Invesco S&P 500 Quality ETFSPHQETF
13F holders, Q2 2025 (June 30)669holders +46
91new positions
45sold out
4famous investors
$71.27avg. 13F price*
At the end of Q2 2025, 669 institutions reported holding Invesco S&P 500 Quality ETF (SPHQ) in their 13F filings, up 46 from Q1 2025. 91 opened new positions and 45 sold out. The largest holders were LPL Financial LLC ($810.3M), Ameriprise Financial Inc. ($658.8M) and Cliftonlarsonallen Wealth Advisors, LLC ($573.1M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $257.0M |
| Exits | 45 | $76.3M |
All 13F filers, Q1 2025 → Q2 2025: 19,270,710 shares bought and 5,201,414 shares sold, net +14,069,296 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 669 holders
| LPL Financial LLC | 0.27% | Add +13.2% | 11,370,990 | $810.3M |
| Ameriprise Financial Inc. | 0.16% | Add +68.0% | 9,247,520 | $658.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 9.61% | Add +4.1% | 8,043,049 | $573.1M |
| Wealth Enhancement Advisory Services, LLC | 0.89% | Reduce -2.4% | 7,461,240 | $538.0M |
| Morgan Stanley | 0.03% | Add +3.7% | 6,659,192 | $474.5M |
| FMR LLC | 0.02% | Add +12.2% | 5,258,991 | $374.8M |
| Bank of America Corp. | 0.03% | Add +6.5% | 4,360,942 | $310.8M |
| Wells Fargo & Company | 0.07% | Add +18.9% | 4,296,767 | $306.2M |
| Fifth Third Bancorp | 1.05% | Reduce -2.2% | 4,250,785 | $302.9M |
| Raymond James Financial Inc. | 0.10% | Add +61.2% | 3,869,397 | $275.7M |
| Osaic Holdings, Inc. | 0.35% | Add +19.7% | 2,791,045 | $197.8M |
| Bank of New York Mellon Corp | 0.04% | Add +2.9% | 2,668,272 | $190.1M |
| Royal Bank of Canada | 0.03% | Add +21.6% | 2,510,147 | $178.9M |
| Envestnet Asset Management Inc. | 0.04% | Add +41.8% | 1,852,838 | $132.0M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +9.6% | 1,843,952 | $131.4M |
| UBS Group AG | 0.03% | Add +9.3% | 1,678,247 | $119.6M |
| Sfmg, LLC | 8.72% | Add +0.7% | 1,630,713 | $116.2M |
| Jones Financial Companies LLLP | 0.08% | Add +32.0% | 1,575,902 | $111.6M |
| NorthCoast Asset Management LLC | 0.46% | Add +7.6% | 1,516,681 | $108.1M |
| First Command Advisory Services, Inc. | 0.89% | Add +2.6% | 1,444,206 | $102.9M |
| Madison Asset Management, LLC | 1.08% | Reduce -1.4% | 1,407,188 | $100.3M |
| Mainstay Capital Management LLC | 4.73% | Add +100.8% | 1,345,602 | $95.9M |
| Cetera Investment Advisers | 0.16% | Add +22.9% | 1,330,058 | $94.8M |
| Equitable Holdings, Inc. | 0.78% | Add +6.3% | 1,320,290 | $94.1M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -17.1% | 1,275,063 | $90.9M |
| PNC Financial Services Group, Inc. | 0.05% | Add +4.4% | 1,162,433 | $82.8M |
| Assetmark, Inc. | 0.20% | Reduce -5.8% | 1,159,039 | $82.6M |
| Alpine Bank Wealth Management | 8.65% | Reduce -27.3% | 803,063 | $57.2M |
| Evensky & Katz LLC | 3.36% | Reduce -1.5% | 771,432 | $55.0M |
| Stifel Financial Corp. | 0.05% | Add +22.4% | 762,266 | $54.3M |
| Paragon Capital Management Ltd | 9.83% | Reduce -0.6% | 752,029 | $53.6M |
| MML Investors Services, LLC | 0.13% | Add +14.7% | 639,221 | $45.6M |
| Two Sigma Investments, LP | 0.09% | Add +153.4% | 636,600 | $45.4M |
| Family Investment Center, Inc. | 9.91% | Add +2.1% | 613,851 | $43.7M |
| Davidson Capital Management Inc. | 10.45% | Add +0.8% | 610,919 | $43.5M |
| Demars Financial Group, LLC | 15.66% | New | 572,147 | $40.8M |
| First International Bank & Trust | 14.11% | New | 569,374 | $40.6M |
| Milestone Investment Advisors LLC | 9.91% | Reduce -2.2% | 532,920 | $38.0M |
| Stratos Wealth Partners, LTD. | 0.52% | Reduce -24.8% | 531,359 | $37.9M |
| Sterling Financial Group, Inc. | 12.49% | New | 522,195 | $37.2M |
| Wealth Management Resources, Inc. | 12.61% | Add +1.1% | 518,299 | $36.9M |
| Capital Planning Advisors, LLC | 5.30% | Reduce -4.9% | 507,230 | $36.1M |
| Union Savings Bank | 15.40% | Add +7.4% | 469,548 | $33.5M |
| Corient Private Wealth LP | 0.04% | Reduce -4.2% | 463,932 | $33.1M |
