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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

46 hedge funds and large institutions have $53.4M invested in Invesco S&P 500 High Beta ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-5
Holders Change %
-9.8%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
19
Closed
10
Calls
$483K
Puts
$2K
Net Calls
+$481K
Net Calls Change
-$114K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$15M
2
Goldman Sachs
2
Goldman Sachs
New York
$12.4M
3
VF
3
Virtu Financial
New York
$3.26M
4
Jane Street
4
Jane Street
New York
$1.39M
5
UBS Group
5
UBS Group
Switzerland
$2.77M

Top Sellers

1
BCM
1
Barometer Capital Management
Ontario, Canada
$0
2
Bank of America
2
Bank of America
North Carolina
$1.69M
3
CCP
3
Cardan Capital Partners
Colorado
$219K
4
RJA
4
Raymond James & Associates
Florida
$4.47M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
26
Benjamin F. Edwards & Company
Missouri
$148K -$10.6K -300 -7%
AG
27
Advisor Group
Arizona
$131K -$7.18K -205 -5%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$110K -$40K -1,131 -27%
GWM
29
Geneos Wealth Management
Colorado
$65K -$113K -3,251 -63%
OIA
30
Optimum Investment Advisors
Illinois
$54K -$19.4K -547 -26%
MOS
31
MGO One Seven
Ohio
$40K +$40K +1,151 New
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$39K +$858 +24 +2%
CIAS
33
Capital Investment Advisory Services
North Carolina
$35K +$35K +993 New
FWM
34
Foresight Wealth Management
Utah
$32K +$32K +911 New
AF
35
Advisornet Financial
Minnesota
$27K -$78.4K -2,188 -74%
DWM
36
Doyle Wealth Management
Florida
$23K +$23K +654 New
ASN
37
Advisory Services Network
Georgia
$22K – – –
GI
38
Gradient Investments
Minnesota
$21K – – –
TFS
39
TrustCore Financial Services
Tennessee
$20K +$70 +2 +0.4%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$8K – – –
GEA
41
Glen Eagle Advisors
New Jersey
$7.06K – – –
NL
42
NVWM LLC
Pennsylvania
$5K -$5K -150 -50%
APA
43
American Portfolios Advisors
New York
$3.35K -$1.98K -56 -37%
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
BCM
45
Barometer Capital Management
Ontario, Canada
– -$9.1M -202,400 Closed
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
– -$1.69M -37,619 Closed
SC
47
Scotia Capital
Ontario, Canada
– -$445K -9,902 Closed
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
– -$405K -9,010 Closed
SG Americas Securities
49
SG Americas Securities
New York
– -$373K -8,296 Closed
BCM
50
Breiter Capital Management
Florida
– -$345K -7,678 Closed
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