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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

128 hedge funds and large institutions have $1.12B invested in Invesco S&P 500 High Beta ETF in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+27
Holders Change %
+26.73%
% of All Funds
2.25%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.14%
New
38
Increased
58
Reduced
20
Closed
10
Calls
$2.72M
Puts
$3.07M
Net Calls
-$358K
Net Calls Change
-$988K

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$432M
2
Bank of America
2
Bank of America
North Carolina
$105M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$76.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$27.3M
5
LPL Financial
5
LPL Financial
California
$28.8M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$717K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$622K
4
CWG
4
Cornerstone Wealth Group
North Carolina
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$6.01M +$352K +5,064 +6%
CCP
27
Cardan Capital Partners
Colorado
$5.71M -$2.31M -33,165 -29%
SAS
28
SMI Advisory Services
Indiana
$5.68M +$5.68M +81,642 New
SPIA
29
Steward Partners Investment Advisory
New York
$4.89M +$4.89M +70,289 New
UBS Group
30
UBS Group
Switzerland
$4.41M -$683K -9,822 -13%
KAS
31
Kestra Advisory Services
Texas
$3.9M +$2.51M +36,168 +182%
Ameriprise
32
Ameriprise
Minnesota
$3.85M +$1.17M +16,775 +44%
SWA
33
Stratos Wealth Advisors
Ohio
$3.5M +$3.19M +45,872 +1,029%
Canada Pension Plan Investment Board
34
Canada Pension Plan Investment Board
Ontario, Canada
$3.48M +$3.48M +50,000 New
WA
35
WESPAC Advisors
California
$3.42M -$27K -388 -0.8%
AI
36
Atria Investments
North Carolina
$3.05M -$793K -11,409 -21%
SAM
37
Synergy Asset Management
Washington
$3.02M +$3.02M +43,453 New
Stifel Financial
38
Stifel Financial
Missouri
$2.87M +$688K +9,895 +32%
WCG
39
Weaver Consulting Group
California
$2.67M +$1.95M +28,062 +272%
FEM
40
Fulcrum Equity Management
Texas
$2.64M -$91K -1,309 -3%
Truist Financial
41
Truist Financial
North Carolina
$2.61M +$143K +2,059 +6%
CAN
42
Cetera Advisor Networks
California
$2.58M +$2.24M +32,178 +655%
EGA
43
E&G Advisors
Texas
$2.49M +$1.55M +22,327 +165%
OAM
44
Oppenheimer Asset Management
New York
$2.39M +$946K +13,604 +65%
ACP
45
Aviance Capital Partners
Florida
$2.09M +$2.09M +30,000 New
SA
46
Stewardship Advisors
Pennsylvania
$2.04M +$2.04M +29,290 New
Baird Financial Group
47
Baird Financial Group
Wisconsin
$1.94M +$1.56M +22,465 +411%
MA
48
Mutual Advisors
Nebraska
$1.88M -$583K -8,386 -24%
NA
49
NewEdge Advisors
Louisiana
$1.65M -$29.6K -426 -2%
SFP
50
Sandbox Financial Partners
Maryland
$1.61M +$1.29M +18,140 +404%
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