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Invesco S&P 500 High Beta ETF
SPHB

117 hedge funds and large institutions have $407M invested in Invesco S&P 500 High Beta ETF in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

43% more capital invested

Capital invested by funds: $284M → $407M (+$123M)

9.4% more ownership

Funds ownership: 73.76% → 83.16% (+9.4%)

7% more funds holding

Funds holding: 109 → 117 (+8)

9% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 33

61% less call options, than puts

Call options by funds: $681K | Put options by funds: $1.76M

Holders
117
Holders Change
+8
Holders Change %
+7.34%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
30
Reduced
33
Closed
14
Calls
$681K
Puts
$1.76M
Net Calls
-$1.08M
Net Calls Change
+$5.42M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$74.2M
2
Morgan Stanley
Morgan Stanley
New York
+$20M
3
AFS
Axiom Financial Strategies
Indiana
+$14.1M
4
Wells Fargo
Wells Fargo
California
+$9.22M
5
BHB
Bank Hapoalim BM
Israel
+$8.96M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$42.9M
2
A
Allianz
Germany
-$21.8M
3
Raymond James Financial
Raymond James Financial
Florida
-$9.71M
4
CFS
Commonwealth Financial Services
West Virginia
-$4.47M
5
SFS
Sowell Financial Services
Arkansas
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
26
Highview Capital Management
Illinois
$2.39M +$2.27M +21,739 New
TRCT
27
Tower Research Capital (TRC)
New York
$2.21M +$2.1M +20,146 New
SB
28
SIG Brokerage
New York
$2.2M – – –
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$2.18M +$2.07M +19,895 New
Jones Financial Companies
30
Jones Financial Companies
Missouri
$2.17M +$888K +8,523 +76%
AF
31
Abound Financial
California
$2.11M -$69.7K -669 -3%
EFI
32
EHP Funds Inc
Canada
$2.05M -$271K -2,600 -12%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$1.99M -$754K -7,240 -28%
Renaissance Technologies
34
Renaissance Technologies
New York
$1.98M +$979K +9,400 +109%
Creative Planning
35
Creative Planning
Kansas
$1.67M -$344K -3,306 -18%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.65M +$168K +1,615 +12%
EGA
37
E&G Advisors
Texas
$1.63M – – –
KAS
38
Kestra Advisory Services
Texas
$1.58M +$245K +2,347 +19%
FTUS
39
Flow Traders U.S.
New York
$1.52M +$1.44M +13,811 New
DADC
40
D.A. Davidson & Co
Montana
$1.14M -$9.06K -87 -0.8%
Mariner
41
Mariner
Kansas
$1.13M +$1.07M +10,294 New
BHBT
42
Burke & Herbert Bank & Trust
Virginia
$1.11M -$69.8K -670 -6%
AP
43
Advisors Preferred
Maryland
$1.01M +$948K +9,100 New
SF
44
Seros Financial
Arizona
$1.01M – – –
Jane Street
45
Jane Street
New York
$1.01M +$959K +9,201 New
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$989K -$59.2K -568 -6%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$953K +$188K +1,803 +26%
SAM
48
Sequent Asset Management
Texas
$946K +$500K +4,803 +126%
SWA
49
Stratos Wealth Advisors
Ohio
$626K -$13.3K -128 -2%
WCG
50
Weaver Consulting Group
California
$620K -$52.1K -500 -8%
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SPHB Hedge Fund Activity: Q3 2025 in Review

117 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Beta ETF (SPHB) for Q3 2025, worth a combined $407M — up 43% from $284M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SPHB positions and 14 closed out — a net gain of 11 holders — while 30 added to existing stakes and 33 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $74.2M. The largest seller was Bank of America, cutting an estimated $42.9M.

  • 117 institutional investors held Invesco S&P 500 High Beta ETF (SPHB) as of Q3 2025, up from 109 in Q2 2025.
  • Funds reported $407M of Invesco S&P 500 High Beta ETF stock for Q3 2025, up 43% quarter-over-quarter.
  • 25 funds opened new Invesco S&P 500 High Beta ETF positions in Q3 2025 and 14 closed out, a net change of +11 holders.
  • The largest Invesco S&P 500 High Beta ETF buyer in Q3 2025 was Goldman Sachs, an estimated $74.2M added.
  • The largest Invesco S&P 500 High Beta ETF seller in Q3 2025 was Bank of America, an estimated $42.9M sold.

Based on aggregated 13F filings for Q3 2025.