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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 %
1WM
76
1858 Wealth Management
Ohio
$213K 2,180 +2,180 New
P
77
&Partners
Tennessee
$203K 2,077 +2,077 New
Barclays
78
Barclays
United Kingdom
$127K 1,300 – –
Fidelity Investments
79
Fidelity Investments
Massachusetts
$125K 1,284 -626 -33%
AF
80
Allworth Financial
California
$111K 1,133 – –
HT
81
Headlands Technologies
Illinois
$104K 1,063 +1,063 New
IA
82
IFP Advisors
Florida
$96.1K 985 – –
HCM
83
Hollencrest Capital Management
California
$89.8K 921 +921 New
MAS
84
MPWM Advisory Solutions
Georgia
$86.6K 888 -500 -36%
PA
85
Parallel Advisors
California
$81.9K 840 – –
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$81.8K 839 – –
TWC
87
TD Waterhouse Canada
Ontario, Canada
$77.7K 796 -867 -52%
GRP
88
Global Retirement Partners
California
$50.9K 522 +522 New
DWA
89
Delos Wealth Advisors
Texas
$37.8K 388 +388 New
AIC
90
Archer Investment Corporation
Indiana
$35.5K 364 – –
CIA
91
Cape Investment Advisory
Georgia
$30.3K 311 – –
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$26K 263 – –
Citigroup
93
Citigroup
New York
$21.5K 220 +78 +55%
LFA
94
Legend Financial Advisors
Pennsylvania
$19.9K 204 +204 New
CAL
95
Capital Advisors Ltd
Ohio
$18K 187 – –
ACA
96
Aptus Capital Advisors
Alabama
$17.8K 182 – –
AAP
97
Arax Advisory Partners
Colorado
$14.6K 150 – –
NA
98
NewEdge Advisors
Louisiana
$11.2K 115 – –
SPIA
99
Steward Partners Investment Advisory
New York
$10.1K 104 – –
LWMI
100
Legacy Wealth Management (Idaho)
Idaho
$9.46K 97 – –
2 3
4
5 6