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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

101 hedge funds and large institutions have $385M invested in Invesco S&P 500 High Beta ETF in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
101
Holders Change
+46
Holders Change %
+83.64%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
54
Increased
27
Reduced
10
Closed
8
Calls
$630K
Puts
–
Net Calls
+$630K
Net Calls Change
-$242K

Top Buyers

1
MCM
1
Mainstay Capital Management
Michigan
$37M
2
Bank of America
2
Bank of America
North Carolina
$47.9M
3
RIG
3
RiverFront Investment Group
Virginia
$24.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$37.4M
5
RJA
5
Raymond James & Associates
Florida
$13.6M

Top Sellers

1
IMC Chicago
1
IMC Chicago
Illinois
$0
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.9M
4
SA
4
Shilanski & Associates
Alaska
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCG
51
Weaver Consulting Group
California
$585K +$585K +10,301 New
CAL
52
Capital Advisors Ltd
Ohio
$560K – – –
OC
53
Oppenheimer & Co
New York
$553K +$243K +4,281 +78%
IA
54
IFP Advisors
Florida
$466K +$466K +8,216 New
PAG
55
Private Advisor Group
New Jersey
$465K +$24.4K +430 +6%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$382K +$382K +6,742 New
Millennium Management
57
Millennium Management
New York
$351K +$351K +6,187 New
SFG
58
Summit Financial Group
West Virginia
$347K +$347K +6,110 New
VAS
59
Vestmark Advisory Solutions
Massachusetts
$323K +$323K +5,698 New
Baird Financial Group
60
Baird Financial Group
Wisconsin
$310K +$4.82K +85 +2%
KA
61
Kovack Advisors
Florida
$282K +$170 +3 +0.1%
CAN
62
Cetera Advisor Networks
California
$279K +$279K +4,910 New
CIBC World Market
63
CIBC World Market
Ontario, Canada
$277K +$277K +4,886 New
DI
64
DFPG Investments
Utah
$276K +$276K +4,585 New
OPS
65
Orion Portfolio Solutions
Nebraska
$257K +$257K +4,519 New
SFP
66
Sandbox Financial Partners
Maryland
$255K +$255K +4,495 New
SWA
67
Stratos Wealth Advisors
Ohio
$253K +$253K +4,458 New
TC
68
TownSquare Capital
Utah
$247K +$247K +4,359 New
FANJ
69
Financial Architects (New Jersey)
New Jersey
$246K +$246K +4,330 New
TAM
70
Townsend Asset Management
North Carolina
$228K +$57 +1 +0%
CIAS
71
Capital Investment Advisory Services
North Carolina
$208K +$149K +2,632 +254%
EH
72
Equitable Holdings
New York
$206K +$206K +3,636 New
SFS
73
Sowell Financial Services
Arkansas
$153K +$153K +2,698 New
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$128K -$436K -7,697 -77%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$123K – – –
1 2
3
4 5