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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

101 hedge funds and large institutions have $385M invested in Invesco S&P 500 High Beta ETF in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
101
Holders Change
+46
Holders Change %
+83.64%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
54
Increased
27
Reduced
10
Closed
8
Calls
$630K
Puts
–
Net Calls
+$630K
Net Calls Change
-$242K

Top Buyers

1
MCM
1
Mainstay Capital Management
Michigan
$37M
2
Bank of America
2
Bank of America
North Carolina
$47.9M
3
RIG
3
RiverFront Investment Group
Virginia
$24.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$37.4M
5
RJA
5
Raymond James & Associates
Florida
$13.6M

Top Sellers

1
IMC Chicago
1
IMC Chicago
Illinois
$0
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.9M
4
SA
4
Shilanski & Associates
Alaska
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
WESPAC Advisors
California
$2.82M +$2.82M +49,596 New
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$2.42M +$167K +2,944 +7%
FEM
28
Fulcrum Equity Management
Texas
$2.23M +$2.23M +39,281 New
Ameriprise
29
Ameriprise
Minnesota
$2.19M +$1.62M +28,579 +287%
Truist Financial
30
Truist Financial
North Carolina
$2.01M +$2.01M +35,464 New
MA
31
Mutual Advisors
Nebraska
$2.01M +$2.01M +35,440 New
Stifel Financial
32
Stifel Financial
Missouri
$1.78M +$1.78M +31,401 New
VC
33
Vicus Capital
Pennsylvania
$1.78M +$30.7K +541 +2%
CWM
34
Centric Wealth Management
Illinois
$1.55M +$1.55M +27,246 New
CAS
35
Coppell Advisory Solutions
Texas
$1.54M +$1.54M +27,097 New
Osaic Holdings
36
Osaic Holdings
Arizona
$1.53M +$1.21M +21,378 +384%
NA
37
NewEdge Advisors
Louisiana
$1.37M +$1.37M +24,079 New
Renaissance Technologies
38
Renaissance Technologies
New York
$1.26M +$1.26M +22,200 New
OAM
39
Oppenheimer Asset Management
New York
$1.18M -$26.3K -463 -2%
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$1.16M +$431K +7,590 +59%
KAS
41
Kestra Advisory Services
Texas
$1.13M +$1.13M +19,890 New
SFA
42
Source Financial Advisors
New York
$1.02M +$1.02M +18,005 New
GM
43
GeoWealth Management
Illinois
$1.01M +$1.01M +17,851 New
Jane Street
44
Jane Street
New York
$918K -$558K -9,827 -38%
CCM
45
Ciovacco Capital Management
Georgia
$855K +$855K +15,061 New
SC
46
Scotia Capital
Ontario, Canada
$821K +$821K +14,462 New
TF
47
Trek Financial
Arizona
$800K +$800K +14,089 New
EGA
48
E&G Advisors
Texas
$769K +$456K +8,030 +146%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$751K +$103K +1,821 +16%
HF
50
HRT Financial
New York
$692K +$692K +12,192 New
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