SPHB icon

Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

51 hedge funds and large institutions have $79.6M invested in Invesco S&P 500 High Beta ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
20
Closed
9
Calls
$595K
Puts
–
Net Calls
+$595K
Net Calls Change
+$164K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$8.99M
2
Bank of America
2
Bank of America
North Carolina
$11.7M
3
BCM
3
Barometer Capital Management
Ontario, Canada
$9.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.71M
5
AFNAS
5
American Financial Network Advisory Services
California
$1.15M

Top Sellers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$468K
2
CWM
2
Cornerstone Wealth Management
Missouri
$0
3
RIM
3
Rampart Investment Management
Connecticut
$0
4
RJA
4
Raymond James & Associates
Florida
$8.41M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$405K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$355K -$1.64M -36,440 -82%
BCM
27
Breiter Capital Management
Florida
$345K -$248K -5,526 -42%
OC
28
Oppenheimer & Co
New York
$341K -$84.9K -1,887 -20%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$253K +$90.6K +2,020 +56%
GWM
30
Geneos Wealth Management
Colorado
$230K -$71.5K -1,593 -24%
ACM
31
Advisors Capital Management
New Jersey
$217K – – –
BFEC
32
Benjamin F. Edwards & Company
Missouri
$202K – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$191K +$360 +8 +0.2%
AG
34
Advisor Group
Arizona
$178K -$22.3K -494 -11%
AF
35
Advisornet Financial
Minnesota
$132K +$11.3K +251 +9%
OIA
36
Optimum Investment Advisors
Illinois
$93K +$45 +1 +0%
NFG
37
Next Financial Group
Texas
$71K +$71K +1,584 New
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$48K – – –
ASN
39
Advisory Services Network
Georgia
$28K +$16.2K +365 +138%
GI
40
Gradient Investments
Minnesota
$26K – – –
TFS
41
TrustCore Financial Services
Tennessee
$26K +$183 +4 +0.7%
ML
42
McAdam LLC
Pennsylvania
$22K – – –
NL
43
NVWM LLC
Pennsylvania
$13K +$13K +300 New
SWM
44
SeaCrest Wealth Management
New York
$12K +$12K +260 New
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$10K – – –
GEA
46
Glen Eagle Advisors
New Jersey
$8.99K – – –
WWM
47
Wagner Wealth Management
South Carolina
$8K – – –
APA
48
American Portfolios Advisors
New York
$6.78K – – –
BBPWM
49
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
CWM
50
Cornerstone Wealth Management
Missouri
– -$12.7M -546,714 Closed
1
2
3