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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

107 hedge funds and large institutions have $257M invested in Invesco S&P 500 High Beta ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
-8
Holders Change %
-6.96%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
13
Increased
26
Reduced
45
Closed
17
Calls
$908K
Puts
$42.7M
Net Calls
-$41.8M
Net Calls Change
-$41.5M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$71.1M
2
LPL Financial
2
LPL Financial
California
$30.2M
3
VAS
3
Vestmark Advisory Solutions
Massachusetts
$7.44M
4
GS
4
GTS Securities
New York
$5.09M
5
CG
5
Cynosure Group
Utah
$4.97M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.64M
2
QAM
2
Q3 Asset Management
Michigan
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$13.2M
4
Jane Street
4
Jane Street
New York
$445K
5
EFI
5
EHP Funds Inc
Canada
$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGA
26
E&G Advisors
Texas
$1.88M -$120K -1,535 -6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.77M -$801K -10,233 -31%
Creative Planning
28
Creative Planning
Kansas
$1.58M -$23.5K -300 -1%
AF
29
Abound Financial
California
$1.55M +$78 +1 +0%
Stifel Financial
30
Stifel Financial
Missouri
$1.49M +$1.49M +19,030 New
CAS
31
Coppell Advisory Solutions
Texas
$1.25M +$1.23M +25,900 +5,430%
GWP
32
Gateway Wealth Partners
Wisconsin
$1.25M +$1.25M +15,949 New
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$1.22M +$15.7K +200 +1%
TRCT
34
Tower Research Capital (TRC)
New York
$1.21M +$1.21M +15,403 +66,970%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.2M -$92.9K -1,187 -7%
DADC
36
D.A. Davidson & Co
Montana
$1.06M -$70.4K -900 -6%
Osaic Holdings
37
Osaic Holdings
Arizona
$1.03M +$347K +4,430 +51%
HF
38
HRT Financial
New York
$962K +$962K +12,294 New
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$933K +$860K +10,988 +1,175%
BHBT
40
Burke & Herbert Bank & Trust
Virginia
$864K -$2.35K -30 -0.3%
PA
41
PFG Advisors
Arizona
$847K -$11.3K -144 -1%
Ameriprise
42
Ameriprise
Minnesota
$772K -$3.6M -45,954 -82%
SF
43
Seros Financial
Arizona
$722K -$84.3K -1,077 -10%
KAS
44
Kestra Advisory Services
Texas
$696K -$260K -3,320 -27%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$689K +$315K +4,010 +84%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$637K -$52.2K -667 -8%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$620K -$51.2K -654 -8%
WCG
48
Weaver Consulting Group
California
$484K -$3.91K -50 -0.8%
NEPPG
49
New England Professional Planning Group
Rhode Island
$457K +$470 +6 +0.1%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$454K +$174K +2,228 +62%
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