SPHB icon

Invesco S&P 500 High Beta ETF

112 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 23 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

6% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 32

61% less call options, than puts

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

Holders
112
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$681K
Puts
$1.76M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$29K
CAL
102
Capital Advisors Ltd
Ohio
$21K
ACA
103
Aptus Capital Advisors
Alabama
$20K
Group One Trading
104
Group One Trading
Illinois
$11K
LWMI
105
Legacy Wealth Management (Idaho)
Idaho
$10.7K
SS
106
Sunbelt Securities
Texas
$5.93K
OIA
107
Optimum Investment Advisors
Illinois
$5.82K
NA
108
NewEdge Advisors
Louisiana
$5.71K
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$5.49K
PS
110
Principal Securities
Iowa
$4.94K
IW
111
Imprint Wealth
South Carolina
$3.51K
Citigroup
112
Citigroup
New York
$2.85K
CIAS
113
Capital Investment Advisory Services
North Carolina
$2.42K
OP
114
ORG Partners
Indiana
$11
A
115
Allianz
Germany
CFS
116
Commonwealth Financial Services
West Virginia
SFS
117
Sowell Financial Services
Arkansas
Walleye Trading
118
Walleye Trading
New York
GI
119
Gradient Investments
Minnesota
Wealth Enhancement Advisory Services
120
Wealth Enhancement Advisory Services
Minnesota
HT
121
Headlands Technologies
Illinois
HCM
122
Hollencrest Capital Management
California
LFA
123
Legend Financial Advisors
Pennsylvania
AAP
124
Arax Advisory Partners
Colorado
SPIA
125
Steward Partners Investment Advisory
New York