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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
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$5.64M +$4.22M +62,393 +373%
National Bank of Canada
152
National Bank of Canada
Quebec, Canada
$5.57M -$154K -2,270 -3%
TFS
153
Thoroughbred Financial Services
Tennessee
$5.48M +$343K +5,072 +7%
GWSG
154
GPS Wealth Strategies Group
Colorado
$5.38M +$4.94M +72,996 +2,930%
FDDB
155
Fidelity D&D Bancorp
Pennsylvania
$5.38M +$529K +7,823 +12%
VT
156
Vise Technologies
New York
$5.32M +$5.05M +74,699 New
KPWS
157
Kestra Private Wealth Services
Texas
$5.29M +$39K +577 +0.8%
AI
158
Atria Investments
North Carolina
$5.25M +$4.6M +68,050 +1,218%
Goldman Sachs
159
Goldman Sachs
New York
$5.01M +$4.75M +70,283 New
BBHC
160
Brown Brothers Harriman & Co
New York
$5M +$196K +2,902 +4%
PWA
161
Provenance Wealth Advisors
Florida
$4.97M -$517K -7,638 -10%
BCI
162
Brinker Capital Investments
Pennsylvania
$4.83M -$281K -4,155 -6%
MA
163
Montag & Associates
Georgia
$4.82M -$217K -3,206 -5%
WMA
164
West Michigan Advisors
Michigan
$4.68M -$41.4K -612 -0.9%
PA
165
Parallel Advisors
California
$4.65M -$53.6K -793 -1%
HFM
166
Hartford Financial Management
Connecticut
$4.64M -$563K -8,320 -11%
FHA
167
Flagship Harbor Advisors
Massachusetts
$4.63M -$196K -2,901 -4%
WWM
168
Western Wealth Management
Colorado
$4.61M +$69.1K +1,021 +2%
MOS
169
MGO One Seven
Ohio
$4.6M +$727K +10,746 +20%
SPC
170
Sigma Planning Corp
Michigan
$4.48M +$2.82M +41,648 +196%
SF
171
Summit Financial
New Jersey
$4.42M +$1.17M +17,361 +39%
BRIA
172
Balanced Rock Investment Advisors
Massachusetts
$4.4M +$4.18M +61,782 New
AAS
173
Ameritas Advisory Services
Nebraska
$4.34M -$1.46M -21,576 -26%
BI
174
Berkeley Inc
Idaho
$4.33M +$4.11M +60,768 New
LWM
175
Lionshead Wealth Management
New York
$4.29M +$597K +8,831 +17%

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.