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Invesco S&P 500 Quality ETF (SPHQ) Institutional Ownership

Invesco S&P 500 Quality ETF logo
$73.52 -0.34 (-0.46%)
As of 10/9/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ)

Number of
Institutional Buyers
(last 12 months)
517
Total
Institutional Inflows
(last 12 months)
$2.78B
Number of
Institutional Sellers
(last 12 months)
264
Total
Institutional Outflows
(last 12 months)
$2.18B
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SPHQ Institutional Buying and Selling by Quarter

Invesco S&P 500 Quality ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2025Astoria Portfolio Advisors LLC.38,538$2.85M0.7%-1.3%0.019%
10/9/2025Redhawk Wealth Advisors Inc.53,100$3.89M0.5%+14.8%0.026%
10/9/2025Bath Savings Trust Co5,462$400K0.0%N/A0.003%
10/9/2025Dynamic Advisor Solutions LLC35,163$2.58M0.1%+0.5%0.017%
10/9/2025Park Edge Advisors LLC55,898$4.10M0.9%+25.0%0.027%
10/8/2025 Patriot Financial Group Insurance Agency LLC20,956$1.54M0.2%+4.7%0.010%
10/8/2025 Fiduciary Alliance LLC32,228$2.36M0.2%+16.1%0.016%
10/8/2025 Legacy Private Trust Co.124,786$9.15M0.5%-1.3%0.061%
10/8/2025 Trinity Wealth Management LLC9,724$713K0.3%+14.3%0.005%
10/7/2025 First International Bank & Trust560,123$41.05M14.3%-1.6%0.273%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.626$46K0.1%-95.9%0.000%
10/7/2025 Graves Light Lenhart Wealth Inc.232,606$17.05M1.9%+1.3%0.113%
10/6/2025 Orgel Wealth Management LLC425,914$31.22M0.7%-0.9%0.208%
10/6/2025 Fragasso Financial Advisors Inc31,677$2.34M0.1%+0.5%0.015%
10/6/2025 Wisconsin Wealth Advisors LLC34,690$2.54M2.4%+11.1%0.017%
10/6/2025 AssuredPartners Investment Advisors LLC4,272$313K0.1%-43.3%0.002%
10/6/2025 HF Advisory Group LLC23,994$1.76M0.6%+5.1%0.012%
10/6/2025 TruWealth Advisors LLC258,064$18.91M1.0%-0.6%0.126%
10/6/2025 Sterling Group Wealth Management LLC272,049$19.94M9.9%-2.2%0.133%
10/3/2025 Jackson Wealth Management LLC144,444$10.59M1.1%+0.7%0.070%
10/2/2025 Investors Research Corp18,678$1.37M0.3%+5.9%0.009%
10/2/2025 Capital Asset Advisory Services LLC12,468$914K0.0%+1.5%0.006%
10/1/2025 Vigilare Wealth Management113,919$8.35M2.9%-10.6%0.056%
9/26/2025Corient Private Wealth LLC463,932$33.06M0.0%-4.2%0.227%
9/11/2025Silicon Valley Capital Partners21,292$1.52M0.2%-3.2%0.010%
9/4/2025Osaic Holdings Inc.2,791,045$197.82M0.4%+19.7%1.363%
8/27/2025Orion Porfolio Solutions LLC67,793$4.83M0.0%-5.8%0.033%
8/26/2025Thrivent Financial for Lutherans40,364$2.88M0.0%-76.6%0.020%
8/20/2025Coppell Advisory Solutions LLC11,834$838K0.1%-40.8%0.006%
8/19/2025Newbridge Financial Services Group Inc.1,013$72K0.0%N/A0.000%
8/19/2025Advisory Services Network LLC21,456$1.53M0.0%+10.0%0.010%
8/18/2025Tyler Stone Wealth Management21,720$1.55M0.2%N/A0.011%
8/18/2025Geneos Wealth Management Inc.17,875$1.27M0.0%-41.4%0.009%
8/16/2025Evergreen Capital Management LLC332,014$23.66M0.7%+3.9%0.162%
8/16/2025Headlands Technologies LLC2,343$167K0.0%-23.7%0.001%
8/15/2025Strategic Investment Advisors MI9,276$661K0.1%-4.4%0.005%
8/15/2025Nikulski Financial Inc.150,962$10.76M2.9%-0.3%0.074%
8/15/2025Corient Private Wealth LLC465,181$33.15M0.0%-3.9%0.227%
8/15/2025Equitable Holdings Inc.1,320,290$94.08M0.8%+6.3%0.645%
8/15/2025Captrust Financial Advisors79,137$5.64M0.0%+372.6%0.039%
8/15/2025Prevail Innovative Wealth Advisors LLC103,910$7.41M1.7%+15.2%0.051%
8/15/2025Fidelity D & D Bancorp Inc.75,471$5.38M3.3%+11.6%0.037%
8/15/2025Visionary Wealth Advisors22,907$1.63M0.1%+19.1%0.011%
8/15/2025Snowden Capital Advisors LLC248,507$17.71M0.5%+1.7%0.121%
8/15/2025Redwood Financial Network Corp12,001$855K0.6%+9.3%0.006%
