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

Invesco S&P 500 Quality ETF logo
$65.72 -1.26 (-1.88%)
As of 03/28/2025 04:10 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)
399
Total
Institutional Inflows
(last 12 months)
$2.94B
Number of
Institutional Sellers
(last 12 months)
198
Total
Institutional Outflows
(last 12 months)
$413.01M
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SPHQ Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC8,163,750$547.22M1.0%+4.2%4.719%
3/17/2025 NorthCrest Asset Manangement LLC7,204$483K0.0%N/A0.004%
3/17/2025Members Wealth LLC18,827$1.33M1.0%N/A0.011%
3/6/2025 Plotkin Financial Advisors LLC7,778$521K0.3%+10.7%0.005%
2/28/2025 Total Wealth Planning & Management Inc.3,020$202K0.2%N/A0.002%
2/27/2025 Fidelity D & D Bancorp Inc.62,042$4.16M2.8%+32.4%0.037%
2/27/2025 REAP Financial Group LLC528$35K0.0%+252.0%0.000%
2/27/2025 Bernard Wealth Management Corp.389$26K0.0%N/A0.000%
2/27/2025 Carolinas Wealth Consulting LLC66,116$4.43M0.8%+242.9%0.039%
2/25/2025 Integrated Advisors Network LLC4,002$268K0.0%N/A0.002%
2/24/2025 Ameriflex Group Inc.4,027$281K0.1%N/A0.002%
2/21/2025 Fidelity D & D Bancorp Inc.62,042$4.16M3.0%+32.4%0.042%
2/19/2025 ARQ Wealth Advisors LLC3,330$223K0.1%-7.9%0.002%
2/19/2025 Richmond Investment Services LLC7,546$506K0.3%N/A0.005%
2/19/2025 WCG Wealth Advisors LLC518,157$34.73M2.3%+21.9%0.347%
2/18/2025 Wick Capital Partners LLC5,693$382K0.1%N/A0.004%
2/18/2025 Fourth Dimension Wealth LLC395$26K0.0%N/A0.000%
2/18/2025 Vise Technologies Inc.23,615$1.58M0.1%+151.7%0.016%
2/18/2025 Novem Group5,634$378K0.1%N/A0.004%
2/18/2025 10Elms LLP515$35K0.0%N/A0.000%
2/18/2025 Focus Partners Advisor Solutions LLC3,327$223K0.0%N/A0.002%
2/18/2025 Glen Eagle Advisors LLC13,265$889K0.1%-32.8%0.009%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,079$139K0.0%N/A0.001%
2/17/2025 Visionary Wealth Advisors14,940$1.00M0.1%+304.5%0.010%
2/17/2025 Two Sigma Investments LP415,800$27.87M0.1%+11.5%0.278%
2/17/2025 Snowden Capital Advisors LLC187,459$12.57M0.4%+1.4%0.125%
2/17/2025 Royal Bank of Canada1,942,219$130.19M0.0%+9.8%1.300%
2/17/2025 Redwood Financial Network Corp9,606$644K0.5%+28.3%0.006%
2/17/2025 Millennium Management LLC12,050$808K0.0%-37.6%0.008%
2/17/2025 Lionshead Wealth Management LLC67,904$4.55M3.3%N/A0.045%
2/17/2025 Investor s Fiduciary Advisor Network LLC6,231$417K0.2%N/A0.004%
2/17/2025Jefferies Financial Group Inc.253,926$17.02M0.1%+19.7%0.150%
2/17/2025 Focus Partners Wealth61,520$4.12M0.0%-71.7%0.041%
2/17/2025 Evensky & Katz LLC797,040$53.43M3.5%-1.4%0.533%
2/17/2025 EP Wealth Advisors LLC13,917$933K0.0%+18.0%0.009%
2/17/2025 CoreCap Advisors LLC1,121$75K0.0%-94.3%0.001%
2/17/2025 Cresset Asset Management LLC218,627$14.66M0.1%+1.9%0.146%
2/17/2025 Cetera Investment Advisers1,118,998$75.01M0.2%-1.1%0.749%
2/17/2025 Captrust Financial Advisors18,911$1.27M0.0%+15.5%0.013%
2/17/2025 Citadel Advisors LLC36,969$2.48M0.0%+15.6%0.025%
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2/17/2025 Baird Financial Group Inc.18,355$1.23M0.0%+7.5%0.012%
2/17/2025 Beaumont Capital Management LLC4,455$299K0.2%-81.5%0.003%
2/17/2025 Bank of America Corp DE4,231,342$283.63M0.0%+5.5%2.831%
2/17/2025 Ameriprise Financial Inc.3,778,136$253.16M0.1%+0.6%2.528%
2/17/2025 Aptus Capital Advisors LLC6,835$458K0.0%+31.2%0.005%
2/17/2025 Arrowroot Family Office LLC6,853$459K0.2%+10.6%0.005%
2/14/2025 Mercer Global Advisors Inc. ADV13,353$895K0.0%+4.9%0.009%
