Invesco S&P 500 Quality ETFSPHQETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 826 institutions reported holding Invesco S&P 500 Quality ETF (SPHQ) in their 13F filings, up 76 from Q1 2026. 118 opened new positions and 43 sold out. The largest holders were LPL Financial LLC ($1.2B), FMR LLC ($842.6M) and Ameriprise Financial Inc. ($821.9M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco S&P 500 Quality ETF
- CUSIP
- 46137V241
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 118 | $218.2M |
| Exits | 43 | $117.7M |
All 13F filers, Q1 2026 → Q2 2026: 19,867,155 shares bought and 5,463,485 shares sold, net +14,403,670 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 826 holders
| LPL Financial LLC | 0.28% | Add +13.3% | 13,784,927 | $1.2B |
| FMR LLC | 0.04% | Add +18.8% | 9,352,203 | $842.6M |
| Ameriprise Financial Inc. | 0.17% | Add +3.4% | 9,120,665 | $821.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 8.72% | Add +0.2% | 7,364,726 | $663.6M |
| Envestnet Asset Management Inc. | 0.14% | Add +236.9% | 6,731,769 | $606.5M |
| Wells Fargo & Company | 0.09% | Add +17.0% | 5,814,302 | $523.9M |
| Wealth Enhancement Advisory Services, LLC | 0.88% | Add +8.0% | 5,948,776 | $522.5M |
| Morgan Stanley | 0.03% | Add +0.9% | 5,727,578 | $516.1M |
| Bank of America Corp. | 0.03% | Add +2.3% | 5,003,440 | $450.8M |
| Heritage Wealth Advisors | 15.40% | Add +6.2% | 4,978,794 | $448.6M |
| Raymond James Financial Inc. | 0.11% | Add +6.7% | 4,476,309 | $403.3M |
| Vantagepoint Investment Advisers LLC | 2.32% | Add +3.5% | 3,438,541 | $309.8M |
| Jones Financial Companies LLLP | 0.10% | Add +20.3% | 2,968,361 | $257.8M |
| Osaic Holdings, Inc. | 0.29% | Add +8.3% | 2,703,877 | $243.7M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +21.5% | 2,541,105 | $229.0M |
| Royal Bank of Canada | 0.03% | Add +2.0% | 2,227,357 | $200.7M |
| Bank of New York Mellon Corp | 0.03% | Add +0.8% | 1,971,842 | $177.7M |
| MML Investors Services, LLC | 0.36% | Add +139.2% | 1,968,809 | $177.4M |
| Sfmg, LLC | 9.39% | Add +1.4% | 1,710,162 | $154.1M |
| UBS Group AG | 0.02% | Add +4.8% | 1,676,083 | $151.0M |
| Cetera Investment Advisers | 0.12% | Add +17.1% | 1,441,981 | $129.9M |
| Equitable Holdings, Inc. | 0.77% | Add +0.4% | 1,436,900 | $129.5M |
| NorthCoast Asset Management LLC | 2.51% | Reduce -6.7% | 1,260,240 | $113.5M |
| First Command Advisory Services, Inc. | 0.61% | Reduce -20.0% | 1,146,360 | $103.3M |
| Commonwealth Equity Services, LLC | 0.12% | Add +1.1% | 1,081,551 | $97.4M |
| Stifel Financial Corp. | 0.08% | Add +9.4% | 1,023,186 | $92.2M |
| Independence Asset Advisors, LLC | 23.06% | Add +0.0% | 982,557 | $88.5M |
| Alvarez & Marsal Private Wealth Partners, LLC | 11.26% | Reduce -0.9% | 948,378 | $85.4M |
| Madison Asset Management, LLC | 1.01% | Reduce -27.0% | 936,702 | $84.4M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -2.1% | 881,712 | $79.4M |
| JPMorgan Chase & Co. | 0.00% | Add +44.1% | 862,123 | $76.6M |
| Evensky & Katz LLC | 3.56% | Reduce -1.3% | 765,065 | $68.9M |
| Compass Ion Advisors, LLC | 5.92% | Add +2.3% | 762,357 | $68.7M |
| Demars Financial Group, LLC | 18.32% | Add +17.6% | 733,638 | $66.1M |
| Paragon Capital Management Ltd | 11.97% | Reduce -2.8% | 698,569 | $62.9M |
| Rockefeller Capital Management L.P. | 0.09% | Add +2.7% | 680,843 | $61.3M |
| Perennial Investment Advisors, LLC | 3.56% | Reduce -14.9% | 591,843 | $53.3M |
| Tulsa Wealth Advisors, INC | 7.45% | Reduce -22.0% | 587,150 | $52.9M |
| Family Investment Center, Inc. | 8.01% | Add +2.8% | 535,311 | $48.2M |
| Milestone Investment Advisors LLC | 10.40% | Add +1.1% | 533,994 | $48.1M |
| Private Advisor Group, LLC | 0.20% | Add +33.8% | 494,162 | $44.5M |
| Union Savings Bank | 17.80% | Add +0.7% | 491,653 | $44.3M |
| Wealth Management Resources, Inc. | 13.31% | Add +9.3% | 478,990 | $43.2M |
| Baltimore-Washington Financial Advisors, Inc. | 1.61% | New | 475,171 | $42.8M |
| Sequoia Financial Advisors, LLC | 0.21% | Reduce -14.7% | 468,394 | $42.2M |
| Stratos Wealth Partners, LTD. | 0.43% | Add +2.9% | 467,766 | $42.1M |
