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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

115 hedge funds and large institutions have $691M invested in Invesco S&P 500 High Beta ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
21
Increased
29
Reduced
36
Closed
8
Calls
$949K
Puts
$1.23M
Net Calls
-$283K
Net Calls Change
-$3.13M

Top Buyers

1
QAM
1
Q3 Asset Management
Michigan
$11.2M
2
EFI
2
EHP Funds Inc
Canada
$8.7M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$12.7M
4
HH
4
Hilltop Holdings
Texas
$5.02M
5
AAS
5
Avantax Advisory Services
Texas
$4.02M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$10.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$10.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$24.8M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$1.36M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
26
Abound Financial
California
$1.76M +$1.76M +19,851 New
Renaissance Technologies
27
Renaissance Technologies
New York
$1.62M +$1.62M +18,300 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.47M -$190K -2,140 -11%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$1.36M -$1.84M -20,774 -57%
CWM
30
Chicago Wealth Management
Illinois
$1.28M +$502K +5,665 +64%
DADC
31
D.A. Davidson & Co
Montana
$1.28M -$70.7K -798 -5%
KAS
32
Kestra Advisory Services
Texas
$1.08M +$198K +2,235 +22%
BHBT
33
Burke & Herbert Bank & Trust
Virginia
$981K – – –
Citadel Advisors
34
Citadel Advisors
Florida
$975K -$95.9K -1,082 -9%
PA
35
PFG Advisors
Arizona
$972K -$50.9K -574 -5%
SF
36
Seros Financial
Arizona
$870K +$870K +10,297 New
NA
37
NewEdge Advisors
Louisiana
$817K -$108K -1,215 -12%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$781K -$2.13K -24 -0.3%
Osaic Holdings
39
Osaic Holdings
Arizona
$778K -$859K -9,685 -52%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$761K -$19.9K -224 -3%
LFS
41
Legacy Financial Strategies
Kansas
$753K – – –
Comerica Bank
42
Comerica Bank
Texas
$623K – – –
WCG
43
Weaver Consulting Group
California
$553K – – –
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$519K +$1.51K +17 +0.3%
SWA
45
Stratos Wealth Advisors
Ohio
$518K +$21K +237 +4%
NEPPG
46
New England Professional Planning Group
Rhode Island
$517K +$443 +5 +0.1%
SAM
47
Secure Asset Management
Michigan
$513K +$259K +2,921 +102%
OAM
48
Oppenheimer Asset Management
New York
$500K -$67.9K -766 -12%
QWM
49
Quadcap Wealth Management
Texas
$497K -$8.42K -95 -2%
PAG
50
Private Advisor Group
New Jersey
$478K -$72.6K -819 -13%
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