| Perennial Investment Advisors, LLC | 3.11% | Add +38.4% | 449,341 | $32.0M |
| Summit Wealth Group LLC / Co. | 7.94% | — | 443,584 | $31.6M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +17.1% | 441,199 | $31.4M |
| Schwallier Wealth Management LLC | 18.84% | Add +15.9% | 432,589 | $30.8M |
| Orgel Wealth Management, LLC | 0.74% | Add +3.2% | 429,791 | $30.6M |
| Avantax Advisory Services, Inc. | 0.17% | Add +9.4% | 427,025 | $30.4M |
| Mariner, LLC | 0.04% | Reduce -3.6% | 420,646 | $30.0M |
| Truist Financial Corp. | 0.04% | Add +26.1% | 382,566 | $27.3M |
| SouthState Bank Corp | 1.17% | Reduce -19.8% | 375,908 | $26.8M |
| Ballast, Inc. | 6.52% | Reduce -1.3% | 349,424 | $24.9M |
| Evergreen Capital Management LLC | 0.71% | Add +3.9% | 332,014 | $23.7M |
| HighTower Advisors, LLC | 0.03% | Reduce -1.0% | 325,096 | $23.2M |
| Private Advisor Group, LLC | 0.12% | Add +43.3% | 303,306 | $21.6M |
| ACT Advisors, LLC. | 9.75% | Reduce -2.4% | 295,834 | $21.1M |
| Piedmont Capital Management, LLC | 11.67% | New | 283,226 | $20.2M |
| Jefferies Financial Group Inc. | 0.35% | Add +3.7% | 282,958 | $20.2M |
| JPMorgan Chase & Co. | 0.00% | Add +10.6% | 278,848 | $19.9M |
| Sterling Group Wealth Management, LLC | 10.97% | Reduce -30.1% | 278,118 | $19.8M |
| Qube Research & Technologies Ltd | 0.03% | Add +82.7% | 271,921 | $19.4M |
| Rollins Financial Advisors, LLC | 2.98% | Add +3.6% | 262,327 | $18.7M |
| Sax Wealth Advisors, LLC | 1.13% | Add +1264.4% | 261,553 | $18.6M |
| Steward Partners Investment Advisory, LLC | 0.15% | Add +71.3% | 261,438 | $18.6M |
| TruWealth Advisors, LLC | 1.02% | Reduce -0.4% | 259,665 | $18.5M |
| Tidemark, LLC | 5.82% | Add +6.8% | 253,263 | $18.0M |
| Cozad Asset Management Inc. | 1.57% | Add +2.9% | 251,522 | $17.9M |
| Snowden Capital Advisors LLC | 0.53% | Add +1.7% | 248,507 | $17.7M |
| Cresset Asset Management, LLC | 0.09% | Add +0.2% | 245,343 | $17.5M |
| Focus Financial Network, Inc. | 0.66% | Add +8.0% | 234,262 | $16.7M |
| Creative Financial Designs Inc. | 1.18% | Reduce -23.6% | 230,707 | $16.4M |
| Graves Light Lenhart Wealth, Inc. | 1.95% | Reduce -3.2% | 229,618 | $16.4M |
| Global Retirement Partners, LLC | 0.40% | — | 228,220 | $16.3M |
| Blair William & Co. | 0.04% | Add +22.1% | 222,150 | $15.8M |
| Lido Advisors, LLC | 0.08% | Reduce -1.5% | 218,855 | $15.6M |
| Sound View Wealth Advisors Group, LLC | 1.13% | Reduce -1.6% | 213,726 | $15.2M |
| Focus Partners Wealth | 0.03% | Add +242.6% | 213,454 | $15.2M |
| Cresta Advisors, Ltd. | 7.39% | Add +4.5% | 212,780 | $15.2M |
| Baird Financial Group, Inc. | 0.03% | Add +458.9% | 208,184 | $14.8M |
| Burns Matteson Capital Management, LLC | 7.14% | Reduce -0.8% | 207,432 | $14.8M |
| WCG Wealth Advisors LLC | 0.95% | Add +6.4% | 205,459 | $14.6M |
| Tsfg, LLC | 2.60% | Reduce -13.2% | 201,653 | $14.4M |
| Atria Wealth Solutions, Inc. | 0.32% | Reduce -55.5% | 198,875 | $14.2M |
| Eagle Strategies LLC | 2.16% | Add +2.2% | 199,249 | $14.2M |
| Hoese & Co LLP | 11.08% | Add +1.8% | 192,801 | $13.7M |
| JNBA Financial Advisors | 1.30% | New | 190,101 | $13.5M |
| Opes Wealth Management LLC | 2.35% | Add +3.0% | 185,463 | $13.2M |
| Sierra Ocean, LLC | 9.46% | Add +6.6% | 184,213 | $13.1M |
| Principal Securities, Inc. | 0.23% | Add +2.1% | 174,560 | $12.4M |
| Trilogy Capital Inc. | 0.59% | Reduce -82.8% | 171,006 | $12.2M |
| Cedar Mountain Advisors, LLC | 2.53% | Add +1.9% | 170,539 | $12.2M |
| Jordan Park Group LLC | 0.79% | No change | 170,250 | $12.1M |
| Strategies Wealth Advisors, LLC | 1.29% | Add +33.8% | 165,666 | $11.8M |
| Ruggaard & Associates LLC | 4.55% | New | 158,963 | $11.3M |
| CPC Advisors, LLC | 1.42% | Add +0.6% | 158,397 | $11.3M |
| TD Capital Management LLC | 1.06% | Add +3.8% | 156,888 | $11.2M |
| Chicago Wealth Management, Inc. | 5.30% | Reduce -0.3% | 156,118 | $11.1M |
| Sage Mountain Advisors LLC | 0.71% | Add +7.8% | 152,334 | $10.9M |
"% 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.