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

Invesco S&P 500 Quality ETF logo
$85.43 -0.09 (-0.11%)
Closing price 04:10 PM Eastern
Extended Trading
$85.22 -0.21 (-0.25%)
As of 07:55 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)
442
Total
Institutional Inflows
(last 12 months)
$2.10B
Number of
Institutional Sellers
(last 12 months)
299
Total
Institutional Outflows
(last 12 months)
$1.46B
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Courier Capital LLC7,564$636K0.1%N/A0.003%
10/13/2026Sax Wealth Advisors LLC663,646$55.80M1.6%+22.4%0.298%
10/13/2026Fragasso Financial Advisors Inc26,219$2.25M0.1%N/A0.012%
10/13/2026NorthCrest Asset Manangement LLC18,676$1.60M0.0%-1.9%0.008%
10/13/2026Avior Wealth Management LLC57,844$4.86M0.1%N/A0.026%
10/10/2026HF Advisory Group LLC26,098$2.19M0.5%+2.2%0.012%
10/10/2026Dupree Financial Group LLC11,441$962K0.2%+2.7%0.005%
10/10/2026Argus Investors Counsel Inc.7,092$596K0.5%N/A0.003%
10/9/2026GK Wealth Management LLC2,111$177K0.1%-9.1%0.001%
10/9/2026Avaii Wealth Management LLC4,795$407K0.1%+6.7%0.002%
10/9/2026Delta Wealth Advisors LLC26,407$2.22M1.5%+6.7%0.012%
10/9/2026Cadent Capital Advisors LLC14,952$1.26M0.3%-83.9%0.007%
10/9/2026Paragon Capital Management Ltd693,911$58.34M10.9%-0.7%0.313%
10/9/2026Graves Light Lenhart Wealth Inc.234,840$19.75M1.8%-3.0%0.106%
10/9/2026Prota Financial LLC63,061$5.36M3.4%+9.2%0.028%
10/8/2026Wisconsin Wealth Advisors LLC38,424$3.23M2.7%+0.4%0.017%
10/8/2026Farther Finance Advisors LLC223,724$18.81M0.1%+50.9%0.101%
10/8/2026Valeo Financial Advisors LLC5,009$421K0.0%+3.4%0.002%
10/7/2026Bath Savings Trust Co27,832$2.34M0.2%N/A0.013%
10/7/2026Investors Research Corp18,080$1.52M0.3%-6.8%0.008%
10/7/2026Wealth Enhancement Trust Services Inc.404,480$34.01M3.6%-4.3%0.182%
10/7/2026North Point Portfolio Managers Corp OH2,701$227K0.0%N/A0.001%
10/7/2026Weaver Consulting Group82,758$6.96M1.3%+6.0%0.037%
10/6/2026RVW Wealth LLC29,069$2.44M0.2%-1.8%0.013%
10/6/2026Legacy Private Trust Co.115,644$9.72M0.5%N/A0.052%
10/5/2026Tompkins Financial Corp300$25K0.0%N/A0.000%
10/5/2026MassMutual Private Wealth & Trust FSB3,378$284K0.0%-73.4%0.002%
9/23/2026QRG Capital Management Inc.57,986$5.23M0.0%+1,180.3%0.026%
9/23/2026Envestnet Portfolio Solutions Inc.92,978$8.38M0.0%N/A0.042%
9/23/2026Envestnet Asset Management Inc.6,731,769$606.53M0.1%+236.9%3.035%
9/21/2026Silicon Valley Capital Partners26,254$2.37M0.2%+8.5%0.011%
9/9/2026Sequoia Financial Advisors LLC468,394$42.20M0.2%-14.7%0.204%
9/9/2026Capital Analysts LLC25,112$2.26M0.1%+37.9%0.011%
9/9/2026NorthRock Partners LLC105,475$9.50M0.1%-53.0%0.046%
9/9/2026Integrated Wealth Concepts LLC99,066$8.93M0.1%+436.1%0.043%
9/9/2026RFG Advisory LLC178,931$16.12M0.3%-34.2%0.078%
9/9/2026NewEdge Advisors LLC162,662$14.66M0.0%+10.6%0.071%
9/9/2026IFP Advisors Inc54,424$4.90M0.1%+10.6%0.024%
9/9/2026Baird Financial Group Inc.425,489$38.34M0.1%+26.5%0.185%
9/9/2026Performa Ltd US LLC96,887$8.73M1.3%-4.0%0.042%
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9/9/2026Beacon Investment Advisory Services Inc.1,243$112K0.0%+442.8%0.001%
9/9/2026XY Planning Network Inc.48,694$4.39M0.5%-3.7%0.021%
9/8/2026Allworth Financial LP114,389$10.31M0.0%-1.7%0.050%
9/8/2026Waverly Advisors LLC269,223$24.26M0.1%+2,547.5%0.117%
9/8/2026Paragon Capital Management Ltd698,569$62.94M11.8%-2.8%0.304%
9/2/2026Citadel Advisors LLC5,559$501K0.0%N/A0.002%
8/27/2026Corient Private Wealth LP325,280$29.31M0.0%-5.4%0.142%
8/24/2026Carlson Financial Inc.7,233$652K0.3%-11.6%0.003%
8/23/2026Hyundai Investments Co. Ltd.6,953$617K0.7%+10.6%0.003%
8/23/2026Ameritas Advisory Services LLC76,179$6.86M0.1%+537.0%0.033%
8/23/2026Kintra Wealth LLC5,054$442K0.0%-77.2%0.002%
8/23/2026Kraematon Investment Advisors Inc.13,921$1.25M0.9%+25.2%0.006%
8/23/2026HB Wealth Management LLC11,279$1.02M0.0%-31.8%0.005%
8/23/2026Asset Allocation Strategies LLC100,441$9.05M1.4%N/A0.044%
8/23/2026Fortitude Advisory Group L.L.C.8,471$763K0.3%+162.2%0.004%
8/22/2026Advisory Solutions Group LLC22,086$1.99M0.7%N/A0.010%
8/22/2026Tenet Wealth Partners LLC10,233$870K0.6%N/A0.004%
