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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

54 hedge funds and large institutions have $141M invested in Invesco S&P 500 High Beta ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-11
Holders Change %
-16.92%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
18
Reduced
18
Closed
18
Calls
$644K
Puts
$213K
Net Calls
+$431K
Net Calls Change
+$294K

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$12.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.3M
3
RIM
3
Rampart Investment Management
Connecticut
$8.75M
4
VF
4
Virtu Financial
New York
$2.17M
5
RJA
5
Raymond James & Associates
Florida
$14.5M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
AG
2
Advisor Group
Arizona
$191K
3
BFG
3
Barber Financial Group
Kansas
$1.21M
4
AI
4
Atria Investments
North Carolina
$1.71M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
26
Advantage Investment Management
Iowa
$568K +$82.6K +1,922 +17%
BCM
27
Breiter Capital Management
Florida
$567K -$90.4K -2,105 -14%
FF
28
Friedenthal Financial
New Jersey
$549K +$549K +12,776 New
OC
29
Oppenheimer & Co
New York
$407K -$49.5K -1,152 -11%
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$338K – – –
GWM
31
Geneos Wealth Management
Colorado
$288K +$288K +6,719 New
Citadel Advisors
32
Citadel Advisors
Florida
$262K +$262K +6,099 New
ACM
33
Advisors Capital Management
New Jersey
$212K +$212K +5,260 New
BFEC
34
Benjamin F. Edwards & Company
Missouri
$194K – – –
AG
35
Advisor Group
Arizona
$191K -$27.3M -633,956 -99%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$182K +$688 +16 +0.4%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$155K -$135K -3,141 -46%
AF
38
Advisornet Financial
Minnesota
$116K -$10.7K -248 -8%
OIA
39
Optimum Investment Advisors
Illinois
$89K +$172 +4 +0.2%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$46K +$38.8K +900 +539%
AWA
41
Acorn Wealth Advisors
Michigan
$41K -$612 -14 -1%
GI
42
Gradient Investments
Minnesota
$25K -$17.5K -409 -41%
TFS
43
TrustCore Financial Services
Tennessee
$24K +$42 +1 +0.2%
ML
44
McAdam LLC
Pennsylvania
$21K +$169 +4 +0.8%
ASN
45
Advisory Services Network
Georgia
$12K -$9.06K -200 -43%
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$10K – – –
GEA
47
Glen Eagle Advisors
New Jersey
$8.59K +$8.59K +200 New
WWM
48
Wagner Wealth Management
South Carolina
$8K – – –
APA
49
American Portfolios Advisors
New York
$6.47K -$1.49M -34,851 -100%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4K +100 New
1
2
3