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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 %
GWSG
151
GPS Wealth Strategies Group
Colorado
$5.38M +$5.2M +72,996 +2,930%
FDDB
152
Fidelity D&D Bancorp
Pennsylvania
$5.38M +$557K +7,823 +12%
VT
153
Vise Technologies
New York
$5.32M +$5.32M +74,699 New
KPWS
154
Kestra Private Wealth Services
Texas
$5.29M +$41.1K +577 +0.8%
AI
155
Atria Investments
North Carolina
$5.25M +$4.85M +68,050 +1,218%
Goldman Sachs
156
Goldman Sachs
New York
$5.01M +$5.01M +70,283 New
BBHC
157
Brown Brothers Harriman & Co
New York
$5M +$207K +2,902 +4%
PWA
158
Provenance Wealth Advisors
Florida
$4.97M -$544K -7,638 -10%
BCI
159
Brinker Capital Investments
Pennsylvania
$4.83M -$296K -4,155 -6%
MA
160
Montag & Associates
Georgia
$4.82M -$228K -3,206 -5%
WMA
161
West Michigan Advisors
Michigan
$4.68M -$43.6K -612 -0.9%
PA
162
Parallel Advisors
California
$4.65M -$56.5K -793 -1%
HFM
163
Hartford Financial Management
Connecticut
$4.64M -$593K -8,320 -11%
FHA
164
Flagship Harbor Advisors
Massachusetts
$4.63M -$207K -2,901 -4%
WWM
165
Western Wealth Management
Colorado
$4.61M +$72.8K +1,021 +2%
MOS
166
MGO One Seven
Ohio
$4.6M +$766K +10,746 +20%
SPC
167
Sigma Planning Corp
Michigan
$4.48M +$2.97M +41,648 +196%
SF
168
Summit Financial
New Jersey
$4.42M +$1.24M +17,361 +39%
BRIA
169
Balanced Rock Investment Advisors
Massachusetts
$4.4M +$4.4M +61,782 New
AAS
170
Ameritas Advisory Services
Nebraska
$4.34M -$1.54M -21,576 -26%
BI
171
Berkeley Inc
Idaho
$4.33M +$4.33M +60,768 New
LWM
172
Lionshead Wealth Management
New York
$4.29M +$629K +8,831 +17%
HNWAG
173
High Net Worth Advisory Group
Florida
$4.29M +$52.4K +735 +1%
CPWA
174
Cerro Pacific Wealth Advisors
California
$4.17M +$650K +9,120 +18%
WCG
175
Weaver Consulting Group
California
$4.16M +$2.41M +33,775 +137%
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