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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

65 hedge funds and large institutions have $207M invested in Invesco S&P 500 High Beta ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
13
Reduced
30
Closed
9
Calls
$351K
Puts
$214K
Net Calls
+$137K
Net Calls Change
-$1.54M

Top Buyers

1
BFG
1
Barber Financial Group
Kansas
$16.1M
2
AI
2
Atria Investments
North Carolina
$7.99M
3
LPL Financial
3
LPL Financial
California
$3.48M
4
AIA
4
Allegis Investment Advisors
Idaho
$1.72M
5
BCM
5
Barometer Capital Management
Ontario, Canada
$6.52M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.77M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$34.2M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$39.8M
4
AG
4
Advisor Group
Arizona
$27.1M
5
GCA
5
Greenwood Capital Associates
South Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OAM
26
Oppenheimer Asset Management
New York
$989K 23,267 -1,587 -6%
Ameriprise
27
Ameriprise
Minnesota
$872K 20,506 +760 +4%
TRCT
28
Tower Research Capital (TRC)
New York
$851K 20,015 +20,015 New
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$818K 19,258 -8,061 -30%
CAG
30
Csenge Advisory Group
Florida
$779K 18,334 -25,730 -58%
FAT
31
First American Trust
California
$683K 16,091 +8,566 +114%
BCM
32
Breiter Capital Management
Florida
$651K 15,309 -1,918 -11%
VF
33
Virtu Financial
New York
$595K 13,999 +13,999 New
WP
34
WealthSource Partners
California
$542K 12,764 +12,764 New
CWM
35
Cornerstone Wealth Management
Missouri
$521K 12,673 -6 -0%
AIM
36
Advantage Investment Management
Iowa
$480K 11,301 -59 -0.5%
OC
37
Oppenheimer & Co
New York
$451K 10,622 -543 -5%
SC
38
Scotia Capital
Ontario, Canada
$414K 9,750 -791 -8%
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$334K 7,860 – –
NFG
40
Next Financial Group
Texas
$291K 6,840 +326 +5%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$288K 6,759 -26,140 -79%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$206K 4,865 +4,865 New
US Bancorp
43
US Bancorp
Minnesota
$193K 4,545 -3,144 -41%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$191K 4,504 -13,573 -75%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$180K 4,215 +1,152 +38%
AF
46
Advisornet Financial
Minnesota
$125K 2,939 – –
OIA
47
Optimum Investment Advisors
Illinois
$88K 2,061 +2,061 New
GT
48
Glenmede Trust
Pennsylvania
$67K 1,600 – –
GI
49
Gradient Investments
Minnesota
$42K 994 -24 -2%
AWA
50
Acorn Wealth Advisors
Michigan
$40K 952 +118 +14%
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