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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

47 hedge funds and large institutions have $89.4M invested in Invesco S&P 500 High Beta ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 22 reducing their positions, and 21 closing their positions.

Holders
47
Holders Change
-15
Holders Change %
-24.19%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
22
Closed
21
Calls
$714K
Puts
$425K
Net Calls
+$289K
Net Calls Change
-$472K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$47.9M
2
TC
2
Trilogy Capital
California
$9.94M
3
GCA
3
Greenwood Capital Associates
South Carolina
$3.57M
4
Citadel Advisors
4
Citadel Advisors
Florida
$813K
5
LPL Financial
5
LPL Financial
California
$1.25M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$390K
2
Goldman Sachs
2
Goldman Sachs
New York
$710K
3
AG
3
Advisor Group
Arizona
$162K
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$330K
Name Holding Trade Value Shares
Change 		Shares
Change %
AFNAS
26
American Financial Network Advisory Services
California
$214K -$13.9K -328 -6%
AG
27
Advisor Group
Arizona
$162K -$45M -1,054,809 -100%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$123K – – –
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$116K -$22.5K -528 -16%
GWM
30
Geneos Wealth Management
Colorado
$80K -$10.2K -238 -11%
RIA
31
Realta Investment Advisors
Delaware
$63K +$1.28K +30 +2%
WCG
32
Weaver Consulting Group
California
$45K – – –
Fidelity Investments
33
Fidelity Investments
Massachusetts
$44K +$44K +1,040 New
OIA
34
Optimum Investment Advisors
Illinois
$43K -$22.3K -519 -34%
CIAS
35
Capital Investment Advisory Services
North Carolina
$43K – – –
TRCT
36
Tower Research Capital (TRC)
New York
$42K -$135K -3,185 -76%
AF
37
Advisornet Financial
Minnesota
$31K – – –
DWM
38
Doyle Wealth Management
Florida
$28K +$28K +654 New
ASN
39
Advisory Services Network
Georgia
$27K – – –
TFS
40
TrustCore Financial Services
Tennessee
$25K – – –
GI
41
Gradient Investments
Minnesota
$25K +$25K +585 New
BFEC
42
Benjamin F. Edwards & Company
Missouri
$18K -$70.1K -1,636 -80%
GEA
43
Glen Eagle Advisors
New Jersey
$8.56K – – –
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
APA
45
American Portfolios Advisors
New York
$4.06K -$1.85M -43,327 -100%
CCMG
46
Clark Capital Management Group
Pennsylvania
– -$37.3M -898,250 Closed
RIM
47
Rampart Investment Management
Connecticut
– -$7.65M -184,104 Closed
AIP
48
Almanack Investment Partners
Pennsylvania
– -$6.99M -168,129 Closed
Jane Street
49
Jane Street
New York
– -$3.57M -85,791 Closed
FA
50
FDx Advisors
Illinois
– -$1.51M -36,365 Closed
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