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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

128 hedge funds and large institutions have $401M invested in Invesco S&P 500 High Beta ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 24 closing their positions.

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
28
Increased
35
Reduced
44
Closed
24
Calls
$4.51M
Puts
$5.34M
Net Calls
-$833K
Net Calls Change
+$96K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$98.9M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$19.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$11.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$10.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.28M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$18.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.4M
3
LPL Financial
3
LPL Financial
California
$16.3M
4
FIS
4
Fischer Investment Strategies
California
$0
5
SC
5
Sykon Capital
New York
$2.86M
Name Market Value Shares Shares
Change 		Shares
Change %
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$3.07M 34,939 +30,039 +613%
UBS Group
27
UBS Group
Switzerland
$2.89M 32,961 -783 -2%
SC
28
Sykon Capital
New York
$2.86M 32,553 -98,385 -75%
EGA
29
E&G Advisors
Texas
$2.48M 28,311 -180 -0.6%
DSN
30
D. Scott Neal
Kentucky
$2.38M 27,072 – –
AIC
31
Ayalon Insurance Company
Israel
$2.28M 26,021 – –
DADC
32
D.A. Davidson & Co
Montana
$2.24M 25,490 -1,717 -6%
Creative Planning
33
Creative Planning
Kansas
$2M 22,809 -19,730 -46%
CAG
34
Csenge Advisory Group
Florida
$1.83M 20,860 +20,860 New
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1.79M 20,373 +935 +5%
AAS
36
Avantax Advisory Services
Texas
$1.72M 19,597 +13,753 +235%
CIAS
37
Capital Investment Advisory Services
North Carolina
$1.68M 19,164 +2,356 +14%
KAS
38
Kestra Advisory Services
Texas
$1.43M 16,285 +5,552 +52%
AG
39
Ascent Group
Virginia
$1.35M 15,346 +15,346 New
SFG
40
Summit Financial Group
West Virginia
$1.16M 13,225 -485 -4%
PAG
41
Private Advisor Group
New Jersey
$1.09M 12,419 +2,295 +23%
CP
42
Cumberland Partners
Ontario, Canada
$1.08M 12,305 -39,500 -76%
LMKC
43
L.M. Kohn & Company
Ohio
$1.06M 12,025 +12,025 New
PA
44
PFG Advisors
Arizona
$1.05M 11,931 -59 -0.5%
PCP
45
Proficio Capital Partners
Massachusetts
$1.05M 11,930 -327 -3%
BCM
46
Beaumont Capital Management
Massachusetts
$1M 11,423 +11,423 New
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$979K 11,156 +11,156 New
LFS
48
Legacy Financial Strategies
Kansas
$922K 10,505 – –
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$896K 10,209 -480 -4%
CAL
50
Capital Advisors Ltd
Ohio
$881K 10,045 – –
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