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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

106 hedge funds and large institutions have $335M invested in Invesco S&P 500 High Beta ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 21 closing their positions.

Holders
106
Holders Change
-7
Holders Change %
-6.19%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
29
Reduced
35
Closed
21
Calls
$974K
Puts
$1.27M
Net Calls
-$296K
Net Calls Change
+$11.1M

Top Buyers

1
HF
1
HRT Financial
New York
$8.97M
2
KWM
2
KFG Wealth Management
Indiana
$7.37M
3
Bank of America
3
Bank of America
North Carolina
$27.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.77M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.11M

Top Sellers

1
WQ
1
Wealth Quarterback
New Jersey
$0
2
IAIM
2
International Assets Investment Management
Florida
$0
3
LPL Financial
3
LPL Financial
California
$31M
4
Wells Fargo
4
Wells Fargo
California
$94.6M
5
WA
5
Win Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$1.85M +$53K +756 +3%
PCP
27
Proficio Capital Partners
Massachusetts
$1.78M -$624K -8,896 -26%
HH
28
Hilltop Holdings
Texas
$1.76M +$1.76M +25,050 New
IWM
29
IHT Wealth Management
Illinois
$1.41M -$73.7K -1,051 -5%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.4M +$260K +3,703 +23%
NA
31
NewEdge Advisors
Louisiana
$1.21M -$92.4K -1,318 -7%
RAM
32
Riggs Asset Management
Pennsylvania
$1.2M +$284K +4,058 +31%
SPIA
33
Steward Partners Investment Advisory
New York
$1.18M +$1.17M +16,621 +6,417%
CIAS
34
Capital Investment Advisory Services
North Carolina
$1.1M +$357K +5,086 +48%
SFG
35
Summit Financial Group
West Virginia
$1.06M -$182K -2,600 -15%
IA
36
IFP Advisors
Florida
$974K +$401K +5,725 +70%
PA
37
PFG Advisors
Arizona
$910K -$54.7K -781 -6%
GS
38
GTS Securities
New York
$895K -$2.29M -32,698 -72%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$870K +$870K +12,404 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$803K -$36.6K -522 -4%
KAS
41
Kestra Advisory Services
Texas
$733K -$117K -1,666 -14%
CAN
42
Cetera Advisor Networks
California
$731K +$49.8K +711 +7%
OAM
43
Oppenheimer Asset Management
New York
$726K -$27.4K -391 -4%
PAG
44
Private Advisor Group
New Jersey
$707K +$19.6K +280 +3%
CAL
45
Capital Advisors Ltd
Ohio
$704K – – –
WA
46
WESPAC Advisors
California
$701K +$351K +5,000 +100%
LFS
47
Legacy Financial Strategies
Kansas
$683K +$203K +3,000 +42%
Comerica Bank
48
Comerica Bank
Texas
$612K +$612K +8,736 New
JWM
49
Jackson Wealth Management
Florida
$544K +$544K +7,761 New
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$541K +$541K +7,717 New
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