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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

106 hedge funds and large institutions have $282M invested in Invesco S&P 500 High Beta ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 46 reducing their positions, and 19 closing their positions.

Holders
106
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
16
Reduced
46
Closed
19
Calls
–
Puts
$8.04M
Net Calls
-$8.04M
Net Calls Change
+$33.7M

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$24M
2
A
2
Allianz
Germany
$21.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$18.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$10.1M
5
CFS
5
Commonwealth Financial Services
West Virginia
$4.47M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.4M
2
LPL Financial
2
LPL Financial
California
$19.2M
3
VAS
3
Vestmark Advisory Solutions
Massachusetts
$0
4
GS
4
GTS Securities
New York
$0
5
CG
5
Cynosure Group
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$459K 4,709 -66 -1%
PFA
52
Plotkin Financial Advisors
Maryland
$454K 4,650 -168 -3%
Walleye Trading
53
Walleye Trading
New York
$449K 4,601 +4,601 New
OWMIAS
54
One Wealth Management Investment & Advisory Services
Florida
$407K 4,178 -31 -0.7%
TAM
55
Townsend Asset Management
North Carolina
$393K 4,032 – –
SAM
56
Sequent Asset Management
Texas
$372K 3,810 – –
OAM
57
Oppenheimer Asset Management
New York
$368K 3,770 -830 -18%
NEPPG
58
New England Professional Planning Group
Rhode Island
$350K 3,591 -2,253 -39%
FWM
59
Fingerlakes Wealth Management
New York
$347K 3,562 +77 +2%
IWM
60
IHT Wealth Management
Illinois
$330K 3,379 -257 -7%
SWP
61
Stratos Wealth Partners
Ohio
$324K 3,318 -280 -8%
FPAS
62
Focus Partners Advisor Solutions
Missouri
$311K 3,193 +3,193 New
GI
63
Gradient Investments
Minnesota
$309K 3,172 -755 -19%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$303K 3,104 – –
AC
65
Avant Capital
Louisiana
$301K 3,088 -22 -0.7%
MWM
66
MGB Wealth Management
Texas
$283K 2,899 -1 -0%
SAM
67
Secure Asset Management
Michigan
$277K 2,844 – –
Focus Partners Wealth
68
Focus Partners Wealth
Massachusetts
$264K 2,705 +110 +4%
ASN
69
Advisory Services Network
Georgia
$248K 2,414 +2,414 New
XF
70
XML Financial
Maryland
$243K 2,490 +2,490 New
HighTower Advisors
71
HighTower Advisors
Illinois
$241K 2,468 -144 -6%
Betterment LLC
72
Betterment LLC
New York
$240K 2,460 -418 -15%
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$229K 2,351 +822 +54%
GWP
74
Gateway Wealth Partners
Wisconsin
$215K 2,202 -13,747 -86%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$213K 2,126 +2,126 New
1 2
3
4 5