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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

141 hedge funds and large institutions have $962M invested in Invesco S&P 500 High Beta ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+9
Holders Change %
+6.82%
% of All Funds
2.18%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
27
Increased
54
Reduced
41
Closed
18
Calls
$916K
Puts
$72.2M
Net Calls
-$71.3M
Net Calls Change
-$17.6M

Top Buyers

1
BBA
1
Braun-Bostich & Associates
Pennsylvania
$28.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$26.4M
3
RIG
3
RiverFront Investment Group
Virginia
$20.3M
4
Wells Fargo
4
Wells Fargo
California
$43.4M
5
FSA
5
Financial Services Advisory
Maryland
$10.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$235M
3
DRS
3
Deane Retirement Strategies
Louisiana
$0
4
DSN
4
D. Scott Neal
Kentucky
$12.9M
5
CPA
5
Clear Perspective Advisors
Illinois
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$5.81M +$687K +8,692 +13%
WCG
27
Weaver Consulting Group
California
$5.49M +$392K +4,960 +8%
SPC
28
Sigma Planning Corp
Michigan
$5.34M -$5.94M -75,113 -53%
UBS Group
29
UBS Group
Switzerland
$5.28M -$811K -10,262 -13%
NA
30
NewEdge Advisors
Louisiana
$4.73M +$2.42M +30,629 +105%
USCWA
31
U.S. Capital Wealth Advisors
Texas
$4.5M +$28.4K +359 +0.6%
PAG
32
Private Advisor Group
New Jersey
$4.34M -$12.5K -158 -0.3%
VAS
33
Vestmark Advisory Solutions
Massachusetts
$4.23M +$1.56M +19,717 +58%
SA
34
Stewardship Advisors
Pennsylvania
$4.22M -$178K -2,256 -4%
SC
35
Scotia Capital
Ontario, Canada
$3.66M +$994K +12,585 +37%
AIC
36
Ayalon Insurance Company
Israel
$3.54M +$2.35M +29,693 +196%
Stifel Financial
37
Stifel Financial
Missouri
$3.44M -$157K -1,992 -4%
CPA
38
Clear Perspective Advisors
Illinois
$3.21M -$7.72M -97,675 -71%
DWA
39
Delos Wealth Advisors
Texas
$3.08M +$65.4K +828 +2%
AI
40
Atria Investments
North Carolina
$3.06M +$3.06M +38,731 New
SIM
41
Seaview Investment Managers
Florida
$3.04M +$3.04M +38,406 New
EGA
42
E&G Advisors
Texas
$2.97M – – –
SWP
43
Stratos Wealth Partners
Ohio
$2.97M +$2.97M +37,541 New
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$2.9M +$2.9M +36,430 New
Truist Financial
45
Truist Financial
North Carolina
$2.89M -$13.9K -176 -0.5%
FEM
46
Fulcrum Equity Management
Texas
$2.83M +$2.83M +35,801 New
GSC
47
G&S Capital
Colorado
$2.64M +$25.5K +323 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
48
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.56M +$2.56M +32,446 New
PWM
49
Pinnacle Wealth Management
California
$2.55M +$2.55M +32,316 New
KAS
50
Kestra Advisory Services
Texas
$2.48M +$132K +1,673 +6%
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