2/14/2025 Eagle Strategies LLC210,469$14.11M2.4%+12.5%0.141%
2/14/2025 Jane Street Group LLC7,689$515K0.0%-59.4%0.005%
2/14/2025 Headland Capital LLC133,252$8.93M3.1%N/A0.089%
2/14/2025 Wick Capital Partners LLC2,733$183K0.0%N/A0.002%
2/14/2025 Comerica Bank69,958$4.69M0.0%+0.3%0.047%
2/14/2025 Owen LaRue LLC37,145$2.49M1.3%+3.1%0.025%
2/14/2025 Schwallier Wealth Management LLC446,061$29.90M22.7%+0.2%0.298%
2/14/2025 Lido Advisors LLC219,818$14.73M0.1%-10.7%0.147%
2/14/2025 Northern Trust Corp14,924$1M0.0%+4.6%0.010%
2/14/2025 Beacon Pointe Advisors LLC12,649$848K0.0%+291.2%0.008%
2/14/2025 Tudor Investment Corp ET AL37,304$2.50M0.0%N/A0.025%
2/14/2025 Core Wealth Advisors Inc.121,984$8.18M2.7%N/A0.082%
2/14/2025 Kovitz Investment Group Partners LLC1,905,573$127.73M0.4%-9.0%1.275%
2/14/2025 Integrated Wealth Concepts LLC9,789$656K0.0%+30.1%0.007%
2/14/2025 MGO One Seven LLC36,633$2.46M0.1%-12.8%0.025%
2/14/2025 Hsbc Holdings PLC10,000$670K0.0%N/A0.007%
2/14/2025 IHT Wealth Management LLC112,837$7.56M0.2%+11.4%0.076%
2/14/2025 Stifel Financial Corp547,424$36.69M0.0%+1.8%0.366%
2/14/2025 Optivise Advisory Services LLC4,372$293K0.2%-84.4%0.003%
2/14/2025 Kayne Anderson Rudnick Investment Management LLC462$31K0.0%-60.2%0.000%
2/14/2025 MML Investors Services LLC517,598$34.70M0.1%+19.1%0.346%
2/14/2025 Generation Capital Management LLC31,022$2.08M1.8%N/A0.021%
2/14/2025 GeoWealth Management LLC61,258$4.11M0.1%-69.8%0.041%
2/13/2025 Greenwood Gearhart Inc.42,526$2.85M0.2%N/A0.028%
2/13/2025 NewEdge Advisors LLC111,056$7.44M0.0%+150.9%0.074%
2/13/2025 Evergreen Capital Management LLC304,073$20.38M0.7%+8.2%0.203%
2/13/2025 Kane Investment Management Inc.7,549$506K0.3%N/A0.005%
2/13/2025 Strategies Wealth Advisors LLC120,516$8.48M1.1%-0.8%0.081%
2/13/2025 Hanlon Investment Management Inc.4,898$328K0.1%-3.9%0.003%
2/13/2025 Mariner LLC365,069$24.47M0.0%+3.7%0.244%
2/13/2025 Dynamic Wealth Strategies LLC124,459$8.34M7.4%+3.6%0.083%
2/13/2025 SageView Advisory Group LLC9,757$654K0.0%+30.4%0.007%
2/13/2025 Keystone Financial Group5,965$400K0.0%N/A0.004%
2/13/2025 Savvy Advisors Inc.4,275$287K0.0%+14.5%0.003%
2/13/2025 Synovus Financial Corp16,551$1.11M0.0%N/A0.011%
2/13/2025 Rockefeller Capital Management L.P.78,406$5.26M0.0%-0.4%0.052%
2/13/2025 NFP Retirement Inc.97,928$6.56M0.5%-0.7%0.066%
2/13/2025 Integrity Financial Corp WA164,248$11.01M6.3%+0.2%0.110%
2/13/2025 Glass Jacobson Investment Advisors llc16,867$1.13M0.4%+47.2%0.011%
2/13/2025 Legacy Financial Advisors Inc.26,701$1.79M0.3%+18.5%0.018%
2/13/2025 Advisory Services Network LLC18,787$1.26M0.0%+77.2%0.013%
2/13/2025 Bernard Wealth Management Corp.389$26K0.0%N/A0.000%
2/13/2025 Renaissance Technologies LLC13,800$925K0.0%-78.3%0.009%
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2/13/2025 Rollins Financial Advisors LLC236,681$15.87M2.5%+25.4%0.158%
2/13/2025 Bank of Montreal Can9,365$628K0.0%-12.5%0.006%
2/13/2025 Cerity Partners LLC63,173$4.23M0.0%-6.4%0.042%
2/13/2025 Trek Financial LLC5,508$369K0.0%N/A0.004%
2/13/2025 FMR LLC4,138,842$277.43M0.0%-2.9%2.769%
2/13/2025 Wedbush Securities Inc.19,344$1.30M0.0%+139.3%0.013%
2/13/2025 Envestnet Asset Management Inc.12,252,845$821.31M0.3%+0.9%8.199%
2/13/2025 Perennial Investment Advisors LLC142,687$9.57M1.1%+925.1%0.095%
2/13/2025 Wells Fargo & Company MN3,167,576$212.32M0.0%+1.7%2.119%
2/12/2025 Thoroughbred Financial Services LLC40,064$2.69M0.2%+91.4%0.027%
(Data available from 1/1/2016 forward)

