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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

113 hedge funds and large institutions have $362M invested in Invesco S&P 500 High Beta ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 49 reducing their positions, and 17 closing their positions.

Holders
113
Holders Change
–
Holders Change %
0%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
29
Reduced
49
Closed
17
Calls
$1.3M
Puts
$12.7M
Net Calls
-$11.4M
Net Calls Change
-$11.5M

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$6.45M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16.6M
3
WA
3
Win Advisors
Florida
$3.29M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.14M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$3.82M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$23.9M
2
LPL Financial
2
LPL Financial
California
$38.8M
3
WWM
3
WJ Wealth Management
Arizona
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$8.38M
5
VAS
5
Vestmark Advisory Solutions
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
26
IHT Wealth Management
Illinois
$1.62M -$78K -1,021 -5%
SC
27
Sykon Capital
New York
$1.6M +$1.6M +20,923 New
GC
28
Gillson Capital
Illinois
$1.47M +$1.47M +19,299 New
NA
29
NewEdge Advisors
Louisiana
$1.41M -$460K -6,016 -25%
KTC
30
Kistler-Tiffany Companies
Pennsylvania
$1.39M +$11.5K +150 +0.8%
SFG
31
Summit Financial Group
West Virginia
$1.36M -$44.7K -585 -3%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.25M +$678K +8,881 +119%
FGA
33
Fortis Group Advisors
New Jersey
$1.06M +$1.06M +13,851 New
PA
34
PFG Advisors
Arizona
$1.05M -$124K -1,628 -11%
RAM
35
Riggs Asset Management
Pennsylvania
$1M -$58.6K -767 -6%
KAS
36
Kestra Advisory Services
Texas
$926K -$20K -262 -2%
Creative Planning
37
Creative Planning
Kansas
$921K +$157K +2,060 +21%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$915K -$312K -4,092 -25%
AWM
39
AE Wealth Management
Kansas
$895K +$446K +5,834 +99%
Jane Street
40
Jane Street
New York
$895K +$895K +11,711 New
OAM
41
Oppenheimer Asset Management
New York
$821K -$5.5K -72 -0.7%
CIAS
42
Capital Investment Advisory Services
North Carolina
$813K +$805K +10,544 +10,237%
CA
43
Cetera Advisors
Colorado
$801K -$181K -2,366 -18%
CAL
44
Capital Advisors Ltd
Ohio
$767K – – –
OLVIG
45
Oliver Lagore Vanvalin Investment Group
Michigan
$753K +$412K +5,394 +121%
PAG
46
Private Advisor Group
New Jersey
$749K -$172K -2,250 -19%
CAN
47
Cetera Advisor Networks
California
$743K -$29.1K -381 -4%
BCM
48
Barometer Capital Management
Ontario, Canada
$672K +$672K +8,800 New
WCG
49
Weaver Consulting Group
California
$640K -$37.1K -486 -5%
IA
50
IFP Advisors
Florida
$624K -$27.2K -356 -4%
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