SPHB icon

Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

51 hedge funds and large institutions have $36.4M invested in Invesco S&P 500 High Beta ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-14
Holders Change %
-21.54%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
9
Reduced
17
Closed
20
Calls
$1K
Puts
$532K
Net Calls
-$531K
Net Calls Change
-$962K

Top Buyers

1
CCP
Cardan Capital Partners
Colorado
+$5.43M
2
Morgan Stanley
Morgan Stanley
New York
+$2.93M
3
Wells Fargo
Wells Fargo
California
+$1.98M
4
Jane Street
Jane Street
New York
+$672K
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$624K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$9.84M
2
RIM
Rampart Investment Management
Connecticut
-$7.63M
3
GCA
Greenwood Capital Associates
South Carolina
-$5.56M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.64M
5
BCM
Barometer Capital Management
Ontario, Canada
-$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$220K -$981K -33,582 -82%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$135K -$69.2K -2,360 -34%
BFEC
28
Benjamin F. Edwards & Company
Missouri
$127K -$5.54K -189 -4%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$123K – – –
TAM
30
Townsend Asset Management
North Carolina
$118K +$29 +1 +0%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$83K -$556 -19 -0.7%
NFG
32
Next Financial Group
Texas
$65K -$2.62K -90 -4%
FA
33
Faithward Advisors
Pennsylvania
$56K – – –
Fidelity Investments
34
Fidelity Investments
Massachusetts
$36K +$5.81K +200 +19%
OIA
35
Optimum Investment Advisors
Illinois
$29K – – –
TRCT
36
Tower Research Capital (TRC)
New York
$22K -$200K -6,971 -90%
AF
37
Advisornet Financial
Minnesota
$21K – – –
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$18K – – –
ASN
39
Advisory Services Network
Georgia
$18K – – –
GI
40
Gradient Investments
Minnesota
$17K – – –
TFS
41
TrustCore Financial Services
Tennessee
$17K +$59 +2 +0.3%
BW
42
Bison Wealth
Georgia
$12K – – –
GWM
43
Geneos Wealth Management
Colorado
$10K – – –
AIC
44
Ayalon Insurance Company
Israel
$8K +$7.77K +272 +3,400%
GRP
45
Global Retirement Partners
California
$6K – – –
GEA
46
Glen Eagle Advisors
New Jersey
$5.84K – – –
CIAS
47
Capital Investment Advisory Services
North Carolina
$3K – – –
DI
48
Disciplined Investments
Oklahoma
$3K – – –
APA
49
American Portfolios Advisors
New York
$2.78K – – –
OPS
50
Orion Portfolio Solutions
Nebraska
$2K -$19.2K -663 -91%
1
2
3