Free Trial
→ Ticker Revealed: Pre-IPO Access to 'Next Elon Musk' Company (From Banyan Hill Publishing) (Ad)tc pixel Free SPHQ Stock Alerts

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

Invesco S&P 500 Quality ETF logo
$81.67 +1.11 (+1.38%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
532
Total
Institutional Inflows
(last 12 months)
$3.01B
Number of
Institutional Sellers
(last 12 months)
338
Total
Institutional Outflows
(last 12 months)
$1.72B
Get SPHQ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P 500 Quality ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SPHQ Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/2/2026 International Assets Investment Management LLC19,580$1.49M0.0%-9.6%0.009%
5/2/2026 Diversify Wealth Management LLC20,904$1.67M0.0%+87.7%0.010%
5/1/2026 Citizens Financial Group Inc. RI14,035$1.06M0.0%-19.7%0.007%
5/1/2026 Midwest Trust Co4,361$328K0.0%-15.3%0.002%
5/1/2026 Fifth Third Bancorp406,396$30.56M0.1%+10.1%0.191%
5/1/2026 Sovran Advisors LLC14,569$1.18M0.1%+11.1%0.007%
5/1/2026 Sequoia 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%
4/30/2026 ATX Financial Planning LLC6,681$502K0.4%-1.9%0.003%
4/30/2026 Kestra Advisory Services LLC455,118$34.22M0.1%+363.1%0.214%
4/30/2026 Money Concepts Capital Corp46,652$3.51M0.2%-7.3%0.022%
4/30/2026 Fidelity D & D Bancorp Inc.89,889$6.76M2.7%+12.9%0.042%
4/30/2026 Integrity Investment Advisors LLC124,695$9.38M5.1%+9.5%0.059%
4/30/2026 Demars Financial Group LLC623,705$46.90M15.4%-2.5%0.293%
4/30/2026 IAG Wealth Partners LLC58,809$4.42M0.5%-7.0%0.028%
4/30/2026 KDK Private Wealth Management LLC8,003$590K0.5%+2.3%0.004%
4/29/2026 Lmcg Investments LLC49,235$3.70M0.2%-1.8%0.023%
4/29/2026 Childress Capital Advisors LLC14,818$1.11M0.2%+112.1%0.007%
4/29/2026 Capstone Wealth Management Group LLC112,312$8.45M3.5%+60.0%0.053%
4/29/2026 Montag A & Associates Inc.60,428$4.54M0.2%-9.1%0.028%
4/29/2026 Sagace Wealth Management LLC16,166$1.22M0.8%-2.4%0.008%
4/29/2026 Centerpoint Advisory Group24,789$1.86M1.4%+28.7%0.012%
4/29/2026 Advance Capital Management Inc.13,814$1.04M0.0%-8.4%0.006%
4/28/2026 Fortitude Advisory Group L.L.C.3,231$243K0.1%N/A0.002%
4/28/2026 Stephens Inc. AR10,096$759K0.0%+95.2%0.005%
4/28/2026 LVZ Inc.3,431$258K0.0%-22.0%0.002%
4/28/2026 Argus Investors Counsel Inc.5,030$378K0.3%-25.8%0.002%
4/28/2026 Wealth Management Resources Inc.438,438$32.97M11.5%-0.1%0.206%
4/28/2026 QRG Capital Management Inc.4,529$341K0.0%+5.1%0.002%
4/27/2026 HB Wealth Management LLC16,537$1.24M0.0%+59.2%0.008%
4/27/2026 Sierra Ocean LLC214,270$16.11M13.2%+4.5%0.101%
4/27/2026 World Investment Advisors24,754$1.86M0.0%+0.6%0.012%
4/27/2026 PAX Financial Group LLC16,045$1.21M0.2%N/A0.008%
4/27/2026 Turtle Creek Wealth Advisors LLC1,000$75K0.0%N/A0.000%
4/27/2026 Private Advisor Group LLC369,373$27.77M0.1%+15.3%0.174%
4/27/2026 MOR Wealth Management LLC217,866$16.38M7.5%+11.6%0.102%
4/27/2026 Y Intercept Hong Kong Ltd39,149$2.94M0.1%+301.3%0.018%
4/27/2026 Platform Technology Partners30,466$2.29M0.4%+5.7%0.014%
4/25/2026 Keybank National Association OH39,744$2.99M0.0%-6.1%0.019%
4/25/2026 Sage Investment Counsel LLC22,285$1.68M1.9%+5.1%0.010%
4/25/2026 Northwest Financial Advisors46,060$3.46M6.7%+11.1%0.022%
4/25/2026 TSG Advice Partners LLC89,803$6.75M1.0%+439.9%0.042%
4/25/2026 KPP Advisory Services LLC81,015$6.09M0.9%-7.9%0.038%
4/24/2026 Capital Asset Advisory Services LLC9,959$801K0.0%-8.8%0.005%
4/24/2026 Essex Financial Services Inc.137,149$10.31M0.6%+3.7%0.065%
4/24/2026 Family Investment Center Inc.520,845$39.16M7.5%-16.5%0.245%
4/24/2026 Flagship Private Wealth LLC103,051$7.75M3.1%+0.7%0.048%
