SPHB icon

Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

102 hedge funds and large institutions have $246M invested in Invesco S&P 500 High Beta ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
25
Reduced
36
Closed
11
Calls
$4.16M
Puts
$1.63M
Net Calls
+$2.52M
Net Calls Change
+$1.86M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$22.5M
2
AWM
2
Affinity Wealth Management
Delaware
$16.7M
3
QAM
3
Q3 Asset Management
Michigan
$6.18M
4
Goldman Sachs
4
Goldman Sachs
New York
$15.2M
5
HAS
5
HBW Advisory Services
California
$2.86M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$21.1M
2
Bank of America
2
Bank of America
North Carolina
$16.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.5M
4
Jane Street
4
Jane Street
New York
$3.62M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$1.81M +$1.02M +17,694 +127%
OAM
27
Oppenheimer Asset Management
New York
$1.59M -$69.6K -1,213 -4%
DADC
28
D.A. Davidson & Co
Montana
$1.27M +$551K +9,608 +76%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.25M -$49.1K -856 -4%
AIC
30
Ayalon Insurance Company
Israel
$1.15M +$309K +5,387 +37%
SFG
31
Summit Financial Group
West Virginia
$1.09M – – –
AI
32
Atria Investments
North Carolina
$1.07M +$1.07M +18,721 New
WCG
33
Weaver Consulting Group
California
$1.06M -$148K -2,579 -12%
IWM
34
IHT Wealth Management
Illinois
$1.02M +$1.02M +17,799 New
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.01M +$420K +7,325 +72%
SWP
36
Stratos Wealth Partners
Ohio
$921K -$122K -2,128 -12%
HF
37
HRT Financial
New York
$861K +$253K +4,402 +42%
Millennium Management
38
Millennium Management
New York
$854K +$854K +14,875 New
RAM
39
Riggs Asset Management
Pennsylvania
$805K +$484K +8,432 +151%
KAS
40
Kestra Advisory Services
Texas
$796K -$18.6K -324 -2%
OC
41
Oppenheimer & Co
New York
$773K -$197K -3,434 -20%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$711K +$36.7K +640 +5%
Renaissance Technologies
43
Renaissance Technologies
New York
$700K +$700K +12,200 New
IMC Chicago
44
IMC Chicago
Illinois
$690K -$140K -2,436 -17%
IA
45
IFP Advisors
Florida
$662K -$97.8K -2,052 -13%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$650K +$3.21K +56 +0.5%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$628K -$43.2K -752 -6%
CAL
48
Capital Advisors Ltd
Ohio
$621K – – –
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$617K – – –
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$589K +$575K +10,032 +4,215%
1
2
3 4 5