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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

62 hedge funds and large institutions have $405M invested in Invesco S&P 500 High Beta ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 11 closing their positions.

Holders
62
Holders Change
+16
Holders Change %
+34.78%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
15
Reduced
12
Closed
11
Calls
$761K
Puts
–
Net Calls
+$761K
Net Calls Change
+$280K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$132M
2
Goldman Sachs
2
Goldman Sachs
New York
$60.3M
3
AG
3
Advisor Group
Arizona
$44M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$37.3M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$34.2M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
NFG
3
Next Financial Group
Texas
$36K
4
AFNAS
4
American Financial Network Advisory Services
California
$219K
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OAM
26
Oppenheimer Asset Management
New York
$821K 19,745 -439 -2%
Ameriprise
27
Ameriprise
Minnesota
$674K 16,220 +2,954 +22%
BCM
28
Breiter Capital Management
Florida
$656K 15,447 +15,447 New
CBFP
29
Cedar Brook Financial Partners
Ohio
$562K 13,511 +13,511 New
CAG
30
Csenge Advisory Group
Florida
$504K 12,127 +12,127 New
PAG
31
Private Advisor Group
New Jersey
$432K 10,388 +10,388 New
CFGS
32
Concourse Financial Group Securities
Alabama
$427K 10,289 +10,289 New
ACM
33
Avalon Capital Management
California
$352K 8,469 +8,469 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$321K 7,728 -8,624 -53%
OC
35
Oppenheimer & Co
New York
$245K 5,893 +5,893 New
FWM
36
Foresight Wealth Management
Utah
$234K 5,629 +4,718 +518%
AFNAS
37
American Financial Network Advisory Services
California
$219K 5,364 -16,344 -75%
VCM
38
Virtue Capital Management
Tennessee
$212K 5,102 +5,102 New
US Bancorp
39
US Bancorp
Minnesota
$197K 4,735 +4,735 New
TRCT
40
Tower Research Capital (TRC)
New York
$173K 4,177 -7,484 -64%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$135K 3,246 +138 +4%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$123K 1,627 +1,627 New
GWM
43
Geneos Wealth Management
Colorado
$87K 2,113 +238 +13%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$85K 2,056 -2,148 -51%
OIA
45
Optimum Investment Advisors
Illinois
$63K 1,519 – –
RIA
46
Realta Investment Advisors
Delaware
$60K 1,451 +1,451 New
WCG
47
Weaver Consulting Group
California
$44K 1,063 +1,063 New
CIAS
48
Capital Investment Advisory Services
North Carolina
$41K 993 – –
NFG
49
Next Financial Group
Texas
$36K 870 -17,868 -95%
NFH
50
NEXT Financial Holdings
Texas
$36K 870 +870 New
1
2
3