comerica Bank
140
Comerica Bank
Texas
$6.7M +$1.16M +16,287 +21%
WDL
141
Well Done LLC
Michigan
$6.64M -$561K -7,874 -8%
MIH
142
Meitav Investment House
Israel
$6.5M -$4.71M -66,042 -42%
CCFM
143
Clear Creek Financial Management
Washington
$6.49M -$144K -2,018 -2%
PFT
144
Providence First Trust
Arizona
$6.24M +$54K +758 +0.9%
IWP
145
IAG Wealth Partners
Wisconsin
$5.88M -$578K -8,112 -9%
RAM
146
Riggs Asset Management
Pennsylvania
$5.87M +$18.5K +259 +0.3%
KAS
147
KPP Advisory Services
Kentucky
$5.78M +$1.08M +15,168 +23%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$5.64M +$4.45M +62,393 +373%
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$5.57M -$162K -2,270 -3%
TFS
150
Thoroughbred Financial Services
Tennessee
$5.48M +$361K +5,072 +7%
4 5
6
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