8/15/2025Riggs Asset Managment Co. Inc.82,366$5.87M1.4%+0.3%0.040%
8/15/2025Ruggaard & Associates LLC158,963$11.33M4.6%N/A0.078%
8/15/2025Orion Porfolio Solutions LLC195,013$13.90M0.1%+171.0%0.095%
8/15/2025MML Investors Services LLC639,221$45.55M0.1%+14.7%0.312%
8/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.18,780$1.34M0.2%-15.0%0.009%
8/15/2025IHT Wealth Management LLC148,383$10.57M0.3%+13.4%0.072%
8/15/2025Great Valley Advisor Group Inc.19,382$1.38M0.0%+14.8%0.009%
8/15/2025Gallagher Fiduciary Advisors LLC3,794$270K0.0%N/A0.002%
8/15/2025EP Wealth Advisors LLC15,760$1.12M0.0%+24.6%0.008%
8/15/2025BNP Paribas Financial Markets1,146$82K0.0%-17.1%0.001%
8/15/2025Balanced Rock Investment Advisors LLC61,782$4.40M3.5%N/A0.030%
8/15/2025Bank of America Corp DE4,360,942$310.76M0.0%+6.4%2.130%
8/15/2025Ameriprise Financial Inc.9,247,520$658.85M0.2%+68.0%4.516%
8/14/2025Ausdal Financial Partners Inc.14,421$1.03M0.1%+49.5%0.007%
8/14/2025Raymond James Financial Inc.3,869,397$275.73M0.1%+61.2%1.890%
8/14/2025Chicago Wealth Management Inc.156,118$11.13M5.3%-0.3%0.076%
8/14/2025Betterment LLC10,969$782K0.0%+60.4%0.005%
8/14/2025Quantinno Capital Management LP7,070$504K0.0%+7.3%0.003%
8/14/2025Diversify Wealth Management LLC8,268$598K0.0%+106.4%0.004%
8/14/2025HUB Investment Partners LLC4,668$333K0.0%N/A0.002%
8/14/2025NewEdge Advisors LLC123,019$8.77M0.0%+3.4%0.060%
8/14/2025Qube Research & Technologies Ltd271,921$19.38M0.0%+82.7%0.133%
8/14/2025Sentinus LLC10,448$745K0.2%N/A0.005%
8/14/2025Cerity Partners LLC130,753$9.32M0.0%+113.1%0.064%
8/13/2025PGIM Custom Harvest LLC7,572$540K0.0%+7.0%0.004%
8/13/2025Cresset Asset Management LLC254,108$18.11M0.1%+3.8%0.124%
8/13/2025Gateway Wealth Partners LLC4,740$338K0.1%-14.6%0.002%
8/13/2025Brown Advisory Inc.15,535$1.11M0.0%+1.1%0.008%
8/13/2025M Holdings Securities Inc.17,366$1.23M0.2%N/A0.008%
8/13/2025Milestone Investment Advisors LLC532,920$37.98M9.9%-2.2%0.260%
8/13/2025Baird Financial Group Inc.208,184$14.84M0.0%+458.9%0.102%
8/13/2025Dynamic Wealth Strategies LLC94,910$6.76M4.9%+4.6%0.046%
8/13/2025Invesco Ltd.115,321$8.22M0.0%+53.5%0.056%
8/13/2025CW Advisors LLC17,122$1.22M0.0%+72.8%0.008%
8/13/2025IAG Wealth Partners LLC82,515$5.88M0.8%-9.0%0.040%
8/13/2025WCG Wealth Advisors LLC205,459$14.64M0.9%+6.4%0.100%
8/13/2025Beacon Pointe Advisors LLC10,429$743K0.0%-16.6%0.005%
8/13/2025Lido Advisors LLC218,855$15.60M0.1%-1.5%0.107%
8/13/2025Denver Wealth Management Inc.27,952$1.99M0.8%+235.0%0.014%
8/13/2025Level Four Advisory Services LLC13,971$996K0.0%-1.2%0.007%
8/13/2025Northwestern Mutual Wealth Management Co.1,843,952$131.40M0.1%+9.6%0.900%
8/13/2025Mayfair Advisory Group LLC33,574$2.42M1.2%+14.9%0.016%
8/13/2025Integrity Investment Advisors LLC98,361$7.01M5.4%+9.1%0.048%
8/13/2025Vermillion & White Wealth Management Group LLC21,339$1.52M1.0%N/A0.010%
8/13/2025Choreo LLC5,533$394K0.0%N/A0.003%
8/12/2025J.W. Cole Advisors Inc.54,463$3.88M0.1%+3.2%0.027%
8/12/2025Richmond Investment Services LLC26,256$1.87M0.4%+181.3%0.013%
8/12/2025SlateStone Wealth LLC12,237$872K0.1%-5.2%0.006%
8/12/2025Financial Advocates Investment Management141,025$10.05M0.8%N/A0.069%
8/12/2025Steward Partners Investment Advisory LLC261,438$18.63M0.1%+71.3%0.128%
8/12/2025Insigneo Advisory Services LLC5,516$393K0.0%N/A0.003%
8/12/2025CreativeOne Wealth LLC13,680$975K0.0%+89.5%0.007%
8/12/2025Jefferies Financial Group Inc.282,958$20.16M0.2%+3.7%0.138%
8/12/2025Global Retirement Partners LLC228,220$16.26M0.4%N/A0.111%
8/12/2025Vestor Capital LLC2,079$148K0.0%-58.3%0.001%
(Data available from 1/1/2016 forward)

SPHQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPHQ shares?

During the previous two years, 672 institutional investors and hedge funds held shares of Invesco S&P 500 Quality ETF. The most heavily invested institutionals were LPL Financial LLC ($666.34M), Ameriprise Financial Inc. ($658.85M), Cliftonlarsonallen Wealth Advisors LLC ($573.15M), Wealth Enhancement Advisory Services LLC ($538.03M), Bank of America Corp DE ($310.76M), Fifth Third Bancorp ($302.91M), and FMR LLC ($277.43M).Learn more on Invesco S&P 500 Quality ETF's institutional investors.

Which institutional investors have been buying Invesco S&P 500 Quality ETF's stock?

Of the 606 institutional investors that purchased Invesco S&P 500 Quality ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($12.56M), Ameriprise Financial Inc. ($5.74M), Cliftonlarsonallen Wealth Advisors LLC ($5.01M), Fifth Third Bancorp ($4.61M), Raymond James Financial Inc. ($3.87M), LPL Financial LLC ($3.79M), and International Assets Investment Management LLC ($2.72M).

How much institutional buying is happening at Invesco S&P 500 Quality ETF?

Institutional investors have bought a total of 40,756,203 shares in the last 24 months. This purchase volume represents approximately $2.78B in transactions.

Which of Invesco S&P 500 Quality ETF's major shareholders have been selling company stock?

Of the 264 institutional investors that sold Invesco S&P 500 Quality ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Command Advisory Services Inc. ($11.03M), Envestnet Asset Management Inc. ($10.95M), Trilogy Capital Inc. ($861.73K), Mainstay Capital Management LLC ADV ($798.10K), Jones Financial Companies Lllp ($765.47K), Wealth Enhancement Advisory Services LLC ($702.51K), and Kovitz Investment Group Partners LLC ($683.63K).

How much institutional selling is happening at Invesco S&P 500 Quality ETF?

Institutional investors have sold a total of 32,494,690 shares in the last 24 months. This volume of shares sold represents approximately $2.18B in transactions.



This page (NYSEARCA:SPHQ) was last updated on 10/10/2025 by MarketBeat.com Staff
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