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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.

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 %
Jane Street
51
Jane Street
New York
$445K -$5.72M -73,117 -93%
SWA
52
Stratos Wealth Advisors
Ohio
$440K -$17.9K -229 -4%
QWM
53
Quadcap Wealth Management
Texas
$439K – – –
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$437K -$21.1K -270 -5%
Comerica Bank
55
Comerica Bank
Texas
$435K -$114K -1,462 -21%
LFS
56
Legacy Financial Strategies
Kansas
$430K -$235K -3,000 -35%
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$405K – – –
PFA
58
Plotkin Financial Advisors
Maryland
$377K – – –
PAG
59
Private Advisor Group
New Jersey
$374K -$47.9K -612 -11%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$373K +$373K +4,767 New
OAM
61
Oppenheimer Asset Management
New York
$360K -$81.1K -1,036 -18%
OWMIAS
62
One Wealth Management Investment & Advisory Services
Florida
$329K – – –
TAM
63
Townsend Asset Management
North Carolina
$316K – – –
GI
64
Gradient Investments
Minnesota
$307K +$2.74K +35 +0.9%
TC
65
TownSquare Capital
Utah
$307K -$5.56K -71 -2%
SAM
66
Sequent Asset Management
Texas
$298K – – –
IWM
67
IHT Wealth Management
Illinois
$285K -$49.9K -637 -15%
SWP
68
Stratos Wealth Partners
Ohio
$282K -$9.63K -123 -3%
FWM
69
Fingerlakes Wealth Management
New York
$273K – – –
AC
70
Avant Capital
Louisiana
$243K – – –
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$243K +$243K +3,104 New
MWM
72
MGB Wealth Management
Texas
$227K -$157 -2 -0.1%
Betterment LLC
73
Betterment LLC
New York
$225K +$21.7K +278 +11%
SAM
74
Secure Asset Management
Michigan
$223K -$230K -2,943 -51%
HighTower Advisors
75
HighTower Advisors
Illinois
$204K -$6.97K -89 -3%
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