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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

65 hedge funds and large institutions have $207M invested in Invesco S&P 500 High Beta ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
13
Reduced
30
Closed
9
Calls
$351K
Puts
$214K
Net Calls
+$137K
Net Calls Change
-$1.54M

Top Buyers

1
BFG
1
Barber Financial Group
Kansas
$16.1M
2
AI
2
Atria Investments
North Carolina
$7.99M
3
LPL Financial
3
LPL Financial
California
$3.48M
4
AIA
4
Allegis Investment Advisors
Idaho
$1.72M
5
BCM
5
Barometer Capital Management
Ontario, Canada
$6.52M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.77M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$34.2M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$39.8M
4
AG
4
Advisor Group
Arizona
$27.1M
5
GCA
5
Greenwood Capital Associates
South Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$32K 762 +762 New
TFS
52
TrustCore Financial Services
Tennessee
$24K 564 +2 +0.4%
ML
53
McAdam LLC
Pennsylvania
$21K 492 +492 New
ASN
54
Advisory Services Network
Georgia
$20K 465 – –
MOS
55
MGO One Seven
Ohio
$19K 440 -180 -29%
SPIA
56
Steward Partners Investment Advisory
New York
$17K 400 +400 New
AAP
57
Arax Advisory Partners
Colorado
$15K 362 -220 -38%
IA
58
IFP Advisors
Florida
$13K 300 – –
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$10K 225 – –
WWM
60
Wagner Wealth Management
South Carolina
$8K 180 – –
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$7K 167 -2,023 -92%
CG
62
Cutler Group
California
$4K 100 -400 -80%
BBPWM
63
Blue Bell Private Wealth Management
Pennsylvania
$1K 33 – –
GCA
64
Greenwood Capital Associates
South Carolina
– – -58,404 Closed
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
– – -47,127 Closed
FSA
66
Financial Services Advisory
Maryland
– – -26,801 Closed
ACM
67
Avalon Capital Management
California
– – -13,950 Closed
AFNAS
68
American Financial Network Advisory Services
California
– – -7,145 Closed
Wolverine Trading
69
Wolverine Trading
Illinois
– – -6,232 Closed
SG Americas Securities
70
SG Americas Securities
New York
– – -3,341 Closed
TCM
71
Tradewinds Capital Management
Washington
– – -30 Closed
KF
72
Krilogy Financial
Missouri
– – -11 Closed
Citigroup
73
Citigroup
New York
$0 3 – –
Parallax Volatility Advisers
74
Parallax Volatility Advisers
California
$0 1 – –
1 2
3