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SPHQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPHQ shares?

During the previous two years, 581 institutional investors and hedge funds held shares of Invesco S&P 500 Quality ETF. The most heavily invested institutionals were First Command Advisory Services Inc. ($833.47M), Envestnet Asset Management Inc. ($821.31M), LPL Financial LLC ($584.39M), Wealth Enhancement Advisory Services LLC ($547.22M), Cliftonlarsonallen Wealth Advisors LLC ($514.38M), Fifth Third Bancorp ($290.43M), and Bank of America Corp DE ($283.63M).Learn more on SPHQ's institutional investors.

Which institutional investors have been buying Invesco S&P 500 Quality ETF stock?

Of the 510 institutional investors that purchased Invesco S&P 500 Quality ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Command Advisory Services Inc. ($13.98M), Envestnet Asset Management Inc. ($12.03M), Cliftonlarsonallen Wealth Advisors LLC ($7.67M), Fifth Third Bancorp ($4.59M), LPL Financial LLC ($4.13M), Wealth Enhancement Advisory Services LLC ($3.05M), and International Assets Investment Management LLC ($2.72M).

How much institutional buying is happening at Invesco S&P 500 Quality ETF?

Institutional investors have bought a total of 85,867,253 shares in the last 24 months. This purchase volume represents approximately $4.91B in transactions.

Which Invesco S&P 500 Quality ETF major shareholders have been selling company stock?

Of the 277 institutional investors that sold Invesco S&P 500 Quality ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Merit Financial Group LLC ($2.64M), Fifth Third Bancorp ($2.13M), Orion Portfolio Solutions LLC ($1.97M), Mainstay Capital Management LLC ADV ($1.66M), First Command Advisory Services Inc. ($743.92K), Wealth Management Resources Inc. ($631.45K), and Alaska Permanent Capital Management ($462.37K).

How much institutional selling is happening at Invesco S&P 500 Quality ETF?

Institutional investors have sold a total of 17,476,817 shares in the last 24 months. This volume of shares sold represents approximately $961.33M in transactions.


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This page (NYSEARCA:SPHQ) was last updated on 3/30/2025 by MarketBeat.com Staff
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