Who Owns Invesco S&P 500 Quality ETF (SPHQ)?Hedge Fund & Institutional Holders

$75.88-0.26 (-0.34%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -2

Price History

$59.24$64.67$70.09$75.52$80.94Sep 24Jun 25Mar 26

SPHQ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
FMR LLCIncreased+660K+$432.6B
BANK OF AMERICA CORP /DE/Increased+219K+$367.7B
JONES FINANCIAL COMPANIES LLLPNew Position+2.1M+$159.0B
First Command Advisory Services, Inc.New Position+1.5M+$109.6B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+1.1M+$80.0B
Family Investment Center, Inc.New Position+624K+$46.8B
Alpine Bank Wealth ManagementNew Position+555K+$41.7B
Rockefeller Capital Management L.P.Increased+536K+$40.1B
SAX WEALTH ADVISORS, LLCNew Position+449K+$33.7B
WEALTH MANAGEMENT RESOURCES, INC.New Position+439K+$32.9B
SUMMIT WEALTH GROUP LLC / CONew Position+371K+$27.8B
EVERGREEN CAPITAL MANAGEMENT LLCNew Position+340K+$25.5B
Tidemark, LLCNew Position+231K+$17.3B
Burns Matteson Capital Management, LLCNew Position+223K+$16.7B
Eagle Strategies LLCNew Position+218K+$16.4B

SPHQ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-1.2M-$960.2B
FIFTH THIRD BANCORPDecreased-3.5M-$257.2B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-2.2M-$166.3B
Cetera Investment AdvisersDecreased-354K-$116.5B
MML INVESTORS SERVICES, LLCDecreased-249K-$84.4B
First International Bank & TrustClosed Position-560K-$41.1B
Sterling Financial Group, Inc.Closed Position-554K-$40.6B
Mariner, LLCDecreased-118K-$33.3B
Orgel Wealth Management, LLCDecreased-23K-$31.2B
NorthRock Partners, LLCDecreased-112K-$28.2B
HighTower Advisors, LLCDecreased-9K-$23.5B
Steward Partners Investment Advisory, LLCDecreased-243K-$17.9B
PNC FINANCIAL SERVICES GROUP, INC.Decreased-198K-$14.9B
Kovitz Investment Group Partners, LLCDecreased-194K-$12.5B
Kingsview Wealth Management, LLCDecreased-967-$11.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AMERIPRISE FINANCIAL INC8,584,922$644.0B145.53%Share
2FMR LLC5,771,664$433.0B22.08%Share
3RAYMOND JAMES FINANCIAL INC3,408,416$255.0B79.34%Share
4ROYAL BANK OF CANADA2,511,758$188.0B30.58%Share
5WELLS FARGO & COMPANY/MN2,447,997$183.0B33.33%Share
6WELLS FARGO & COMPANY/MN2,351,231$176.0B32.05%Share
7BANK OF AMERICA CORP /DE/2,201,171$165.0B12.00%Share
8OSAIC HOLDINGS, INC.2,199,645$165.0B241.10%Share
9JONES FINANCIAL COMPANIES LLLP2,128,223$159.0B96.94%Share
10BANK OF AMERICA CORP /DE/1,727,268$129.0B9.38%Share
11SFMG, LLC1,668,107$125.2B8.39%Share
12UBS Group AG1,596,337$119.8B19.43%Share
13First Command Advisory Services, Inc.1,460,967$109.6B764.16%Share
14Madison Asset Management, LLC1,362,392$102.2B1175.70%Share
15Equitable Holdings, Inc.1,309,600$98.0B669.99%Share
16COMMONWEALTH EQUITY SERVICES, LLC1,071,701$80.0B106.65%Share
17Kovitz Investment Group Partners, LLC1,002,293$75.2B1.67%Share
18RAYMOND JAMES FINANCIAL INC954,461$71.0B22.09%Share
19BANK OF AMERICA CORP /DE/923,250$69.0B5.02%Share
20STIFEL FINANCIAL CORP863,704$64.0B57.57%Share
21Perennial Investment Advisors, LLC706,373$53.0B4.18%Share
22Rockefeller Capital Management L.P.657,381$49.0B88.22%Share
23Stratos Wealth Partners, LTD.641,159$48.1B543.97%Share
24Davidson Capital Management Inc.634,770$47.6B10.31%Share
25Family Investment Center, Inc.623,937$46.8B9.46%Share
26TWO SIGMA INVESTMENTS, LP586,800$44.0B62.06%Share
27Milestone Investment Advisors LLC525,917$39.5B9.56%Share
28Alpine Bank Wealth Management520,082$39.0B5.52%Share
29PNC FINANCIAL SERVICES GROUP, INC.507,419$38.0B20.75%Share
30SAX WEALTH ADVISORS, LLC449,419$33.7B1.59%Share
31WEALTH MANAGEMENT RESOURCES, INC.438,841$32.9B11.59%Share
32PNC FINANCIAL SERVICES GROUP, INC.409,330$30.0B16.38%Share
33Schwallier Wealth Management LLC383,403$29.7B18.96%Share
34SUMMIT WEALTH GROUP LLC / CO370,957$27.8B3.69%Share
35Ballast, Inc.370,528$27.8B6.51%Share
36FIFTH THIRD BANCORP369,246$27.7B88.02%Share
37EVERGREEN CAPITAL MANAGEMENT LLC340,324$25.5B0.57%Share
38Private Advisor Group, LLC320,284$24.0B112.91%Share
39JPMORGAN CHASE & CO310,605$23.0B1.44%Share
40Snowden Capital Advisors LLC280,811$21.0B0.54%Share
41Sterling Group Wealth Management, LLC271,552$20.4B9.86%Share
42Rollins Financial Advisors, LLC268,933$20.2B2.96%Share
43Cresset Asset Management, LLC253,601$19.0B80.06%Share
44CREATIVE FINANCIAL DESIGNS INC /ADV251,507$18.9B1.19%Share
45TruWealth Advisors, LLC248,247$18.6B0.91%Share
46COZAD ASSET MANAGEMENT INC251,552$18.0B1.40%Share
47Baird Financial Group, Inc.244,347$18.0B28.06%Share
48BLAIR WILLIAM & CO/IL250,837$18.0B48.31%Share
49Tidemark, LLC231,112$17.3B4.93%Share
50Burns Matteson Capital Management, LLC222,628$16.7B5.86%Share

SPHQ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025687$5.2T+317
Q3 2025370$5.9T-239
Q2 2025609$7.6T+9
Q1 2025600$6.6T+116
Q4 2024484$646.5T+133
Q3 2024351$1604.5T+25
Q2 2024326$1018.9T+20
Q1 2024306$225.7T—

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As of Q4 2025, 50 institutional investors hold SPHQ (Invesco S&P 500 Quality ETF). The largest holder is AMERIPRISE FINANCIAL INC with $644.0B in shares. This quarter, 12 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own SPHQ?

As of Q4 2025, 50 institutional investors report holding SPHQ (Invesco S&P 500 Quality ETF) in their 13F filings.

Who is the largest institutional holder of SPHQ?

The largest institutional holder of SPHQ is AMERIPRISE FINANCIAL INC with $644.0B in shares.

Is institutional ownership of SPHQ increasing or decreasing?

This quarter, 12 institutions opened new positions in SPHQ and 2 closed their positions.