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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

62 hedge funds and large institutions have $265M invested in Invesco S&P 500 High Beta ETF in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
62
Holders Change
+18
Holders Change %
+40.91%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
25
Increased
15
Reduced
11
Closed
7
Calls
$1.68M
Puts
–
Net Calls
+$1.68M
Net Calls Change
+$949K

Top Buyers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$59.4M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$54.7M
3
AG
3
Advisor Group
Arizona
$40.8M
4
CCP
4
Cardan Capital Partners
Colorado
$6.93M
5
RJA
5
Raymond James & Associates
Florida
$12.7M

Top Sellers

1
GI
1
Glovista Investments
New Jersey
$0
2
TSS
2
Two Sigma Securities
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$27M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
ACM
5
Avalon Capital Management
California
$593K
Name Holding Trade Value Shares
Change 		Shares
Change %
FSA
26
Financial Services Advisory
Maryland
$1.14M +$1.14M +26,801 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.1M -$228K -5,359 -17%
OAM
28
Oppenheimer Asset Management
New York
$980K – – –
Ameriprise
29
Ameriprise
Minnesota
$839K -$29.7K -700 -3%
BFEC
30
Benjamin F. Edwards & Company
Missouri
$768K -$12.7K -300 -2%
BCM
31
Breiter Capital Management
Florida
$732K +$732K +17,227 New
ACM
32
Avalon Capital Management
California
$593K -$1M -23,537 -63%
CWM
33
Cornerstone Wealth Management
Missouri
$556K – – –
AIM
34
Advantage Investment Management
Iowa
$483K +$3.78K +89 +0.8%
OC
35
Oppenheimer & Co
New York
$474K +$223K +5,261 +89%
SC
36
Scotia Capital
Ontario, Canada
$448K -$10.7K -252 -2%
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$334K – – –
US Bancorp
38
US Bancorp
Minnesota
$327K +$327K +7,689 New
FAT
39
First American Trust
California
$320K – – –
AFNAS
40
American Financial Network Advisory Services
California
$304K -$57.2K -1,345 -16%
NFG
41
Next Financial Group
Texas
$277K +$15.1K +354 +6%
Wolverine Trading
42
Wolverine Trading
Illinois
$265K +$265K +6,232 New
SG Americas Securities
43
SG Americas Securities
New York
$142K -$96.8K -2,277 -41%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$130K +$16.7K +393 +15%
AF
45
Advisornet Financial
Minnesota
$125K +$125K +2,939 New
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$93K -$140K -3,302 -60%
GT
47
Glenmede Trust
Pennsylvania
$67K +$67K +1,600 New
GI
48
Gradient Investments
Minnesota
$43K +$43K +1,018 New
AWA
49
Acorn Wealth Advisors
Michigan
$36K +$36K +834 New
MOS
50
MGO One Seven
Ohio
$26K +$26K +620 New
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2
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