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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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$71.1M 908,723 +804,866 +775%
LPL Financial
2
LPL Financial
California
$30.2M 385,387 +251,894 +189%
Morgan Stanley
3
Morgan Stanley
New York
$13.2M 169,046 -111,251 -40%
Raymond James Financial
4
Raymond James Financial
Florida
$12.5M 160,144 -32,633 -17%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.7M 137,049 +16,132 +13%
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$9.81M 125,293 -17,858 -12%
Wells Fargo
7
Wells Fargo
California
$8.64M 110,434 -254,114 -70%
VAS
8
Vestmark Advisory Solutions
Massachusetts
$7.44M 95,018 +95,018 New
Goldman Sachs
9
Goldman Sachs
New York
$6.77M 86,487 -32,936 -28%
GS
10
GTS Securities
New York
$5.09M 64,965 +64,965 New
CG
11
Cynosure Group
Utah
$4.97M 63,552 +63,552 New
HH
12
Hilltop Holdings
Texas
$4.7M 60,015 +3,350 +6%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$4.18M 53,464 -6,522 -11%
QC
14
Quadrature Capital
United Kingdom
$3.27M 41,753 +41,753 New
UBS Group
15
UBS Group
Switzerland
$3.23M 41,264 +2,763 +7%
Renaissance Technologies
16
Renaissance Technologies
New York
$2.98M 38,100 +19,800 +108%
FTUS
17
Flow Traders U.S.
New York
$2.9M 37,109 +33,899 +1,056%
AAS
18
Avantax Advisory Services
Texas
$2.87M 36,731 -8,566 -19%
NAM
19
NTV Asset Management
West Virginia
$2.77M 35,369 -5,385 -13%
EFI
20
EHP Funds Inc
Canada
$2.72M 34,800 -63,300 -65%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$2.66M 34,030 +6,749 +25%
CIAS
22
Capital Investment Advisory Services
North Carolina
$2.64M 33,778 +2,676 +9%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.57M 32,806 -2,638 -7%
AIC
24
Ayalon Insurance Company
Israel
$2.04M 26,021 – –
Citadel Advisors
25
Citadel Advisors
Florida
$2.02M 25,779 +14,782 +134%
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