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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
LPL Financial
1
LPL Financial
California
$810M +$89.7M +1,326,736 +13%
Ameriprise
2
Ameriprise
Minnesota
$659M +$253M +3,741,699 +68%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$573M +$21.6M +319,087 +4%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$538M -$12.1M -179,348 -2%
Morgan Stanley
5
Morgan Stanley
New York
$475M +$16M +236,591 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$375M +$38.6M +570,622 +12%
Bank of America
7
Bank of America
North Carolina
$311M +$17.9M +264,199 +6%
Wells Fargo
8
Wells Fargo
California
$306M +$46.1M +682,207 +19%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$303M -$6.54M -96,700 -2%
Raymond James Financial
10
Raymond James Financial
Florida
$276M +$99.4M +1,469,187 +61%
Osaic Holdings
11
Osaic Holdings
Arizona
$198M +$31.1M +459,888 +20%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$190M +$5.01M +74,007 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$179M +$30.2M +446,394 +22%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$132M +$37M +546,588 +42%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$131M +$10.9M +161,638 +10%
UBS Group
16
UBS Group
Switzerland
$120M +$9.7M +143,470 +9%
SWA
17
SFMG Wealth Advisors
Texas
$116M +$720K +10,641 +0.7%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$112M +$25.9M +382,298 +32%
Kovitz Investment Group Partners
19
Kovitz Investment Group Partners
Illinois
$108M +$7.21M +106,620 +8%
FCAS
20
First Command Advisory Services
Texas
$103M +$2.51M +37,086 +3%
MAM
21
Madison Asset Management
Wisconsin
$100M -$1.4M -20,715 -1%
MCM
22
Mainstay Capital Management
Michigan
$95.9M +$45.7M +675,521 +101%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$94.8M +$16.7M +247,437 +23%
EH
24
Equitable Holdings
New York
$94.1M +$5.32M +78,620 +6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$90.9M -$17.8M -263,326 -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.