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

Invesco S&P 500 Quality ETF logo
$87.87 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ)

Number of
Institutional Buyers
(last 12 months)
507
Total
Institutional Inflows
(last 12 months)
$2.51B
Number of
Institutional Sellers
(last 12 months)
339
Total
Institutional Outflows
(last 12 months)
$1.66B
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SPHQ Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 MassMutual Private Wealth & Trust FSB4,143$373K0.0%-6.6%0.002%
7/2/2026 Cedar Mountain Advisors LLC141,770$12.77M2.2%+0.4%0.063%
6/23/2026MTM Financial Group LLC23,946$1.80M0.8%+19.7%0.011%
6/16/2026Steelhead Wealth Management LLC30,111$2.26M1.1%N/A0.014%
6/16/2026Empowered Funds LLC7,237$544K0.0%-15.1%0.003%
6/3/2026DBK Financial Counsel LLC44,727$3.36M2.5%+0.4%0.021%
6/3/2026Parallel Advisors LLC62,448$4.70M0.1%+1.4%0.029%
6/3/2026NewEdge Advisors LLC147,123$11.06M0.0%-1.6%0.069%
5/28/2026Cozad Asset Management Inc.250,011$18.80M1.5%-0.6%0.117%
5/28/2026Maripau Wealth Management LLC2,814$212K0.1%N/A0.001%
5/27/2026Security Financial Services INC.109,026$8.20M1.3%-1.0%0.051%
5/26/2026Glenmede Trust Co. NA4,232$318K0.0%+268.0%0.002%
5/26/2026Ruggaard & Associates LLC140,244$10.55M4.2%-4.3%0.066%
5/21/2026Vestor Capital LLC4,988$375K0.0%+63.8%0.002%
5/20/2026Cadia Private Client LLC4,943$372K0.3%+70.2%0.002%
5/20/2026Arete Wealth Advisors LLC33,497$2.52M0.2%-37.5%0.016%
5/19/2026Western Wealth Management LLC69,041$5.19M0.2%+1.6%0.032%
5/19/2026Silicon Valley Capital Partners24,203$1.82M0.2%-7.1%0.011%
5/19/2026NewEdge Advisors LLC76,117$5.42M0.1%-49.1%0.036%
5/19/2026Bank of America Corp DE4,893,236$367.92M0.0%-0.7%2.299%
5/19/2026Strategic Investment Advisors MI7,764$584K0.0%-12.9%0.004%
5/19/2026Arkadios Wealth Advisors4,829$363K0.0%N/A0.002%
5/19/2026Arete Wealth Advisors LLC33,497$2.52M0.2%-37.5%0.016%
5/18/2026Sunbelt Securities Inc.7,363$554K0.0%-33.9%0.003%
5/18/2026EverSource Wealth Advisors LLC10,889$819K0.0%+63.4%0.005%
5/18/2026Core Wealth Advisors Inc.161,720$12.16M2.9%+12.1%0.076%
5/18/2026Royal Bank of Canada2,184,539$164.26M0.0%-16.6%1.026%
5/18/2026Empowered Funds LLC7,237$544K0.0%-15.1%0.003%
5/16/2026Quantinno Capital Management LP155,621$11.70M0.0%+7.6%0.073%
5/15/2026Gateway Wealth Partners LLC8,095$609K0.0%+55.4%0.004%
5/15/2026Waverly Advisors LLC10,169$765K0.0%-3.7%0.005%
5/14/2026Renaissance Technologies LLC24,600$1.85M0.0%N/A0.012%
5/14/2026Compound Planning Inc.13,802$1.04M0.0%-5.2%0.006%
5/14/2026Liberty One Investment Management LLC51,804$3.90M0.4%-17.1%0.024%
5/14/2026Sei Investments Co.15,169$1.14M0.0%+1.5%0.007%
5/14/2026Lido Advisors LLC208,510$15.68M0.0%-1.9%0.098%
5/13/2026Cetera Investment Advisers1,231,815$92.62M0.1%-0.5%0.579%
5/13/2026Envision Financial Transparency LLC29,124$2.19M2.1%N/A0.014%
5/13/2026Dynamic Wealth Strategies LLC94,153$7.08M4.1%+2.3%0.044%
5/13/2026NewEdge Wealth LLC80,716$6.07M0.1%+43.3%0.038%
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5/8/2026PNC Financial Services Group Inc.900,843$67.73M0.0%-7.5%0.423%
5/8/2026Madison Asset Management LLC1,282,365$96.42M1.2%-5.9%0.602%
5/8/2026Cassaday & Co Wealth Management LLC360$27K0.0%N/A0.000%
5/7/2026Florida Financial Advisors LLC8,294$624K0.1%+19.2%0.004%
5/7/2026Parallel Advisors LLC62,448$4.70M0.1%+1.4%0.029%
5/7/2026Greenwood Gearhart LLC16,542$1.24M0.1%-14.3%0.008%
