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

Invesco S&P 500 Quality ETF logo
$84.60 -0.38 (-0.45%)
Closing price 04:10 PM Eastern
Extended Trading
$84.60 0.00 (0.00%)
As of 06:00 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)
440
Total
Institutional Inflows
(last 12 months)
$1.63B
Number of
Institutional Sellers
(last 12 months)
299
Total
Institutional Outflows
(last 12 months)
$1.45B
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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
9/21/2026 Silicon Valley Capital Partners26,254$2.37M0.2%+8.5%0.011%
9/9/2026 Sequoia Financial Advisors LLC468,394$42.20M0.2%-14.7%0.204%
9/9/2026 Capital Analysts LLC25,112$2.26M0.1%+37.9%0.011%
9/9/2026 NorthRock Partners LLC105,475$9.50M0.1%-53.0%0.046%
9/9/2026 Integrated Wealth Concepts LLC99,066$8.93M0.1%+436.1%0.043%
9/9/2026 RFG Advisory LLC178,931$16.12M0.3%-34.2%0.078%
9/9/2026 NewEdge Advisors LLC162,662$14.66M0.0%+10.6%0.071%
9/9/2026 IFP Advisors Inc54,424$4.90M0.1%+10.6%0.024%
9/9/2026 Baird Financial Group Inc.425,489$38.34M0.1%+26.5%0.185%
9/9/2026 Performa Ltd US LLC96,887$8.73M1.3%-4.0%0.042%
9/9/2026 Beacon Investment Advisory Services Inc.1,243$112K0.0%+442.8%0.001%
9/9/2026 XY Planning Network Inc.48,694$4.39M0.5%-3.7%0.021%
9/8/2026 Allworth Financial LP114,389$10.31M0.0%-1.7%0.050%
9/8/2026 Waverly Advisors LLC269,223$24.26M0.1%+2,547.5%0.117%
9/8/2026 Paragon Capital Management Ltd698,569$62.94M11.8%-2.8%0.304%
9/2/2026 Citadel Advisors LLC5,559$501K0.0%N/A0.002%
8/27/2026 Corient Private Wealth LP325,280$29.31M0.0%-5.4%0.142%
8/24/2026 Carlson Financial Inc.7,233$652K0.3%-11.6%0.003%
8/23/2026 Hyundai Investments Co. Ltd.6,953$617K0.7%+10.6%0.003%
8/23/2026 Ameritas Advisory Services LLC76,179$6.86M0.1%+537.0%0.033%
8/23/2026 Kintra Wealth LLC5,054$442K0.0%-77.2%0.002%
8/23/2026 Kraematon Investment Advisors Inc.13,921$1.25M0.9%+25.2%0.006%
8/23/2026 HB Wealth Management LLC11,279$1.02M0.0%-31.8%0.005%
8/23/2026 Asset Allocation Strategies LLC100,441$9.05M1.4%N/A0.044%
8/23/2026 Fortitude Advisory Group L.L.C.8,471$763K0.3%+162.2%0.004%
8/22/2026 Advisory Solutions Group LLC22,086$1.99M0.7%N/A0.010%
8/22/2026 Tenet Wealth Partners LLC10,233$870K0.6%N/A0.004%
8/22/2026 Centrica Wealth Management LLC713$64K0.0%N/A0.000%
8/22/2026 TOP Private Wealth LLC.554$50K0.0%N/A0.000%
8/22/2026 MOR Wealth Management LLC205,024$18.47M7.4%-5.9%0.089%
8/22/2026 Investor s Fiduciary Advisor Network LLC4,371$393K0.1%-30.8%0.002%
8/22/2026 Legacy Wealth Managment LLC ID13,360$1.20M0.5%+8,409.6%0.006%
8/22/2026 TD Waterhouse Canada Inc.26,744$2.38M0.0%+1.8%0.012%
8/22/2026 United Community Bank76,985$6.94M2.2%+24.3%0.034%
8/22/2026 Concurrent Investment Advisors LLC117,960$10.63M0.1%+4.9%0.051%
8/21/2026 Integrity Financial Corp WA19,707$1.78M0.9%-23.7%0.009%
8/21/2026 High Net Worth Advisory Group LLC61,134$5.51M1.2%+0.5%0.027%
8/21/2026 Andina Capital Management LLC6,576$592K1.0%N/A0.003%
8/21/2026 Retireful LLC5,336$481K0.5%+5.0%0.002%
8/21/2026 Continuum Advisory LLC529$48K0.0%N/A0.000%
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8/21/2026 Tsfg LLC91,991$8.29M1.1%-0.4%0.040%
8/21/2026 Symphony Financial Ltd. Co.153,926$13.67M1.6%+6.7%0.067%
8/21/2026 Investors Research Corp19,403$1.75M0.3%-1.3%0.008%
8/21/2026 Legacy Financial Advisors Inc.39,692$3.58M0.4%+2.5%0.017%
8/20/2026 Nwam LLC13,650$1.23M0.1%+22.5%0.006%
8/20/2026 Jackson Wealth Management LLC5,534$499K0.3%-96.3%0.002%
8/20/2026 Orgel Wealth Management LLC395,689$35.65M0.7%-0.7%0.172%
