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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

64 hedge funds and large institutions have $391M invested in Invesco S&P 500 High Beta ETF in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
64
Holders Change
+21
Holders Change %
+48.84%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
24
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$80.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.6M
3
Bank of America
3
Bank of America
North Carolina
$26.2M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$63.6M
5
RJA
5
Raymond James & Associates
Florida
$16.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
HCM
2
Hollencrest Capital Management
California
$11.7M
3
LPL Financial
3
LPL Financial
California
$4.51M
4
Jane Street
4
Jane Street
New York
$2.04M
5
SI
5
Sprott Inc
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
26
Ahrens Investment Partners
Louisiana
$1.89M +$1.89M +51,545 New
Creative Planning
27
Creative Planning
Kansas
$1.77M +$1.77M +48,374 New
FAAS
28
First Allied Advisory Services
California
$1.66M +$329K +8,981 +25%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.64M +$1.34M +36,613 +450%
FA
30
FDx Advisors
Illinois
$1.57M +$1.07M +29,321 +215%
CCT
31
Country Club Trust
Missouri
$1.35M -$57.6K -1,575 -4%
SC
32
Scotia Capital
Ontario, Canada
$892K +$335K +9,143 +60%
HCA
33
Heck Capital Advisors
Wisconsin
$812K +$812K +22,200 New
BFEC
34
Benjamin F. Edwards & Company
Missouri
$751K – – –
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$611K +$324K +8,853 +113%
OIA
36
Optimum Investment Advisors
Illinois
$533K +$533K +14,568 New
CWM
37
Cornerstone Wealth Management
Missouri
$523K +$103K +2,765 +24%
AFP
38
Ausdal Financial Partners
Iowa
$436K +$436K +11,908 New
AIM
39
Advantage Investment Management
Iowa
$401K +$13.3K +364 +3%
VKH
40
Virtu KCG Holdings
New York
$400K +$400K +10,945 New
US Bancorp
41
US Bancorp
Minnesota
$319K +$100K +2,736 +46%
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$306K – – –
FAT
43
First American Trust
California
$287K -$7.78K -213 -3%
BW
44
Bison Wealth
Georgia
$279K +$279K +7,628 New
BRWA
45
B. Riley Wealth Advisors
Florida
$276K +$276K +7,527 New
CIAS
46
Capital Investment Advisory Services
North Carolina
$222K +$222K +6,071 New
CAAS
47
Capital Asset Advisory Services
Michigan
$205K +$205K +5,603 New
SG Americas Securities
48
SG Americas Securities
New York
$107K +$107K +2,918 New
SEIA
49
Signature Estate & Investment Advisors
California
$105K +$105K +2,871 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$72K +$72K +1,960 New
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