5/7/2026Next Capital Management LLC9,528$716K0.2%-17.9%0.004%
5/7/2026Performa Ltd US LLC100,923$7.59M1.7%-1.7%0.047%
5/7/2026Hershey Financial Advisers LLC28,305$2.13M1.8%+28.8%0.013%
5/6/2026MTM Investment Management LLC700$53K0.0%+100.0%0.000%
5/6/2026Assetmark Inc.16,035$1.21M0.0%-50.1%0.008%
5/6/2026Bauman Advisory Group LLC19,745$1.49M1.0%-2.6%0.009%
5/6/2026SteelPeak Wealth LLC2,998$225K0.0%-65.7%0.001%
5/6/2026Independent Financial Group LLC8,749$658K0.0%N/A0.004%
5/5/2026D.A. Davidson & CO.33,720$2.54M0.0%-4.5%0.016%
5/5/2026Bank of New York Mellon Corp1,956,052$147.08M0.0%-30.2%0.919%
5/5/2026Milestone Investment Advisors LLC528,118$39.71M9.6%+0.4%0.248%
5/5/2026Schwallier Wealth Management LLC376,496$28.31M20.7%-1.8%0.177%
5/5/2026Geneos Wealth Management Inc.125,167$9.41M0.2%+712.3%0.059%
5/5/2026SouthState Bank Corp154,680$11.63M0.5%-2.7%0.073%
5/5/2026Sanctuary Advisors LLC120,319$9.05M0.0%-0.3%0.057%
5/5/2026Sigma Planning Corp78,913$5.93M0.2%+13.4%0.037%
5/4/2026Calamos Wealth Management LLC2,706$203K0.0%N/A0.001%
5/4/2026Calamos Advisors LLC2,706$203K0.0%N/A0.001%
5/4/2026Sterling Group Wealth Management LLC231,299$17.39M8.2%-14.8%0.109%
5/4/2026HBW Advisory Services LLC11,671$878K0.1%+9.0%0.005%
5/4/2026Chicago Partners Investment Group LLC21,294$1.71M0.0%-10.0%0.010%
5/4/2026Uptick Partners LLC42,091$3.17M0.6%+24.3%0.020%
5/4/2026Hibernia Wealth Partners LLC6,474$487K0.1%-8.0%0.003%
5/2/2026International Assets Investment Management LLC19,580$1.49M0.0%-9.6%0.009%
5/2/2026Diversify Wealth Management LLC20,904$1.67M0.0%+87.7%0.010%
5/1/2026Citizens Financial Group Inc. RI14,035$1.06M0.0%-19.7%0.007%
5/1/2026Midwest Trust Co4,361$328K0.0%-15.3%0.002%
5/1/2026Fifth Third Bancorp406,396$30.56M0.1%+10.1%0.191%
5/1/2026Sovran Advisors LLC14,569$1.18M0.1%+11.1%0.007%
5/1/2026Sequoia Financial Advisors LLC548,918$41.27M0.2%-2.3%0.258%
5/1/2026 Cedar Mountain Advisors LLC141,220$10.62M2.1%-0.1%0.066%
4/30/2026ATX Financial Planning LLC6,681$502K0.4%-1.9%0.003%
4/30/2026Kestra Advisory Services LLC455,118$34.22M0.1%+363.1%0.214%
4/30/2026Money Concepts Capital Corp46,652$3.51M0.2%-7.3%0.022%
4/30/2026Fidelity D & D Bancorp Inc.89,889$6.76M2.7%+12.9%0.042%
4/30/2026Integrity Investment Advisors LLC124,695$9.38M5.1%+9.5%0.059%
4/30/2026Demars Financial Group LLC623,705$46.90M15.4%-2.5%0.293%
4/30/2026IAG Wealth Partners LLC58,809$4.42M0.5%-7.0%0.028%
4/30/2026KDK Private Wealth Management LLC8,003$590K0.5%+2.3%0.004%
4/29/2026Lmcg Investments LLC49,235$3.70M0.2%-1.8%0.023%
4/29/2026Childress Capital Advisors LLC14,818$1.11M0.2%+112.1%0.007%
4/29/2026Capstone Wealth Management Group LLC112,312$8.45M3.5%+60.0%0.053%
4/29/2026Montag A & Associates Inc.60,428$4.54M0.2%-9.1%0.028%
4/29/2026Sagace Wealth Management LLC16,166$1.22M0.8%-2.4%0.008%
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4/29/2026Centerpoint Advisory Group24,789$1.86M1.4%+28.7%0.012%
4/29/2026Advance Capital Management Inc.13,814$1.04M0.0%-8.4%0.006%
4/28/2026Fortitude Advisory Group L.L.C.3,231$243K0.1%N/A0.002%
4/28/2026Stephens Inc. AR10,096$759K0.0%+95.2%0.005%
4/28/2026LVZ Inc.3,431$258K0.0%-22.0%0.002%
4/28/2026Argus Investors Counsel Inc.5,030$378K0.3%-25.8%0.002%
4/28/2026Wealth Management Resources Inc.438,438$32.97M11.5%-0.1%0.206%
4/28/2026QRG Capital Management Inc.4,529$341K0.0%+5.1%0.002%
4/27/2026HB Wealth Management LLC16,537$1.24M0.0%+59.2%0.008%
4/27/2026Sierra Ocean LLC214,270$16.11M13.2%+4.5%0.101%


SPHQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 753 institutional investors and hedge funds held shares of Invesco S&P 500 Quality ETF. The most heavily invested institutionals were LPL Financial LLC ($894.40M), Cliftonlarsonallen Wealth Advisors LLC ($668.72M), Ameriprise Financial Inc. ($643.58M), Wealth Enhancement Advisory Services LLC ($611.60M), Morgan Stanley ($421.08M), Bank of America Corp DE ($367.92M), and Wells Fargo & Company MN ($360.18M).Learn more on Invesco S&P 500 Quality ETF's institutional investors.

Of the 689 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. ($13.55M), Ameriprise Financial Inc. ($5.49M), Raymond James Financial Inc. ($4.47M), Vantagepoint Investment Advisers LLC ($3.35M), LPL Financial LLC ($3.27M), Cliftonlarsonallen Wealth Advisors LLC ($2.30M), and Wealth Enhancement Advisory Services LLC ($1.64M).

Institutional investors have bought a total of 34,423,066 shares in the last 24 months. This purchase volume represents approximately $2.51B in transactions.

Of the 339 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: Fifth Third Bancorp ($3.98M), Northwestern Mutual Wealth Management Co. ($2.18M), Mainstay Capital Management LLC ADV ($1.32M), Assetmark Inc. ($1.23M), LPL Financial LLC ($1.20M), Trilogy Capital Inc. ($886.69K), and Bank of New York Mellon Corp ($845.43K).

Institutional investors have sold a total of 22,368,783 shares in the last 24 months. This volume of shares sold represents approximately $1.66B in transactions.


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This page (NYSEARCA:SPHQ) was last updated on 7/5/2026 by MarketBeat.com Staff.
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