4/24/2026 Key Financial Inc16,587$1.25M0.2%+1.6%0.008%
4/24/2026 Global Trust Asset Management LLC1,105$83K0.0%+42.6%0.001%
4/24/2026 Impact Partnership Wealth LLC3,524$265K0.0%N/A0.002%
4/23/2026 Members Wealth LLC23,422$1.88M1.1%-10.8%0.011%
4/23/2026 OakTrust Wealth Advisors LLC73,429$5.52M5.0%+13.4%0.035%
4/23/2026 Dupree Financial Group LLC10,535$792K0.3%-3.6%0.005%
4/23/2026 Networth Advisors LLC570$43K0.0%N/A0.000%
4/23/2026 Apollon Wealth Management LLC4,400$331K0.0%+11.4%0.002%
4/23/2026 Wetzel Investment Advisors Inc.50,912$3.83M1.5%-3.5%0.024%
4/22/2026 Independence Asset Advisors LLC982,253$73.86M26.7%N/A0.462%
4/22/2026 Patriot Financial Group Insurance Agency LLC49,600$3.73M0.2%+113.1%0.023%
4/22/2026 Janney Montgomery Scott LLC170,750$12.84M0.0%+13.7%0.080%
4/22/2026 Onyx Bridge Wealth Group LLC66,284$4.98M0.5%+1.3%0.031%
4/22/2026 Foundry Financial LLC12,041$905K0.4%-16.8%0.006%
4/22/2026 Trilogy Capital Inc.129,564$9.74M0.4%+10.0%0.061%
4/22/2026 Beaumont Asset Management L.L.C.84,839$6.38M2.9%-1.5%0.040%
4/22/2026 Mayfair Advisory Group LLC28,533$2.15M0.7%-3.4%0.013%
4/22/2026 Merkkuri Wealth Advisors LLC445$33K0.0%N/A0.000%
4/22/2026 Meridian Financial Advisors LLC28,250$2.12M1.2%+2.1%0.013%
4/21/2026 HF Advisory Group LLC25,347$1.91M0.6%+2.1%0.012%
4/21/2026 Sequent Planning LLC5,159$388K0.1%-3.6%0.002%
4/21/2026 Delta Wealth Advisors LLC20,198$1.52M1.2%+6.3%0.010%
4/21/2026 GHP Investment Advisors Inc.29,891$2.25M0.1%+0.5%0.014%
4/21/2026 Artesa Financial Group LLC104,727$7.87M7.5%+9.3%0.049%
4/21/2026 Silver Oak Securities Incorporated59,903$4.50M0.3%N/A0.028%
4/21/2026 Fiduciary Alliance LLC62,792$4.99M0.3%+81.7%0.030%
4/20/2026 Kestra Private Wealth Services LLC79,245$5.96M0.1%-7.0%0.037%
4/20/2026 Park Edge Advisors LLC67,046$5.04M1.2%+17.8%0.032%
4/20/2026 Breakwater Capital Group18,592$1.40M0.2%+2.7%0.009%
4/20/2026 RFG Advisory LLC271,890$20.44M0.4%+62.3%0.128%
4/20/2026 Provenance Wealth Advisors LLC65,999$4.96M0.5%-6.1%0.031%
4/18/2026 CENTRAL TRUST Co936$70K0.0%+314.2%0.000%
4/18/2026 BCS Wealth Management18,662$1.40M0.3%-37.7%0.009%
4/17/2026 Trinity Wealth Management LLC14,081$1.06M0.4%+37.7%0.007%
4/17/2026 Certified Advisory Corp129,170$9.71M0.9%-14.5%0.061%
4/17/2026 Total Clarity Wealth Management Inc.20,294$1.53M0.4%+46.9%0.010%
4/17/2026 Signal Advisors Wealth LLC3,234$243K0.0%N/A0.002%
4/17/2026 Bell Investment Advisors Inc368$28K0.0%N/A0.000%
4/17/2026 High Net Worth Advisory Group LLC60,809$4.57M1.1%-2.2%0.029%


SPHQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPHQ shares?

During the previous two years, 746 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), Wells Fargo & Company MN ($360.18M), and Bank of America Corp DE ($345.20M).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 680 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).

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

Institutional investors have bought a total of 42,016,418 shares in the last 24 months. This purchase volume represents approximately $3.01B in transactions.

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

Of the 337 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. ($1.21M), LPL Financial LLC ($1.20M), Kovitz Investment Group Partners LLC ($1.01M), and Trilogy Capital Inc. ($925.60K).

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

Institutional investors have sold a total of 23,497,695 shares in the last 24 months. This volume of shares sold represents approximately $1.72B in transactions.


Related Companies

This page (NYSEARCA:SPHQ) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel