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

Invesco S&P 500 Quality ETF logo
$68.75 +0.64 (+0.94%)
As of 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)
302
Total
Institutional Inflows
(last 12 months)
$2.57B
Number of
Institutional Sellers
(last 12 months)
178
Total
Institutional Outflows
(last 12 months)
$316.80M
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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
1/21/2025High Net Worth Advisory Group LLC55,647$3.73M1.0%+3.4%0.037%
1/21/2025Avaii Wealth Management LLC90,925$6.10M3.0%+0.8%0.061%
1/21/2025Flagship Private Wealth LLC95,021$6.37M3.1%+3.8%0.064%
1/21/2025Park Edge Advisors LLC139,429$9.35M2.7%+25.5%0.093%
1/21/2025Flagship Harbor Advisors LLC67,639$4.53M0.2%-13.7%0.045%
1/21/2025Nikulski Financial Inc.150,273$10.07M3.0%+0.8%0.101%
1/21/2025Cedar Mountain Advisors LLC164,576$11.03M2.4%-2.6%0.110%
1/21/2025Geneos Wealth Management Inc.17,605$1.18M0.0%-4.4%0.012%
1/21/2025Dynamic Advisor Solutions LLC29,486$1.98M0.1%+3.1%0.020%
1/21/2025Fifth Third Bancorp4,332,764$290.43M1.1%-0.6%2.899%
1/21/2025Wealth Management Resources Inc.502,362$33.67M12.4%+132.6%0.336%
1/21/2025Goelzer Investment Management Inc.9,370$628K0.0%N/A0.006%
1/21/2025RFG Advisory LLC85,740$5.75M0.2%-2.2%0.057%
1/21/2025Cornerstone Wealth Management LLC106,417$7.13M0.5%-1.5%0.071%
1/21/2025Brighton Jones LLC3,948$265K0.0%+4.0%0.003%
1/21/2025Sterling Group Wealth Management LLC395,237$26.49M13.7%+2.3%0.264%
1/17/2025 Cerro Pacific Wealth Advisors LLC43,603$2.93M1.0%+39.6%0.029%
1/17/2025 Secure Asset Management LLC6,612$443K0.1%+5.3%0.004%
1/17/2025 Capital Planning Advisors LLC526,580$35.30M5.5%+6.9%0.352%
1/17/2025 Edge Financial Advisors LLC37,060$2.48M2.2%+1.8%0.025%
1/17/2025 Olistico Wealth LLC9,484$636K0.4%-1.6%0.006%
1/17/2025 Janney Montgomery Scott LLC48,093$3.22M0.0%-1.7%0.032%
1/17/2025 Sheets Smith Wealth Management3,284$220K0.0%N/A0.002%
1/17/2025 Beaumont Financial Advisors LLC3,138$210K0.0%-6.4%0.002%
1/17/2025 Verum Partners LLC54,376$3.65M1.1%-7.7%0.036%
1/17/2025 Commons Capital LLC9,988$669K0.6%N/A0.007%
1/17/2025 Alpha Cubed Investments LLC40,366$2.71M0.1%+1.5%0.027%
1/16/2025 Lmcg Investments LLC52,362$3.51M0.2%-1.0%0.035%
1/16/2025 Hoese & Co LLP159,615$10.70M9.3%+1.3%0.107%
1/16/2025 Union Savings Bank388,123$26.01M12.8%+12.1%0.260%
1/16/2025 MassMutual Private Wealth & Trust FSB4,775$320K0.0%+9.8%0.003%
1/16/2025 Diversify Advisory Services LLC3,796$251K0.0%N/A0.003%
1/16/2025 Ballast Inc.353,303$23.68M6.8%+0.6%0.236%
1/16/2025 Liberty One Investment Management LLC116,622$7.82M0.8%-0.6%0.078%
1/15/2025 HF Advisory Group LLC22,296$1.49M0.7%+5.9%0.015%
1/15/2025 Meridian Financial LLC24,588$1.65M1.1%-5.1%0.016%
1/15/2025 Kera Capital Partners Inc.12,891$864K0.2%N/A0.009%
1/15/2025 Orgel Wealth Management LLC374,546$25.11M0.7%-0.3%0.251%
1/15/2025 TruWealth Advisors LLC258,141$17.30M1.0%+0.7%0.173%
1/15/2025 Ameritas Advisory Services LLC67,832$4.55M0.2%+0.7%0.045%
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1/15/2025 Merit Financial Group LLC51,405$3.45M0.1%+1.7%0.034%
1/15/2025 Wealthcare Advisory Partners LLC25,074$1.68M0.0%-1.2%0.017%
1/15/2025 Kraematon Investment Advisors Inc.8,343$559K0.6%+18.9%0.006%
1/15/2025 Certified Advisory Corp141,639$9.49M1.0%+3.3%0.095%
1/15/2025 Retireful LLC11,407$765K0.4%-8.0%0.008%
1/14/2025 Paragon Capital Management Ltd779,010$52.22M10.5%-0.2%0.521%
1/14/2025 Sagace Wealth Management LLC37,131$2.49M1.9%-45.9%0.025%
1/14/2025 Redhawk Wealth Advisors Inc.45,970$3.08M0.4%+0.5%0.031%
1/14/2025 Cliftonlarsonallen Wealth Advisors LLC7,673,847$514.38M10.0%+5.4%5.135%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.4,607$309K0.1%+18.5%0.003%
1/14/2025 Park Avenue Securities LLC43,838$2.94M0.0%-9.0%0.029%
1/14/2025 Mayfair Advisory Group LLC25,018$1.68M1.0%+1.4%0.017%
1/14/2025 KWB Wealth253,007$17.02M2.1%+1.4%0.169%
1/14/2025 Breakwater Capital Group11,308$758K0.2%+12.7%0.008%
1/14/2025 Graves Light Lenhart Wealth Inc.232,754$15.60M1.9%+0.6%0.156%
1/14/2025 Signal Advisors Wealth LLC6,406$429K0.0%N/A0.004%
1/13/2025 Tsfg LLC209,830$14.07M2.9%+4.7%0.140%
1/13/2025 Miracle Mile Advisors LLC4,126$277K0.0%N/A0.003%
1/13/2025 Burns J W & Co. Inc. NY32,071$2.15M0.3%-1.1%0.021%
1/13/2025 Vigilare Wealth Management199,391$13.37M5.4%-14.3%0.133%
1/13/2025 ACT Advisors LLC.309,555$20.75M11.2%+7.9%0.207%
1/13/2025 Brookstone Capital Management10,602$711K0.0%+25.4%0.007%
1/13/2025 DBK Financial Counsel LLC44,073$2.95M3.0%+13.1%0.029%
1/13/2025 Fiduciary Alliance LLC22,922$1.54M0.2%-2.7%0.015%
1/13/2025 EWG Elevate Inc.49,423$3.31M1.0%N/A0.033%
1/10/2025 HBW Advisory Services LLC12,673$849K0.1%+8.2%0.008%
1/10/2025 Wealth Enhancement Advisory Services LLC7,839,074$527.33M1.1%+0.1%5.245%
1/10/2025 ORG Partners LLC8,018$537K0.1%+33.3%0.005%
1/8/2025 Legacy Private Trust Co.140,632$9.43M0.6%-5.1%0.094%
1/8/2025 International Assets Investment Management LLC27,537$1.84M0.1%N/A0.018%
1/8/2025 Weaver Consulting Group23,778$1.59M0.5%+1.1%0.016%
1/7/2025 Stonehearth Capital Management LLC19,571$1.31M0.5%-9.9%0.013%
12/26/2024JPMorgan Chase & Co.219,518$14.77M0.0%+7.1%0.147%
12/6/2024Fidelity D & D Bancorp Inc.46,873$3.15M2.1%+5.0%0.031%
11/27/2024Franklin Resources Inc.2,500$170K0.0%-5.9%0.002%
11/25/2024Sfmg LLC1,638,506$110.22M8.9%+0.4%1.096%
11/25/2024World Investment Advisors LLC12,511$842K0.0%+2.7%0.008%
11/25/2024Sanctuary Advisors LLC54,076$3.70M0.0%+303.6%0.036%
11/22/2024Fulcrum Equity Management18,284$1.23M1.0%-3.9%0.012%
11/18/2024Cresta Advisors Ltd.152,683$10.27M5.4%+8.7%0.102%
11/15/2024Glass Jacobson Investment Advisors llc11,461$771K0.3%+50.3%0.008%
11/15/2024MML Investors Services LLC434,611$29.24M0.1%+40.0%0.291%
