Invesco S&P 500 High Beta ETF
SPHB
102 hedge funds and large institutions have $254M invested in Invesco S&P 500 High Beta ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 40 reducing their positions, and 17 closing their positions.
484% more call options, than puts
Call options by funds: $6.31M | Put options by funds: $1.08M
3% more capital invested
Capital invested by funds: $246M → $254M (+$8.09M)
0.82% more ownership
Funds ownership: 57.49% → 58.31% (+0.82%)
0% more funds holding
Funds holding: 102 → 102 (0)
0% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 17
28% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 40
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$34.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$13.7M |
| 3 |
WQ
Wealth Quarterback
Toms River,
New Jersey
|
+$4.74M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.38M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
-$16.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$16M |
| 3 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$6.17M |
| 4 |
LFA
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
-$5.82M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5M |
SPHB Hedge Fund Activity: Q4 2022 in Review
102 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Beta ETF (SPHB) for Q4 2022, worth a combined $254M — up 3.3% from $246M a quarter earlier.
Fund positioning in SPHB was balanced in Q4 2022: 17 funds opened new positions, 17 closed out, 29 added to existing stakes and 40 trimmed.
The largest buyer was Bank of America, adding an estimated $34.1M. The largest seller was Affinity Wealth Management, exiting entirely with an estimated $16.7M sold.
- 102 institutional investors held Invesco S&P 500 High Beta ETF (SPHB) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $254M of Invesco S&P 500 High Beta ETF stock for Q4 2022, up 3.3% quarter-over-quarter.
- 17 funds opened new Invesco S&P 500 High Beta ETF positions in Q4 2022 and 17 closed out, a net change of 0 holders.
- The largest Invesco S&P 500 High Beta ETF buyer in Q4 2022 was Bank of America, an estimated $34.1M added.
- The largest Invesco S&P 500 High Beta ETF seller in Q4 2022 was Affinity Wealth Management, an estimated $16.7M sold.
Based on aggregated 13F filings for Q4 2022.