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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

146 hedge funds and large institutions have $1.41B invested in Invesco S&P 500 High Beta ETF in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 37 reducing their positions, and 16 closing their positions.

Holders
146
Holders Change
+18
Holders Change %
+14.06%
% of All Funds
2.55%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
35
Increased
59
Reduced
37
Closed
16
Calls
$1.65M
Puts
$8.09M
Net Calls
-$6.44M
Net Calls Change
-$6.09M

Top Buyers

1
AP
1
Advisors Preferred
Maryland
$35.5M
2
Bank of America
2
Bank of America
North Carolina
$149M
3
LPL Financial
3
LPL Financial
California
$58.7M
4
AWM
4
Affinity Wealth Management
Delaware
$27.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$54.9M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.39M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$67M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.8M
5
FS
5
Ferguson Shapiro
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
26
Friedenthal Financial
New Jersey
$6.59M +$6.59M +87,179 New
AIC
27
Ayalon Insurance Company
Israel
$6.56M -$82K -1,074 -1%
SA
28
Stewardship Advisors
Pennsylvania
$6.18M +$3.96M +52,457 +179%
CCP
29
Cardan Capital Partners
Colorado
$6.11M -$94.6K -1,252 -2%
HH
30
Hilltop Holdings
Texas
$5.54M -$2.3M -30,454 -29%
AWM
31
AE Wealth Management
Kansas
$5.39M -$3.1M -41,009 -37%
TFA
32
Teamwork Financial Advisors
Texas
$5.29M -$3.09M -40,952 -37%
GSC
33
G&S Capital
Colorado
$5.15M +$5.15M +68,158 New
FEM
34
Fulcrum Equity Management
Texas
$5.15M +$2.28M +30,120 +79%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$4.87M +$4.87M +64,489 New
PAG
36
Private Advisor Group
New Jersey
$4.6M +$3.1M +41,008 +207%
KAS
37
Kestra Advisory Services
Texas
$4.45M +$216K +2,862 +5%
Goldman Sachs
38
Goldman Sachs
New York
$4.39M -$22.4M -297,017 -84%
Citadel Advisors
39
Citadel Advisors
Florida
$4.09M +$3.31M +43,797 +425%
FTUS
40
Flow Traders U.S.
New York
$4.01M +$4.01M +53,103 New
WCG
41
Weaver Consulting Group
California
$3.93M +$1.03M +13,570 +35%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$3.8M -$15.2M -201,267 -80%
CAN
43
Cetera Advisor Networks
California
$3.38M +$578K +7,648 +21%
Stifel Financial
44
Stifel Financial
Missouri
$3.15M +$31.1K +411 +1%
AWA
45
Arete Wealth Advisors
Illinois
$2.85M +$2.85M +37,654 New
Truist Financial
46
Truist Financial
North Carolina
$2.82M -$12.5K -166 -0.4%
EGA
47
E&G Advisors
Texas
$2.81M -$2.49M -35,872 Closed
OAM
48
Oppenheimer Asset Management
New York
$2.56M -$38.9K -515 -1%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$2.42M +$1.53M +20,313 +173%
SC
50
Scotia Capital
Ontario, Canada
$2.42M +$770K +10,196 +47%
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