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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
HNWAG
176
High Net Worth Advisory Group
Florida
$4.29M +$49.7K +735 +1%
CPWA
177
Cerro Pacific Wealth Advisors
California
$4.17M +$617K +9,120 +18%
WCG
178
Weaver Consulting Group
California
$4.16M +$2.28M +33,775 +137%
FSA
179
Financial Services Advisory
Maryland
$4.11M +$3.53M +52,167 +943%
GWMR
180
GC Wealth Management RIA
Massachusetts
$4.1M -$359K -5,312 -8%
RA
181
RFG Advisory
Alabama
$4.09M -$477K -7,049 -11%
GS
182
GTS Securities
New York
$4.05M +$3.84M +56,827 New
WIA
183
Wetzel Investment Advisors
Indiana
$3.97M -$2.68M -39,596 -42%
JWCA
184
J.W. Cole Advisors
Florida
$3.88M +$113K +1,678 +3%
OBWG
185
Onyx Bridge Wealth Group
New York
$3.84M +$25.4K +376 +0.7%
SNWA
186
Siligmueller & Norvid Wealth Advisors
Illinois
$3.79M +$137K +2,023 +4%
VP
187
Verum Partners
North Carolina
$3.78M -$39.2K -579 -1%
EE
188
EWG Elevate
California
$3.68M +$3.49M +51,603 New
PTC
189
Private Trust Company
Ohio
$3.6M +$987K +14,589 +41%
PI
190
PFG Investments
New York
$3.58M +$3.39M +50,181 New
OL
191
Owen LaRue
Kentucky
$3.49M +$593K +8,774 +22%
NW
192
NewEdge Wealth
Pennsylvania
$3.46M +$2.49M +36,767 +312%
CAGAS
193
Capital Advisory Group Advisory Services
Minnesota
$3.35M +$1.42K +21 +0%
RWA
194
Redhawk Wealth Advisors
Minnesota
$3.3M -$406 -6 -0%
LI
195
LMCG Investments
Massachusetts
$3.29M -$443K -6,544 -12%
MFG
196
Merit Financial Group
Georgia
$3.28M -$109K -1,612 -3%
PEA
197
Park Edge Advisors
Ohio
$3.19M -$406K -6,010 -12%
DFC
198
DBK Financial Counsel
Ohio
$3.16M +$6.9K +102 +0.2%
CIA
199
Compass Ion Advisors
Pennsylvania
$2.99M +$191K +2,824 +7%
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
$2.88M -$8.92M -131,857 -77%

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.