INVESCO S&P 500 QUALITY ETF (SPHQ) Institutional Ownership Changes & 13F Activity

INVESCO S&P 500 QUALITY ETF (SPHQ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Wells Fargo & Company/Mn, Jones Financial Companies Lllp, Heritage Wealth Advisors, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Anchor Investment Management, LlcBuy+1+0.3%287$25.84KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+80,587+436.1%99,066$8.93MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+100+2.7%3,824$344.58KQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+5,5595,559$500.87KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-18,557-5.4%325,280$29.31MQ2 2026Aug 27, 2026
West Michigan Advisors, LlcSell-3,189-11.8%23,865$2.15MQ2 2026Aug 21, 2026
Jackson Wealth Management, LlcSell-142,060-96.3%5,534$499.00KQ2 2026Aug 20, 2026
Forefront Wealth Partners, LlcBuy+2,9822,982$268.68KQ2 2026Aug 20, 2026
Atx Financial Planning, LlcSell-472-7.1%6,209$559.40KQ2 2026Aug 20, 2026
Vermillion & White Wealth Management Group, LlcBuy+18,26818,268$1.65MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+16,453+10.1%179,573$16.18MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+7,172+15.1%54,660$4.92MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+12,216+13.8%100,627$9.07MQ2 2026Aug 18, 2026
Ruggaard & Associates LlcBuy+138,254138,254$12.46MQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcBuy+100,441100,441$9.05MQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Buy+51,480+15.7%378,345$34.09MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+7,884+4127.7%8,075$727.60KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+5,560+0.4%1,436,900$129.46MQ2 2026Aug 17, 2026
Balanced Rock Investment Advisors LlcSell-931-1.4%67,413$6.07MQ2 2026Aug 17, 2026
Empowered Funds, LlcSell-758-10.5%6,479$583.76KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+223+4.7%4,944$445.00KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+9,120,6659,120,665$821.92MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+845,522+17.0%5,814,302$523.87MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+500,704+20.3%2,968,361$257.80MQ2 2026Aug 14, 2026
Heritage Wealth AdvisorsBuy+290,060+6.2%4,978,794$448.59MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+281,359+6.7%4,476,309$403.32MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+259,054+2547.5%269,223$24.26MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+251,406+411.9%312,443$28.15MQ2 2026Aug 14, 2026
Cozad Asset Management IncBuy+248,671248,671$22.41MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+226,688+140.9%387,541$34.92MQ2 2026Aug 14, 2026
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Frequently asked questions about SPHQ activity

  • Which institutional owners are buying SPHQ?

    Institutional owners buying SPHQ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SPHQ activity?

    "Buy" means an investor increased their reported position in SPHQ compared to the prior reporting period. This reflects growing exposure to INVESCO S&P 500 QUALITY ETF (SPHQ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SPHQ increasing?

    Institutional interest in SPHQ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.