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

Invesco S&P 500 Quality ETF logo
$84.64 0.00 (0.00%)
As of 05/22/2026 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)
502
Total
Institutional Inflows
(last 12 months)
$2.55B
Number of
Institutional Sellers
(last 12 months)
338
Total
Institutional Outflows
(last 12 months)
$1.66B
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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
5/21/2026 Vestor Capital LLC4,988$375K0.0%+63.8%0.002%
5/20/2026 Cadia Private Client LLC4,943$372K0.3%+70.2%0.002%
5/20/2026 Arete Wealth Advisors LLC33,497$2.52M0.2%-37.5%0.016%
5/19/2026 Western Wealth Management LLC69,041$5.19M0.2%+1.6%0.032%
5/19/2026 Silicon Valley Capital Partners24,203$1.82M0.2%-7.1%0.011%
5/19/2026 NewEdge Advisors LLC76,117$5.42M0.1%-49.1%0.036%
5/19/2026 Bank of America Corp DE4,893,236$367.92M0.0%-0.7%2.299%
5/19/2026 Strategic Investment Advisors MI7,764$584K0.0%-12.9%0.004%
5/19/2026 Arkadios Wealth Advisors4,829$363K0.0%N/A0.002%
5/19/2026 Arete Wealth Advisors LLC33,497$2.52M0.2%-37.5%0.016%
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5/18/2026 Sunbelt Securities Inc.7,363$554K0.0%-33.9%0.003%
5/18/2026 EverSource Wealth Advisors LLC10,889$819K0.0%+63.4%0.005%
5/18/2026 Core Wealth Advisors Inc.161,720$12.16M2.9%+12.1%0.076%
5/18/2026 Royal Bank of Canada2,184,539$164.26M0.0%-16.6%1.026%
5/18/2026 Empowered Funds LLC7,237$544K0.0%-15.1%0.003%
5/16/2026 Quantinno Capital Management LP155,621$11.70M0.0%+7.6%0.073%
5/15/2026 Gateway Wealth Partners LLC8,095$609K0.0%+55.4%0.004%
5/15/2026 Waverly Advisors LLC10,169$765K0.0%-3.7%0.005%
5/14/2026 Renaissance Technologies LLC24,600$1.85M0.0%N/A0.012%
5/14/2026 Compound Planning Inc.13,802$1.04M0.0%-5.2%0.006%
5/14/2026 Liberty One Investment Management LLC51,804$3.90M0.4%-17.1%0.024%
5/14/2026 Sei Investments Co.15,169$1.14M0.0%+1.5%0.007%
5/14/2026 Lido Advisors LLC208,510$15.68M0.0%-1.9%0.098%
5/13/2026 Cetera Investment Advisers1,231,815$92.62M0.1%-0.5%0.579%
5/13/2026 Envision Financial Transparency LLC29,124$2.19M2.1%N/A0.014%
5/13/2026 Dynamic Wealth Strategies LLC94,153$7.08M4.1%+2.3%0.044%
5/13/2026 NewEdge Wealth LLC80,716$6.07M0.1%+43.3%0.038%
5/8/2026 PNC Financial Services Group Inc.900,843$67.73M0.0%-7.5%0.423%
5/8/2026 Madison Asset Management LLC1,282,365$96.42M1.2%-5.9%0.602%
5/8/2026 Cassaday & Co Wealth Management LLC360$27K0.0%N/A0.000%
5/7/2026 Florida Financial Advisors LLC8,294$624K0.1%+19.2%0.004%
5/7/2026 Parallel Advisors LLC62,448$4.70M0.1%+1.4%0.029%
5/7/2026 Greenwood Gearhart LLC16,542$1.24M0.1%-14.3%0.008%
5/7/2026 Next Capital Management LLC9,528$716K0.2%-17.9%0.004%
5/7/2026 Performa Ltd US LLC100,923$7.59M1.7%-1.7%0.047%
5/7/2026 Hershey Financial Advisers LLC28,305$2.13M1.8%+28.8%0.013%
5/6/2026 MTM Investment Management LLC700$53K0.0%+100.0%0.000%
5/6/2026 Assetmark Inc.16,035$1.21M0.0%-50.1%0.008%
5/6/2026 Bauman Advisory Group LLC19,745$1.49M1.0%-2.6%0.009%
5/6/2026 SteelPeak Wealth LLC2,998$225K0.0%-65.7%0.001%
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Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free.tc pixel

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5/6/2026 Independent Financial Group LLC8,749$658K0.0%N/A0.004%
5/5/2026 D.A. Davidson & CO.33,720$2.54M0.0%-4.5%0.016%
5/5/2026 Bank of New York Mellon Corp1,956,052$147.08M0.0%-30.2%0.919%
5/5/2026 Milestone Investment Advisors LLC528,118$39.71M9.6%+0.4%0.248%
5/5/2026 Schwallier Wealth Management LLC376,496$28.31M20.7%-1.8%0.177%
5/5/2026 Geneos Wealth Management Inc.125,167$9.41M0.2%+712.3%0.059%
5/5/2026 SouthState Bank Corp154,680$11.63M0.5%-2.7%0.073%
5/5/2026 Sanctuary Advisors LLC120,319$9.05M0.0%-0.3%0.057%
5/5/2026 Sigma Planning Corp78,913$5.93M0.2%+13.4%0.037%
5/4/2026 Calamos Wealth Management LLC2,706$203K0.0%N/A0.001%
5/4/2026 Calamos Advisors LLC2,706$203K0.0%N/A0.001%
5/4/2026 Sterling Group Wealth Management LLC231,299$17.39M8.2%-14.8%0.109%
5/4/2026 HBW Advisory Services LLC11,671$878K0.1%+9.0%0.005%
5/4/2026 Chicago Partners Investment Group LLC21,294$1.71M0.0%-10.0%0.010%
5/4/2026 Uptick Partners LLC42,091$3.17M0.6%+24.3%0.020%
5/4/2026 Hibernia 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%
Goldman Sachs just told you what to buy (most people missed it) (Ad)

Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free.tc pixel

See the stock positioned to solve AI's biggest power crisis
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%


SPHQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 749 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 685 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 34,916,247 shares in the last 24 months. This purchase volume represents approximately $2.55B in transactions.

Of the 338 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 22,417,416 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 5/25/2026 by MarketBeat.com Staff.
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