Invesco S&P 500 High Beta ETF
SPHB
117 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 25 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 14 closing their positions.
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
43% more capital invested
Capital invested by funds: $284M → $407M (+$123M)
9.4% more ownership
Funds ownership: 73.76% → 83.16% (+9.4%)
7% more funds holding
Funds holding: 109 → 117 (+8)
9% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 33
61% less call options, than puts
Call options by funds: $681K | Put options by funds: $1.76M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$74.2M |
| 2 |
Morgan Stanley
New York
|
+$20M |
| 3 |
AFS
Axiom Financial Strategies
New Albany,
Indiana
|
+$14.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$9.22M |
| 5 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
+$8.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$42.9M |
| 2 |
A
Allianz
Munich,
Germany
|
-$21.8M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$9.71M |
| 4 |
CFS
Commonwealth Financial Services
Vienna,
West Virginia
|
-$4.47M |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HT
126
Headlands Technologies
Chicago,
Illinois
| – | -$104K | -1,063 | Closed |
|
|
HCM
127
Hollencrest Capital Management
Newport Beach,
California
| – | -$89.8K | -921 | Closed |
|
|
CIA
128
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$30.3K | -311 | Closed |
|
|
LFA
129
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| – | -$19.9K | -204 | Closed |
|
|
AAP
130
Arax Advisory Partners
Denver,
Colorado
| – | -$14.6K | -150 | Closed |
|
|
SPIA
131
Steward Partners Investment Advisory
New York
| – | -$10.1K | -104 | Closed |
|
|
TFGT
132
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$6K | -60 | Closed |
|
133
AssetMark Inc
Concord,
California
| – | -$3.51K | -36 | Closed |
|
SPHB Hedge Fund Activity: Q3 2025 in Review
117 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Beta ETF (SPHB) for Q3 2025, worth a combined $407M — up 43% from $284M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SPHB positions and 14 closed out — a net gain of 11 holders — while 30 added to existing stakes and 33 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $74.2M. The largest seller was Bank of America, cutting an estimated $42.9M.
- 117 institutional investors held Invesco S&P 500 High Beta ETF (SPHB) as of Q3 2025, up from 109 in Q2 2025.
- Funds reported $407M of Invesco S&P 500 High Beta ETF stock for Q3 2025, up 43% quarter-over-quarter.
- 25 funds opened new Invesco S&P 500 High Beta ETF positions in Q3 2025 and 14 closed out, a net change of +11 holders.
- The largest Invesco S&P 500 High Beta ETF buyer in Q3 2025 was Goldman Sachs, an estimated $74.2M added.
- The largest Invesco S&P 500 High Beta ETF seller in Q3 2025 was Bank of America, an estimated $42.9M sold.
Based on aggregated 13F filings for Q3 2025.