Who Owns SPHQ?
Invesco S&P 500 Quality ETF — Institutional Ownership & 13F Holdings
$80.72
+0.78 (+0.97%)
Market Cap
$16.9B
Shares Outstanding
196,233,861
Institutional Holders
600
Total Inst. Value
$6.0B
% of Float Held
—
QoQ Holder Change
+294
Institutional data as of Q1 2025
New Positions
172
Closed Positions
56
Increased
214
Decreased
124
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $512.4M | 7,723,962 |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $506.9M | 7,640,588 |
| 3 | MORGAN STANLEY | $426.1M | 6,422,601 |
| 4 | AMERIPRISE FINANCIAL INC | $365.2M | 5,505,821 |
| 5 | FMR LLC | $311.0M | 4,688,369 |
| 6 | FIFTH THIRD BANCORP | $288.4M | 4,347,485 |
| 7 | BANK OF AMERICA CORP /DE/ | $271.8M | 4,096,743 |
| 8 | WELLS FARGO & COMPANY/MN | $239.8M | 3,614,560 |
| 9 | Bank of New York Mellon Corp | $172.1M | 2,594,265 |
| 10 | RAYMOND JAMES FINANCIAL INC | $159.2M | 2,400,210 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | +50K | $512.4M |
| MORGAN STANLEY | +947K | $426.1M |
| AMERIPRISE FINANCIAL INC | +1.7M | $365.2M |
| FMR LLC | +550K | $311.0M |
| FIFTH THIRD BANCORP | +15K | $288.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| First Command Advisory Services, Inc. | -11.0M | $93.3M |
| ENVESTNET ASSET MANAGEMENT INC | -10.9M | $87K |
| Kovitz Investment Group Partners, LLC | -496K | $94K |
| One Capital Management, LLC | -310K | $565K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -198K | $506.9M |
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Frequently Asked Questions
How many institutional investors hold SPHQ?
As of Q1 2025, 600 institutional investors report holding SPHQ (Invesco S&P 500 Quality ETF) in their 13F filings.
Which hedge fund owns the most SPHQ?
The largest institutional holder of SPHQ is CLIFTONLARSONALLEN WEALTH ADVISORS, LLC with $512.4M in shares.
Are institutions buying or selling SPHQ?
This quarter, 172 institutions opened new positions in SPHQ and 56 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.