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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 %
SPIA
101
Steward Partners Investment Advisory
New York
$8.14K +$8.14K +104 New
LWMI
102
Legacy Wealth Management (Idaho)
Idaho
$7.59K – – –
AssetMark Inc
103
AssetMark Inc
California
$7.59K -$50.2K -642 -87%
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$6.57K – – –
TFGT
105
TS Financial Group (TSFG)
Illinois
$5K – – –
SS
106
Sunbelt Securities
Texas
$4.23K +$4.23K +54 New
OIA
107
Optimum Investment Advisors
Illinois
$4.15K – – –
OP
108
ORG Partners
Indiana
$8 -$8 – –
QAM
109
Q3 Asset Management
Michigan
– -$11.2M -126,823 Closed
CWM
110
Chicago Wealth Management
Illinois
– -$1.28M -14,494 Closed
TF
111
Trek Financial
Arizona
– -$437K -4,933 Closed
IWC
112
Integrated Wealth Concepts
Massachusetts
– -$424K -4,785 Closed
XF
113
XML Financial
Maryland
– -$276K -3,113 Closed
FFS
114
Founders Financial Securities
Maryland
– -$265K -2,990 Closed
AWM
115
Axxcess Wealth Management
California
– -$251K -2,829 Closed
OC
116
Oppenheimer & Co
New York
– -$244K -2,752 Closed
IA
117
IFG Advisory
Georgia
– -$228K -2,568 Closed
ASN
118
Advisory Services Network
Georgia
– -$221K -2,491 Closed
HAS
119
HBW Advisory Services
California
– -$214K -2,413 Closed
CIBC Private Wealth Group
120
CIBC Private Wealth Group
Georgia
– -$38.9K -431 Closed
DWA
121
Delos Wealth Advisors
Texas
– -$34.4K -388 Closed
HI
122
Harbour Investments
Wisconsin
– -$27.9K -315 Closed
LFA
123
Legend Financial Advisors
Pennsylvania
– -$18.1K -204 Closed
BFPW
124
BOK Financial Private Wealth
Colorado
– -$10.9K -123 Closed
SAM
125
Synergy Asset Management
Washington
– -$2.32K -26 Closed
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