| Truist Financial Corp. | 0.05% | Add +18.0% | 467,672 | $42.1M |
| Alpine Bank Wealth Management | 5.39% | Reduce -12.9% | 466,176 | $42.0M |
| Sax Wealth Advisors, LLC | 1.66% | Add +21.3% | 542,051 | $40.8M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +2.8% | 435,886 | $39.3M |
| Baird Financial Group, Inc. | 0.05% | Add +26.5% | 425,489 | $38.3M |
| Wealth Enhancement Trust Services, Inc. | 4.23% | Reduce -1.2% | 422,624 | $38.1M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -8.7% | 415,333 | $37.4M |
| Clearview Wealth Management LLC | 23.34% | Reduce -1.3% | 402,989 | $36.3M |
| Orgel Wealth Management, LLC | 0.68% | Reduce -0.7% | 395,689 | $35.7M |
| Thrivent Financial for Lutherans | 0.06% | Add +140.9% | 387,541 | $34.9M |
| Fifth Third Bancorp | 0.06% | Reduce -4.9% | 386,618 | $34.8M |
| Jefferies Financial Group Inc. | 0.32% | Add +15.8% | 378,345 | $34.1M |
| Ballast, Inc. | 6.27% | Reduce -1.7% | 368,869 | $33.2M |
| Bluespring Wealth Management, LLC | 0.64% | New | 367,053 | $33.1M |
| Evergreen Capital Management LLC | 0.56% | Add +2.0% | 353,193 | $31.8M |
| Park Avenue Securities LLC | 0.19% | Add +1187.5% | 340,277 | $30.7M |
| Corient Private Wealth LP | 0.04% | Reduce -5.4% | 325,280 | $29.3M |
| HighTower Advisors, LLC | 0.03% | Add +1.5% | 318,947 | $28.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +411.9% | 312,443 | $28.2M |
| Summit Wealth Group LLC / Co. | 2.28% | Reduce -4.5% | 305,169 | $27.5M |
| Rollins Financial Advisors, LLC | 3.61% | Add +4.0% | 304,049 | $27.4M |
| Snowden Capital Advisors LLC | 0.64% | Add +5.5% | 299,044 | $26.9M |
| Blair William & Co. | 0.07% | Add +5.7% | 284,460 | $25.6M |
| Cresset Asset Management, LLC | 0.09% | Add +4.2% | 273,682 | $24.7M |
| Mariner, LLC | 0.03% | Reduce -54.1% | 272,735 | $24.6M |
| SouthState Bank Corp | 1.02% | Add +76.1% | 272,332 | $24.5M |
| Waverly Advisors, LLC | 0.14% | Add +2547.5% | 269,223 | $24.3M |
| Redhawk Wealth Advisors, Inc. | 2.25% | Add +22.2% | 253,355 | $22.8M |
| Cozad Asset Management Inc. | 1.45% | Reduce -0.5% | 248,671 | $22.4M |
| Graves Light Lenhart Wealth, Inc. | 2.03% | Reduce -1.8% | 242,025 | $21.8M |
| Cresta Advisors, Ltd. | 7.82% | Add +6.9% | 241,946 | $21.8M |
| Global Retirement Partners, LLC | 0.32% | — | 234,257 | $21.1M |
| IHT Wealth Management, LLC | 0.44% | Add +2.8% | 230,119 | $20.7M |
| Harbour Investments, Inc. | 0.27% | Add +5.8% | 220,483 | $19.9M |
| Sierra Ocean, LLC | 13.72% | Add +2.7% | 220,001 | $19.8M |
| Burns Matteson Capital Management, LLC | 6.30% | Add +1.1% | 219,926 | $19.8M |
| Creative Financial Designs Inc. | 0.94% | Reduce -3.4% | 218,789 | $19.7M |
| Focus Financial Network, Inc. | 0.61% | Reduce -9.7% | 217,531 | $19.6M |
| Crusonia Wealth Advisors LLC | 3.08% | Add +3.6% | 208,288 | $18.8M |
| Davidson Capital Management Inc. | 2.97% | Reduce -0.0% | 205,685 | $18.5M |
| MOR Wealth Management, LLC | 7.35% | Reduce -5.9% | 205,024 | $18.5M |
| JNBA Financial Advisors | 1.34% | Reduce -10.3% | 196,648 | $17.7M |
| Vigilare Wealth Management | 5.39% | Reduce -6.7% | 195,028 | $17.6M |
| Sound View Wealth Advisors Group, LLC | 1.08% | Reduce -0.4% | 193,846 | $17.5M |
| EP Wealth Advisors, LLC | 0.07% | Add +2000.7% | 193,329 | $17.4M |
| Sterling Group Wealth Management, LLC | 7.14% | Reduce -16.4% | 193,281 | $17.4M |
| Prevail Innovative Wealth Advisors, LLC | 2.59% | Add +51.8% | 192,698 | $17.4M |
| Nomura Asset Management Co. Ltd. | 0.04% | New | 192,500 | $17.3M |
| BNP Paribas Financial Markets | 0.01% | Reduce -71.0% | 183,279 | $16.5M |
| Janney Montgomery Scott LLC | 0.03% | Add +6.5% | 181,937 | $16.4M |
| Kingsview Wealth Management, LLC | 0.20% | Add +10.1% | 179,573 | $16.2M |
| Lido Advisors, LLC | 0.06% | Reduce -14.0% | 179,395 | $16.2M |
| RFG Advisory, LLC | 0.25% | Reduce -34.2% | 178,931 | $16.1M |
| Core Wealth Advisors, Inc. | 3.17% | Add +8.1% | 174,879 | $15.8M |
"% of holder's portfolio" is SPHQ's weight in each manager's 13F, not the share of Invesco S&P 500 Quality ETF the manager owns.