ETF Holders

Who owns SPHQ?

US large cap

Invesco S&P 500 Quality ETF · Invesco

824 institutions reported holding SPHQ, worth $14.0B, in Form 13F filings for June 30, 2026.

13F holders
824
Institutional value
$14.0B
Change from prior quarter
+33.1%
+$3.5B, with price moves
New and sold-out firms
143 / 42
319 added, 217 trimmed

Top 10 institutional holders of SPHQ

FirmLocationValueSharesChange
LPL Financial LLCFort Mill, SC$1.2B13,784,927+1,619,060 shares
FMR LLCBoston, MA$842.6M9,352,203+1,480,493 shares
Ameriprise Financial Inc.Minneapolis, MN$821.9M9,120,665+300,606 shares
Cliftonlarsonallen Wealth Advisors, LLCMinneapolis, MN$663.6M7,364,726+13,842 shares
Envestnet Asset Management Inc.Berwyn, PA$606.5M6,731,769+4,733,411 shares
Wells Fargo & CompanySan Francisco, CA$523.9M5,814,302+845,522 shares
Wealth Enhancement Advisory Services, LLCPlymouth, MN$522.5M5,948,776+441,445 shares
Morgan StanleyNew York, NY$516.1M5,727,578+53,130 shares
Bank of America Corp.Charlotte, NC$450.8M5,003,440+110,204 shares
Heritage Wealth AdvisorsRichmond, VA$448.6M4,978,794+290,060 shares
814 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns SPHQ?

824 institutional managers reported holding SPHQ in Form 13F filings for June 30, 2026, worth $14.0B in total. The largest reported position was held by LPL Financial LLC, at $1.2B.

Did institutions buy or sell SPHQ last quarter?

Reported 13F value rose 33.1% from March 31, 2026, which includes price moves as well as buying and selling. 143 firms reported a new position and 42 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is SPHQ ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.