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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

50 hedge funds and large institutions have $67.9M invested in Invesco S&P 500 High Beta ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
11
Reduced
17
Closed
7
Calls
$455K
Puts
$4.52M
Net Calls
-$4.07M
Net Calls Change
-$4.36M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.88M
2
VF
2
Virtu Financial
New York
$5.12M
3
Jane Street
3
Jane Street
New York
$3.68M
4
TC
4
Trilogy Capital
California
$11.3M
5
GCA
5
Greenwood Capital Associates
South Carolina
$5.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.2M
2
RJA
2
Raymond James & Associates
Florida
$2.48M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$736K
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$0
5
UBS Group
5
UBS Group
Switzerland
$2.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
26
Next Financial Group
Texas
$226K -$4.96K -120 -2%
OC
27
Oppenheimer & Co
New York
$210K -$20.7K -500 -9%
AG
28
Advisor Group
Arizona
$138K -$18.5K -449 -12%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$130K +$17.5K +423 +16%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$123K – – –
WCG
31
Weaver Consulting Group
California
$46K – – –
Fidelity Investments
32
Fidelity Investments
Massachusetts
$43K – – –
OIA
33
Optimum Investment Advisors
Illinois
$41K – – –
CIAS
34
Capital Investment Advisory Services
North Carolina
$36K -$5.33K -128 -13%
RIA
35
Realta Investment Advisors
Delaware
$30K -$31.2K -755 -51%
AF
36
Advisornet Financial
Minnesota
$30K – – –
ASN
37
Advisory Services Network
Georgia
$27K – – –
GI
38
Gradient Investments
Minnesota
$24K – – –
TFS
39
TrustCore Financial Services
Tennessee
$24K +$125 +3 +0.5%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$17K – – –
CG
41
Cutler Group
California
$16K +$16K +400 New
GWM
42
Geneos Wealth Management
Colorado
$15K -$60K -1,500 -80%
PCIA
43
Prime Capital Investment Advisors
Kansas
$15K +$15K +362 New
GEA
44
Glen Eagle Advisors
New Jersey
$8.27K – – –
GRP
45
Global Retirement Partners
California
$8K +$8K +202 New
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$5K +$5K +125 New
APA
48
American Portfolios Advisors
New York
$3.93K – – –
SFS
49
Sowell Financial Services
Arkansas
$2K +$2K +45 New
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
– -$625K -14,600 Closed
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