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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.

New
Increased
Maintained
Reduced
Closed
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
Ameriprise
Minnesota
$365M
2
LPL Financial
LPL Financial
California
$666M
3
Morgan Stanley
Morgan Stanley
New York
$426M
4
Raymond James Financial
Raymond James Financial
Florida
$159M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$172M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$93.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$86.7M
3
IAA
Independent Advisor Alliance
North Carolina
$0
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$507M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$93.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
151
Carolinas Wealth Consulting
North Carolina
$4.59M +$208K +3,141 +5%
FHA
152
Flagship Harbor Advisors
Massachusetts
$4.51M +$18.4K +278 +0.4%
FDDB
153
Fidelity D&D Bancorp
Pennsylvania
$4.49M +$372K +5,606 +9%
BBHC
154
Brown Brothers Harriman & Co
New York
$4.46M – – –
WMA
155
West Michigan Advisors
Michigan
$4.4M +$116K +1,745 +3%
PA
156
Parallel Advisors
California
$4.38M -$85.2K -1,285 -2%
KAS
157
KPP Advisory Services
Kentucky
$4.38M -$2M -30,100 -31%
RA
158
RFG Advisory
Alabama
$4.28M -$1.41M -21,283 -25%
ARC
159
Advisor Resource Council
Texas
$4.26M +$4.26M +64,178 New
WWM
160
Western Wealth Management
Colorado
$4.22M +$31.9K +481 +0.8%
GWMR
161
GC Wealth Management RIA
Massachusetts
$4.17M +$106K +1,602 +3%
Focus Partners Wealth
162
Focus Partners Wealth
Massachusetts
$4.13M +$51.9K +783 +1%
EFL
163
ERn Financial LLC
Wisconsin
$4.11M +$1.41M +21,283 +52%
Cerity Partners
164
Cerity Partners
New York
$4.07M -$120K -1,804 -3%
CF
165
Collier Financial
Colorado
$4.01M -$6.74M -101,590 -63%
HNWAG
166
High Net Worth Advisory Group
Florida
$3.94M +$253K +3,815 +7%
CF
167
Convergence Financial
Missouri
$3.79M -$27.5K -414 -0.7%
MOS
168
MGO One Seven
Ohio
$3.57M +$1.14M +17,186 +47%
VP
169
Verum Partners
North Carolina
$3.56M -$51.1K -770 -1%
OBWG
170
Onyx Bridge Wealth Group
New York
$3.55M +$586K +8,832 +20%
NFA
171
Northwest Financial Advisors
Virginia
$3.51M +$560K +8,448 +19%
JWCA
172
J.W. Cole Advisors
Florida
$3.5M +$405K +6,102 +13%
LI
173
LMCG Investments
Massachusetts
$3.5M +$27.7K +418 +0.8%
SNWA
174
Siligmueller & Norvid Wealth Advisors
Illinois
$3.41M +$50.9K +767 +2%
LWM
175
Lionshead Wealth Management
New York
$3.41M -$1.1M -16,508 -24%
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