We are live on ! Find out more
SPHQ icon

Invesco S&P 500 Quality ETF
SPHQ

712 hedge funds and large institutions have $10B invested in Invesco S&P 500 Quality ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 264 increasing their positions, 227 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 47

28% more funds holding in top 10

Funds holding in top 10: 47 → 60 (+13)

16% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 227

5% more funds holding

Funds holding: 676 → 712 (+36)

1% more capital invested

Capital invested by funds: $9.97B → $10B (+$69.9M)

0.1% more ownership

Funds ownership: 65.98% → 66.09% (+0.1%)

Holders
712
Holders Change
+36
Holders Change %
+5.33%
% of All Funds
8.66%
Holding in Top 10
60
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+27.66%
% of All Funds
0.73%
New
93
Increased
264
Reduced
227
Closed
47
Calls
$1.52M
Puts
–
Net Calls
+$1.52M
Net Calls Change
+$1.36M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$49M
2
SFA
Sequoia Financial Advisors
Ohio
+$39.9M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$39.8M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$36.9M
5
SWGC
Summit Wealth Group (Colorado)
Colorado
+$27.3M

Top Sellers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$261M
2
LPL Financial
LPL Financial
California
-$88.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.1M
4
Morgan Stanley
Morgan Stanley
New York
-$39.6M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$26.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
201
JHP Wealth Management
Colorado
$3.84M +$3.8M +51,172 New
PI
202
PFG Investments
New York
$3.78M +$329K +4,436 +10%
MCC
203
Money Concepts Capital
Florida
$3.78M +$755K +10,164 +25%
VP
204
Verum Partners
North Carolina
$3.77M +$10.5K +141 +0.3%
LI
205
LMCG Investments
Massachusetts
$3.76M +$22K +296 +0.6%
FSA
206
Financial Services Advisory
Maryland
$3.73M -$353K -4,748 -9%
CD
207
Capital Developers
North Carolina
$3.72M +$3.68M +49,576 New
PFS
208
Prospera Financial Services
Texas
$3.7M +$3.1M +41,749 +555%
LIM
209
Leavell Investment Management
Alabama
$3.64M +$177K +2,386 +5%
IA
210
IFP Advisors
Florida
$3.58M +$120K +1,610 +3%
FCM
211
Family Capital Management
Michigan
$3.56M +$937K +12,621 +36%
XPN
212
XY Planning Network
Montana
$3.55M +$3.51M +47,251 New
FFG
213
Fortune Financial Group
Florida
$3.44M +$3.4M +45,809 New
FFA
214
Farther Finance Advisors
California
$3.44M +$741K +9,978 +28%
CAGAS
215
Capital Advisory Group Advisory Services
Minnesota
$3.41M -$70.9K -955 -2%
JWCA
216
J.W. Cole Advisors
Florida
$3.38M +$142K +1,914 +4%
UCB
217
United Community Bank
South Carolina
$3.35M +$701K +9,435 +27%
DFC
218
DBK Financial Counsel
Ohio
$3.34M +$9.43K +127 +0.3%
PTC
219
Private Trust Company
Ohio
$3.34M +$184K +2,477 +6%
GWMR
220
GC Wealth Management RIA
Massachusetts
$3.2M -$308K -4,151 -9%
CAL
221
Capital Advisors Ltd
Ohio
$3.2M +$967K +13,025 +44%
FGA
222
Fortis Group Advisors
New Jersey
$3.19M -$1.32M -17,716 -30%
GAM
223
Gotham Asset Management
New York
$3.19M +$2.91M +39,131 +1,171%
KeyBank National Association
224
KeyBank National Association
Ohio
$3.18M +$316K +4,260 +11%
SPIA
225
Steward Partners Investment Advisory
New York
$3.18M -$18.1M -243,494 -85%
7 8
9
10 11