Invesco S&P 500 High Beta ETF
SPHB
137 hedge funds and large institutions have $384M invested in Invesco S&P 500 High Beta ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 21 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
48% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 21
44% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 32
22% more call options, than puts
Call options by funds: $1.16M | Put options by funds: $951K
4% more funds holding
Funds holding: 132 → 137 (+5)
4% less capital invested
Capital invested by funds: $399M → $384M (-$15.6M)
6% less ownership
Funds ownership: 69.25% → 63.26% (-6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$17.1M |
| 2 |
AFS
Axiom Financial Strategies
New Albany,
Indiana
|
+$9.97M |
| 3 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$8.92M |
| 4 |
JF
Jump Financial
Chicago,
Illinois
|
+$6.46M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$4.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$31.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$18.9M |
| 3 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$10.2M |
| 4 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$10.1M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$6.05M |
SPHB Hedge Fund Activity: Q1 2026 in Review
137 of the 8,184 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Beta ETF (SPHB) for Q1 2026, worth a combined $384M — down 3.9% from $399M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SPHB positions and 21 closed out — a net gain of 10 holders — while 46 added to existing stakes and 32 trimmed.
The largest buyer was NewEdge Advisors, adding an estimated $17.1M. The largest seller was Wells Fargo, cutting an estimated $31.9M.
- 137 institutional investors held Invesco S&P 500 High Beta ETF (SPHB) as of Q1 2026, up from 132 in Q4 2025.
- Funds reported $384M of Invesco S&P 500 High Beta ETF stock for Q1 2026, down 3.9% quarter-over-quarter.
- 31 funds opened new Invesco S&P 500 High Beta ETF positions in Q1 2026 and 21 closed out, a net change of +10 holders.
- The largest Invesco S&P 500 High Beta ETF buyer in Q1 2026 was NewEdge Advisors, an estimated $17.1M added.
- The largest Invesco S&P 500 High Beta ETF seller in Q1 2026 was Wells Fargo, an estimated $31.9M sold.
Based on aggregated 13F filings for Q1 2026.