11/15/2024Orion Portfolio Solutions LLC79,188$5.33M0.1%-1.3%0.053%
11/15/2024Glen Eagle Advisors LLC19,745$1.33M0.2%+5.5%0.013%
11/15/2024Jane Street Group LLC18,923$1.27M0.0%N/A0.013%
11/15/2024Kovitz Investment Group Partners LLC2,093,687$140.89M0.9%+10.4%1.401%
11/15/2024Two Sigma Advisers LP195,600$13.16M0.0%+47.3%0.131%
11/15/2024Stifel Financial Corp537,546$36.16M0.0%+1.1%0.360%
11/15/2024SageView Advisory Group LLC7,484$503K0.0%-3.2%0.005%
11/15/2024Resurgent Financial Advisors LLC25,457$1.71M1.0%+3.8%0.017%
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11/15/2024IHT Wealth Management LLC101,270$6.80M0.2%+25.3%0.068%
11/15/2024HighTower Advisors LLC317,517$21.37M0.0%-0.1%0.212%
11/15/2024Arrowroot Family Office LLC6,199$417K0.2%+8.5%0.004%
11/15/2024Ascent Group LLC4,152$279K0.0%N/A0.003%
11/14/2024Plotkin Financial Advisors LLC7,028$473K0.3%N/A0.005%
11/14/2024Flow Traders U.S. LLC8,293$558K0.0%+19.0%0.006%
11/14/2024Captrust Financial Advisors16,380$1.10M0.0%+2.8%0.011%
11/14/2024Rockefeller Capital Management L.P.78,721$5.30M0.0%+0.4%0.053%
11/14/2024Financial Counselors Inc.5,345$360K0.0%-19.0%0.004%
11/13/2024Hardy Reed LLC4,433$298K0.0%N/A0.003%
(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, 495 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. ($833.69M), Envestnet Asset Management Inc. ($804.11M), Wealth Enhancement Advisory Services LLC ($527.33M), LPL Financial LLC ($520.92M), Cliftonlarsonallen Wealth Advisors LLC ($514.38M), Fifth Third Bancorp ($290.43M), and FMR LLC ($286.80M).Learn more on SPHQ's institutional investors.

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

Of the 434 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. ($13.86M), Envestnet Asset Management Inc. ($11.94M), Cliftonlarsonallen Wealth Advisors LLC ($7.67M), International Assets Investment Management LLC ($5.14M), Fifth Third Bancorp ($4.64M), LPL Financial LLC ($3.23M), and Wealth Enhancement Advisory Services LLC ($2.92M).

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

Institutional investors have bought a total of 82,049,636 shares in the last 24 months. This purchase volume represents approximately $4.50B in transactions.

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

Of the 251 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 ($1.96M), Mainstay Capital Management LLC ADV ($866.82K), First Command Advisory Services Inc. ($743.92K), Wealth Management Resources Inc. ($631.45K), and PNC Financial Services Group Inc. ($517.77K).

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

Institutional investors have sold a total of 15,827,328 shares in the last 24 months. This volume of shares sold represents approximately $830.67M in transactions.



This page (NYSEARCA:SPHQ) was last updated on 1/21/2025 by MarketBeat.com Staff
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