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

Invesco S&P 500 Quality ETF logo
$71.37 -0.19 (-0.27%)
As of 07/18/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ)

Number of
Institutional Buyers
(last 12 months)
475
Total
Institutional Inflows
(last 12 months)
$2.92B
Number of
Institutional Sellers
(last 12 months)
227
Total
Institutional Outflows
(last 12 months)
$2.12B
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SPHQ Institutional Buying and Selling by Quarter

Invesco S&P 500 Quality ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025Vigilare Wealth Management127,435$9.08M3.4%-42.4%0.063%
7/18/2025Trilogy Capital Inc.171,006$12.19M0.6%-82.8%0.085%
7/18/2025Lynx Investment Advisory120,350$8.58M5.6%-29.2%0.060%
7/18/2025Childress Capital Advisors LLC19,337$1.38M0.3%N/A0.010%
7/18/2025PFG Investments LLC50,181$3.58M0.2%N/A0.025%
7/18/2025Consolidated Portfolio Review Corp6,694$477K0.1%N/A0.003%
7/18/2025Institute for Wealth Management LLC.28,367$2.02M0.2%-0.6%0.014%
7/18/2025Wetzel Investment Advisors Inc.55,705$3.97M1.8%-41.5%0.028%
7/18/2025Truist Financial Corp382,566$27.26M0.0%+26.1%0.189%
7/17/2025HB Wealth Management LLC10,362$738K0.0%+10.5%0.005%
7/17/2025Janney Montgomery Scott LLC131,634$9.38M0.0%+2.0%0.066%
7/17/2025GC Wealth Management RIA LLC57,505$4.10M0.3%-8.5%0.029%
7/17/2025ERn Financial LLC20,446$1.46M0.3%-67.0%0.010%
7/17/2025Alpine Bank Wealth Management803,063$57.23M8.6%-27.3%0.403%
7/17/2025Global Trust Asset Management LLC2,324$166K0.1%-57.5%0.001%
7/17/2025Independence Bank of Kentucky464$33K0.0%N/A0.000%
7/17/2025Tempus Wealth Planning LLC38,017$2.71M0.7%+40.5%0.019%
7/16/2025 Signaturefd LLC15,716$1.12M0.0%N/A0.008%
7/16/2025 Paragon Capital Management Ltd752,029$53.59M9.8%-0.6%0.378%
7/16/2025 Novem Group3,855$275K0.0%-31.7%0.002%
7/16/2025 Cresta Advisors Ltd.212,780$15.16M7.4%+4.4%0.107%
7/16/2025 Owen LaRue LLC48,910$3.49M1.5%+21.9%0.025%
7/16/2025 Essex Financial Services Inc.126,785$9.04M0.6%+17.2%0.064%
7/16/2025 Perigon Wealth Management LLC13,376$953K0.0%+2.6%0.007%
7/16/2025 Maridea Wealth Management LLC3,514$250K0.1%N/A0.002%
7/16/2025 Meridian Financial LLC26,226$1.87M1.2%+2.8%0.013%
7/15/2025 Avaii Wealth Management LLC3,074$219K0.1%-11.0%0.002%
7/15/2025 Well Done LLC93,206$6.64M1.2%-7.8%0.047%
7/15/2025 Santori & Peters Inc.2,995$213K0.1%N/A0.002%
7/15/2025 Aspire Capital Advisors LLC9,215$657K0.2%-48.4%0.005%
7/15/2025 Retireful LLC12,132$865K0.6%+83.7%0.006%
7/15/2025 Verum Partners LLC53,027$3.78M0.9%-1.1%0.027%
7/15/2025 Mather Group LLC.22,664$1.62M0.0%+87.6%0.011%
7/15/2025 EWG Elevate Inc.51,603$3.68M1.1%N/A0.026%
7/15/2025 RVW Wealth LLC32,848$2.34M0.2%+0.7%0.016%
7/15/2025 Kentucky Trust Co35,430$2.53M1.4%-2.2%0.018%
7/15/2025 BCS Wealth Management7,438$530K0.1%+47.3%0.004%
7/15/2025 Fifth Third Bancorp4,250,785$302.91M1.0%-2.2%2.135%
7/15/2025 Sheets Smith Wealth Management20,298$1.45M0.2%N/A0.010%
7/15/2025 LVZ Inc.5,397$385K0.0%+57.3%0.003%
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7/15/2025 Family Investment Center Inc.613,851$43.74M9.9%+2.1%0.308%
7/15/2025 ACT Advisors LLC.295,834$21.08M9.7%-2.4%0.149%
