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

Invesco S&P 500 Quality ETF logo
$87.41 -0.04 (-0.05%)
As of 10:28 AM 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)
444
Total
Institutional Inflows
(last 12 months)
$1.93B
Number of
Institutional Sellers
(last 12 months)
294
Total
Institutional Outflows
(last 12 months)
$1.42B
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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
7/12/2026 Ballast Inc.368,869$33.24M6.2%-1.7%0.162%
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%
6/16/2026Steelhead Wealth Management LLC30,111$2.26M1.1%N/A0.014%
6/16/2026Empowered Funds LLC7,237$544K0.0%-15.1%0.003%
6/3/2026 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%
5/28/2026Cozad 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%
5/26/2026Ruggaard & Associates LLC140,244$10.55M4.2%-4.3%0.066%
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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%
5/19/2026Western 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%
5/19/2026 NewEdge 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%
5/19/2026 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%
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%
5/15/2026 Gateway 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%
5/14/2026 Compound 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%
5/14/2026 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%
5/13/2026Envision 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%
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%
5/5/2026Milestone 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%
5/5/2026 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%
5/5/2026Sanctuary 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%
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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%


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 683 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 26,133,902 shares in the last 24 months. This purchase volume represents approximately $1.93B in transactions.

Of the 293 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 ($727.64K).

Institutional investors have sold a total of 19,004,253 shares in the last 24 months. This volume of shares sold represents approximately $1.42B 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 7/12/2026. New 13F filings are added each quarter as they're published.
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