7/12/2026 Ballast Inc.368,869$33.24M6.2%-1.7%0.161%
7/10/2026 Investors Research Corp19,403$1.75M0.3%-1.3%0.009%
7/10/2026 Redhawk Wealth Advisors Inc.253,355$22.83M2.2%+22.2%0.111%
7/10/2026 Sherman Wealth Management LLC20,975$1.89M1.4%+7.7%0.009%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,814$614K0.1%-2.4%0.003%
7/10/2026 Wealthcare Advisory Partners LLC29,714$2.68M0.1%-47.4%0.013%
7/9/2026 Professional Financial Advisors LLC2,951$266K0.0%N/A0.001%
7/9/2026 Focus Financial Network Inc.217,531$19.60M0.6%-9.7%0.096%
7/9/2026 HF Advisory Group LLC25,543$2.30M0.7%+0.8%0.011%
7/9/2026 Topor & Co. Korea49,918$4.50M3.5%+0.7%0.022%
7/9/2026 Sax Wealth Advisors LLC542,051$48.84M1.8%+21.3%0.239%
7/9/2026 Breakwater Capital Group18,154$1.64M0.2%-2.4%0.008%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.9,282$836K0.3%+35.9%0.004%
7/8/2026 Beacon Investment Advisory Services Inc.1,243$112K0.0%+442.8%0.001%
7/8/2026 RVW Wealth LLC29,600$2.67M0.2%+3.5%0.013%
7/8/2026 55 North Private Wealth LLC5,394$486K0.1%-50.6%0.002%
7/7/2026 Trinity Wealth Management LLC35,770$3.22M1.0%+154.0%0.016%
7/7/2026 Dynamic Advisor Solutions LLC50,643$4.56M0.1%+22.9%0.022%
7/7/2026 Graves Light Lenhart Wealth Inc.242,025$21.81M2.0%-1.8%0.107%
7/7/2026 GK Wealth Management LLC2,323$209K0.1%N/A0.001%
7/7/2026 Avior Wealth Management LLC57,991$5.23M0.1%N/A0.026%
7/7/2026 Prota Financial LLC57,724$5.14M3.4%N/A0.026%
7/7/2026 Wisconsin Wealth Advisors LLC38,275$3.45M3.0%+0.8%0.017%
7/7/2026 CoreCap Advisors LLC3,150$284K0.0%+6.1%0.001%
7/6/2026 Vigilare Wealth Management195,028$17.57M5.4%-6.7%0.086%
7/6/2026 RDA Financial Network9,609$866K0.2%N/A0.004%
7/6/2026 Trilogy Capital Inc.106,343$9.58M0.4%-17.9%0.047%
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%
6/23/2026 MTM Financial Group LLC23,946$1.80M0.8%+19.7%0.011%
6/16/2026 Steelhead Wealth Management LLC30,111$2.26M1.1%N/A0.014%
6/16/2026 Empowered Funds LLC7,237$544K0.0%-15.1%0.003%
6/3/2026 DBK Financial Counsel LLC44,727$3.36M2.5%+0.4%0.021%
6/3/2026 Parallel Advisors LLC62,448$4.70M0.1%+1.4%0.029%
6/3/2026 NewEdge Advisors LLC147,123$11.06M0.0%-1.6%0.069%
5/28/2026 Cozad Asset Management Inc.250,011$18.80M1.5%-0.6%0.117%
5/28/2026 Maripau Wealth Management LLC2,814$212K0.1%N/A0.001%
5/27/2026 Security Financial Services INC.109,026$8.20M1.3%-1.0%0.051%
5/26/2026 Glenmede Trust Co. NA4,232$318K0.0%+268.0%0.002%
5/26/2026 Ruggaard & Associates LLC140,244$10.55M4.2%-4.3%0.066%
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%
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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%
5/18/2026Sunbelt 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%


SPHQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 760 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 692 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: 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), Envestnet Asset Management Inc. ($1.69M), and Assetmark Inc. ($1.34M).

Institutional investors have bought a total of 21,733,574 shares in the last 24 months. This purchase volume represents approximately $1.63B 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 ($708.72K).

Institutional investors have sold a total of 19,351,481 shares in the last 24 months. This volume of shares sold represents approximately $1.45B 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 9/21/2026. New 13F filings are added each quarter as they're published.
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