7/15/2025 Optima Capital LLC106,405$7.58M4.1%+16.6%0.053%
7/14/2025 Foster Group Inc.11,183$797K0.0%N/A0.006%
7/14/2025 Park Avenue Securities LLC33,383$2.38M0.0%-3.8%0.017%
7/14/2025 Sterling Group Wealth Management LLC278,118$19.82M11.0%-30.1%0.140%
7/14/2025 Sowell Financial Services LLC6,795$484K0.0%-9.9%0.003%
7/11/2025 Trinity Wealth Management LLC8,509$606K0.2%+119.2%0.004%
7/11/2025 Compass Ion Advisors LLC41,900$2.99M0.3%+7.2%0.021%
7/11/2025 Farther Finance Advisors LLC3,306$236K0.0%+349.8%0.002%
7/11/2025 Silver Oak Securities Incorporated40,335$2.87M0.2%+30.8%0.020%
7/11/2025 Adirondack Trust Co.1,082$77K0.0%N/A0.001%
7/11/2025 Financial Advisory Corp2,960$211K0.0%N/A0.001%
7/11/2025 Bell Bank26,287$1.87M0.1%+6.5%0.013%
7/11/2025 Kingstone Capital Partners Texas LLC42,588$3.01M0.0%N/A0.021%
7/10/2025 Sterling Financial Group Inc.522,195$37.21M12.5%N/A0.263%
7/10/2025 Orgel Wealth Management LLC429,791$30.63M0.7%+3.2%0.216%
7/10/2025 Hurlow Wealth Management Group Inc.2,898$207K0.1%N/A0.001%
7/10/2025 Burns J W & Co. Inc. NY35,498$2.53M0.3%+8.5%0.018%
7/10/2025 HF Advisory Group LLC22,833$1.63M0.6%-1.6%0.011%
7/10/2025 NorthCrest Asset Manangement LLC16,542$1.19M0.0%+23.8%0.008%
7/10/2025 Wealth Enhancement Advisory Services LLC7,461,240$538.03M0.9%-2.3%3.756%
7/10/2025 High Net Worth Advisory Group LLC60,197$4.29M1.1%+1.2%0.030%
7/10/2025 Focus Financial Network Inc.234,262$16.69M0.7%+8.0%0.118%
7/10/2025 Sovran Advisors LLC11,175$800K0.1%-49.0%0.006%
7/9/2025 Dynamic Advisor Solutions LLC34,995$2.49M0.1%+17.4%0.018%
7/9/2025 Graves Light Lenhart Wealth Inc.229,618$16.36M1.9%-3.2%0.116%
7/9/2025 Goelzer Investment Management Inc.4,455$317K0.0%+40.7%0.002%
7/9/2025 Breakwater Capital Group16,986$1.21M0.2%+17.3%0.009%
7/9/2025 Balefire LLC21,806$1.55M0.3%N/A0.011%
7/9/2025 Fragasso Financial Advisors Inc31,520$2.25M0.2%+125.4%0.016%
7/9/2025 Fiduciary Alliance LLC27,759$1.98M0.1%+12.1%0.014%
7/9/2025 WealthCare Investment Partners LLC2,859$206K0.1%N/A0.001%
7/8/2025 Advance Capital Management Inc.14,214$1.01M0.0%+46.6%0.007%
7/8/2025 First International Bank & Trust569,374$40.57M14.1%N/A0.287%
7/8/2025 Legacy Private Trust Co.126,418$9.01M0.6%-4.4%0.064%
7/8/2025 Parallel Advisors LLC65,283$4.65M0.1%-1.2%0.033%
7/7/2025 Investors Research Corp17,636$1.26M0.2%+11.0%0.009%
7/7/2025 Park Edge Advisors LLC44,721$3.19M0.8%-11.8%0.023%
7/7/2025 Capital Asset Advisory Services LLC12,287$881K0.0%-6.7%0.006%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.15,296$1.09M0.1%+207.3%0.008%
7/7/2025 TruWealth Advisors LLC259,665$18.50M1.0%-0.4%0.131%
7/2/2025 HBW Advisory Services LLC11,593$826K0.1%+6.4%0.006%
7/1/2025 Stonehearth Capital Management LLC15,665$1.12M0.5%-1.1%0.008%
6/16/2025Lynx Investment Advisory169,933$11.27M7.5%+20.8%0.088%
6/13/2025 Optima Capital LLC91,295$6.06M3.9%+554.4%0.047%
5/28/2025Jones Financial Companies Lllp1,193,604$78.44M0.1%+55.8%0.632%
5/28/2025Silicon Valley Capital Partners21,985$1.45M0.2%-4.1%0.012%
5/28/2025Intrua Financial LLC36,195$2.40M0.3%-62.6%0.019%
5/22/2025Rollins Financial Advisors LLC253,181$16.80M2.9%+7.0%0.134%
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer? (Ad)

