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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

112 hedge funds and large institutions have $635M invested in Invesco S&P 500 High Beta ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 59 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-29
Holders Change %
-20.57%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
15
Increased
21
Reduced
59
Closed
41
Calls
$2.54M
Puts
$31M
Net Calls
-$28.5M
Net Calls Change
+$42.8M

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$30.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$40.1M
3
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$7.22M
4
OLVIG
4
Oliver Lagore Vanvalin Investment Group
Michigan
$2.02M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$177M
2
LPL Financial
2
LPL Financial
California
$36.5M
3
BBA
3
Braun-Bostich & Associates
Pennsylvania
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$26.5M
5
RIG
5
RiverFront Investment Group
Virginia
$489K
Name Holding Trade Value Shares
Change 		Shares
Change %
EGA
26
E&G Advisors
Texas
$2.83M -$22.8K -300 -0.8%
VAS
27
Vestmark Advisory Solutions
Massachusetts
$2.71M -$1.35M -17,786 -33%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$2.57M +$1.14M +14,970 +79%
DWA
29
Delos Wealth Advisors
Texas
$2.31M -$642K -8,453 -22%
AWM
30
AE Wealth Management
Kansas
$2.26M +$793K +10,434 +54%
OAM
31
Oppenheimer Asset Management
New York
$2.25M -$91.4K -1,203 -4%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$2.07M -$3.65M -48,000 -64%
OLVIG
33
Oliver Lagore Vanvalin Investment Group
Michigan
$2.02M +$2.02M +26,355 New
SC
34
Scotia Capital
Ontario, Canada
$1.77M -$1.75M -23,059 -50%
SPC
35
Sigma Planning Corp
Michigan
$1.6M -$3.54M -46,543 -69%
SFG
36
Summit Financial Group
West Virginia
$1.44M +$273K +3,590 +23%
GI
37
Gradient Investments
Minnesota
$1.08M -$279K -3,670 -20%
TWC
38
TD Waterhouse Canada
Ontario, Canada
$1.06M -$286K -3,676 -21%
RAM
39
Riggs Asset Management
Pennsylvania
$1.06M – – –
CAN
40
Cetera Advisor Networks
California
$1.04M +$22.8K +300 +2%
OMC
41
Old Mission Capital
Illinois
$1.03M +$1.03M +13,536 New
VC
42
Vicus Capital
Pennsylvania
$1M – – –
PAG
43
Private Advisor Group
New Jersey
$997K -$3.17M -41,793 -76%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$935K -$1.07M -14,082 -53%
Walleye Trading
45
Walleye Trading
New York
$934K +$934K +12,292 New
FSA
46
Financial Services Advisory
Maryland
$928K -$10.8M -142,822 -92%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$914K -$113K -1,492 -11%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$883K -$4.7M -61,914 -84%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$883K -$34.7K -457 -4%
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
$842K -$532K -7,008 -39%
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