8/22/2026Centrica Wealth Management LLC713$64K0.0%N/A0.000%
8/22/2026TOP Private Wealth LLC.554$50K0.0%N/A0.000%
8/22/2026MOR Wealth Management LLC205,024$18.47M7.4%-5.9%0.089%
8/22/2026Investor s Fiduciary Advisor Network LLC4,371$393K0.1%-30.8%0.002%
8/22/2026Legacy Wealth Managment LLC ID13,360$1.20M0.5%+8,409.6%0.006%
8/22/2026TD Waterhouse Canada Inc.26,744$2.38M0.0%+1.8%0.012%
8/22/2026United Community Bank76,985$6.94M2.2%+24.3%0.034%
8/22/2026Concurrent Investment Advisors LLC117,960$10.63M0.1%+4.9%0.051%
8/21/2026Integrity Financial Corp WA19,707$1.78M0.9%-23.7%0.009%
8/21/2026High Net Worth Advisory Group LLC61,134$5.51M1.2%+0.5%0.027%
8/21/2026Andina Capital Management LLC6,576$592K1.0%N/A0.003%
8/21/2026Retireful LLC5,336$481K0.5%+5.0%0.002%
8/21/2026Continuum Advisory LLC529$48K0.0%N/A0.000%
8/21/2026Tsfg LLC91,991$8.29M1.1%-0.4%0.040%
8/21/2026Symphony Financial Ltd. Co.153,926$13.67M1.6%+6.7%0.067%
8/21/2026Investors Research Corp19,403$1.75M0.3%-1.3%0.008%
8/21/2026Legacy Financial Advisors Inc.39,692$3.58M0.4%+2.5%0.017%
8/20/2026Nwam LLC13,650$1.23M0.1%+22.5%0.006%
8/20/2026Jackson Wealth Management LLC5,534$499K0.3%-96.3%0.002%
8/20/2026Orgel Wealth Management LLC395,689$35.65M0.7%-0.7%0.172%
7/12/2026Ballast Inc.368,869$33.24M6.2%-1.7%0.161%
7/10/2026Investors Research Corp19,403$1.75M0.3%-1.3%0.009%
7/10/2026Redhawk Wealth Advisors Inc.253,355$22.83M2.2%+22.2%0.111%
7/10/2026Sherman Wealth Management LLC20,975$1.89M1.4%+7.7%0.009%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,814$614K0.1%-2.4%0.003%
7/10/2026Wealthcare Advisory Partners LLC29,714$2.68M0.1%-47.4%0.013%
7/9/2026Professional Financial Advisors LLC2,951$266K0.0%N/A0.001%
7/9/2026Focus Financial Network Inc.217,531$19.60M0.6%-9.7%0.096%
7/9/2026HF Advisory Group LLC25,543$2.30M0.7%+0.8%0.011%
7/9/2026Topor & Co. Korea49,918$4.50M3.5%+0.7%0.022%
7/9/2026Sax Wealth Advisors LLC542,051$48.84M1.8%+21.3%0.239%
7/9/2026Breakwater Capital Group18,154$1.64M0.2%-2.4%0.008%
7/8/2026Thurston Springer Miller Herd & Titak Inc.9,282$836K0.3%+35.9%0.004%
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7/8/2026Beacon Investment Advisory Services Inc.1,243$112K0.0%+442.8%0.001%
7/8/2026RVW Wealth LLC29,600$2.67M0.2%+3.5%0.013%
7/8/202655 North Private Wealth LLC5,394$486K0.1%-50.6%0.002%
7/7/2026Trinity Wealth Management LLC35,770$3.22M1.0%+154.0%0.016%
7/7/2026Dynamic Advisor Solutions LLC50,643$4.56M0.1%+22.9%0.022%
7/7/2026Graves Light Lenhart Wealth Inc.242,025$21.81M2.0%-1.8%0.107%
7/7/2026GK Wealth Management LLC2,323$209K0.1%N/A0.001%
7/7/2026Avior Wealth Management LLC57,991$5.23M0.1%N/A0.026%
7/7/2026Prota Financial LLC57,724$5.14M3.4%N/A0.026%
7/7/2026Wisconsin Wealth Advisors LLC38,275$3.45M3.0%+0.8%0.017%


SPHQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 759 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), Envestnet Asset Management Inc. ($606.53M), Morgan Stanley ($421.08M), and Bank of America Corp DE ($367.92M).Learn more on Invesco S&P 500 Quality ETF's institutional investors.

Of the 691 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. ($6.43M), Ameriprise Financial Inc. ($5.49M), Raymond James Financial Inc. ($4.47M), Vantagepoint Investment Advisers LLC ($3.35M), LPL Financial LLC ($2.44M), Cliftonlarsonallen Wealth Advisors LLC ($1.89M), and Assetmark Inc. ($1.34M).

Institutional investors have bought a total of 27,021,482 shares in the last 24 months. This purchase volume represents approximately $2.10B in transactions.

Of the 299 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 ($3.88M), Northwestern Mutual Wealth Management Co. ($2.18M), Mainstay Capital Management LLC ADV ($1.32M), LPL Financial LLC ($1.20M), Assetmark Inc. ($1.16M), Bank of New York Mellon Corp ($845.43K), and Corient Private Wealth LLC ($688.55K).

Institutional investors have sold a total of 19,396,784 shares in the last 24 months. This volume of shares sold represents approximately $1.46B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SPHQ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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