Something extraordinary is happening in Washington. For the first time in over a century, a sitting President could release a national treasure that's been tied up in red tape, for generations. I'm talking about a $150 trillion American asset that's scattered across all 50 states. While the mainstream media focuses on political theater, this story is quietly developing behind closed doors.

We recently interviewed Rickards to get the full story and understand how everyday Americans can pre
5/21/2025Geneos Wealth Management Inc.30,493$2.02M0.1%+73.2%0.016%
5/20/2025Belpointe Asset Management LLC5,396$358K0.0%N/A0.003%
5/20/2025Focus Partners Wealth62,303$4.13M0.0%+1.3%0.033%
5/20/2025Integrity Alliance LLC.25,440$1.69M0.1%N/A0.013%
5/20/2025Glenview Trust co10,258$681K0.0%-2.9%0.005%
5/19/2025Jane Street Group LLC9,937$659K0.0%+29.2%0.005%
5/19/2025SageView Advisory Group LLC6,355$422K0.0%-34.9%0.003%
5/16/2025Empowered Funds LLC13,195$875K0.0%N/A0.007%
5/16/2025Ascent Group LLC8,822$585K0.0%N/A0.005%
5/16/2025Coppell Advisory Solutions LLC19,992$1.32M0.1%+4,764.2%0.011%
(Data available from 1/1/2016 forward)

SPHQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPHQ shares?

During the previous two years, 639 institutional investors and hedge funds held shares of Invesco S&P 500 Quality ETF. The most heavily invested institutionals were LPL Financial LLC ($666.34M), Wealth Enhancement Advisory Services LLC ($538.03M), Cliftonlarsonallen Wealth Advisors LLC ($512.41M), Ameriprise Financial Inc. ($365.19M), Fifth Third Bancorp ($302.91M), Bank of America Corp DE ($283.63M), and FMR LLC ($277.43M).Learn more on Invesco S&P 500 Quality ETF's institutional investors.

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

Of the 569 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: Envestnet Asset Management Inc. ($12.03M), LPL Financial LLC ($4.72M), Cliftonlarsonallen Wealth Advisors LLC ($4.69M), Fifth Third Bancorp ($4.61M), International Assets Investment Management LLC ($2.72M), Wealth Enhancement Advisory Services LLC ($2.58M), and Raymond James Financial Inc. ($2.40M).

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

Institutional investors have bought a total of 44,376,996 shares in the last 24 months. This purchase volume represents approximately $2.92B in transactions.

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

Of the 226 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: First Command Advisory Services Inc. ($11.65M), Envestnet Asset Management Inc. ($10.95M), Trilogy Capital Inc. ($861.73K), Mainstay Capital Management LLC ADV ($798.10K), Jones Financial Companies Lllp ($765.47K), Wealth Enhancement Advisory Services LLC ($702.51K), and Kovitz Investment Group Partners LLC ($683.63K).

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

Institutional investors have sold a total of 31,773,886 shares in the last 24 months. This volume of shares sold represents approximately $2.12B in transactions.



This page (NYSEARCA:SPHQ) was last updated on 7/19/2025 by MarketBeat.com Staff
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