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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 %
PEA
176
Park Edge Advisors
Ohio
$3.37M -$5.88M -88,698 -64%
CPWA
177
Cerro Pacific Wealth Advisors
California
$3.31M +$392K +5,848 +13%
MFG
178
Merit Financial Group
Georgia
$3.16M -$248K -3,740 -7%
CAGAS
179
Capital Advisory Group Advisory Services
Minnesota
$3.12M -$15.1K -227 -0.5%
RWA
180
Redhawk Wealth Advisors
Minnesota
$3.07M +$19K +286 +0.6%
KeyBank National Association
181
KeyBank National Association
Ohio
$2.96M -$389K -5,871 -12%
SF
182
Summit Financial
New Jersey
$2.96M +$2.96M +44,607 New
DFC
183
DBK Financial Counsel
Ohio
$2.93M +$8.62K +130 +0.3%
OL
184
Owen LaRue
Kentucky
$2.66M +$198K +2,991 +8%
NYLIM
185
New York Life Investment Management
New York
$2.62M -$1.31M -19,699 -33%
ACI
186
Alpha Cubed Investments
California
$2.6M -$78.9K -1,190 -3%
CIA
187
Compass Ion Advisors
Pennsylvania
$2.59M +$568K +8,555 +28%
CAG
188
Crestwood Advisors Group
Massachusetts
$2.54M -$103K -1,560 -4%
SWM
189
Sagace Wealth Management
Florida
$2.52M +$59.2K +893 +2%
MCC
190
Money Concepts Capital
Florida
$2.5M +$240K +3,622 +11%
Baird Financial Group
191
Baird Financial Group
Wisconsin
$2.47M +$1.25M +18,893 +103%
MA
192
MONECO Advisors
Connecticut
$2.45M +$82.3K +1,240 +3%
KTC
193
Kentucky Trust Company
Kentucky
$2.4M -$11.6K -175 -0.5%
IF
194
Intrua Financial
Texas
$2.4M -$4.01M -60,506 -63%
PTC
195
Private Trust Company
Ohio
$2.38M -$162K -2,449 -6%
OWM
196
OneAscent Wealth Management
Alabama
$2.34M +$364K +5,488 +18%
EWM
197
Endowment Wealth Management
Wisconsin
$2.32M +$200K +3,018 +9%
PAS
198
Park Avenue Securities
New York
$2.3M -$606K -9,133 -21%
AIA
199
AssuredPartners Investment Advisors
Florida
$2.29M -$77.1K -1,162 -3%
GG
200
Greenwood Gearhart
Arkansas
$2.22M -$604K -9,103 -21%
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