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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

128 hedge funds and large institutions have $1.12B invested in Invesco S&P 500 High Beta ETF in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
128
Holders Change
+27
Holders Change %
+26.73%
% of All Funds
2.25%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.14%
New
38
Increased
58
Reduced
20
Closed
10
Calls
$2.72M
Puts
$3.07M
Net Calls
-$358K
Net Calls Change
-$988K

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$432M
2
Bank of America
2
Bank of America
North Carolina
$105M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$76.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$27.3M
5
LPL Financial
5
LPL Financial
California
$28.8M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$717K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$622K
4
CWG
4
Cornerstone Wealth Group
North Carolina
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
51
Proficio Capital Partners
Massachusetts
$1.6M +$1.6M +23,073 New
IA
52
IFP Advisors
Florida
$1.54M +$963K +13,800 +168%
FANJ
53
Financial Architects (New Jersey)
New Jersey
$1.53M +$1.23M +17,655 +408%
CIBC World Market
54
CIBC World Market
Ontario, Canada
$1.53M +$1.19M +17,083 +350%
Renaissance Technologies
55
Renaissance Technologies
New York
$1.52M -$27.8K -400 -2%
SC
56
Scotia Capital
Ontario, Canada
$1.52M +$510K +7,330 +51%
CCM
57
Ciovacco Capital Management
Georgia
$1.47M +$413K +5,922 +39%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$1.44M +$11.4K +164 +0.8%
PAG
59
Private Advisor Group
New Jersey
$1.38M +$808K +11,627 +142%
SFA
60
Source Financial Advisors
New York
$1.29M +$38K +547 +3%
GM
61
GeoWealth Management
Illinois
$1.29M +$49.4K +711 +4%
CWM
62
Centric Wealth Management
Illinois
$1.28M -$619K -8,897 -33%
Creative Planning
63
Creative Planning
Kansas
$899K +$899K +12,930 New
BCM
64
Brookstone Capital Management
Illinois
$867K +$867K +12,474 New
Belvedere Trading
65
Belvedere Trading
Illinois
$855K +$855K +12,300 New
OPS
66
Orion Portfolio Solutions
Nebraska
$836K +$522K +7,499 +166%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$814K +$346K +4,976 +74%
EH
68
Equitable Holdings
New York
$779K +$526K +7,563 +208%
Citadel Advisors
69
Citadel Advisors
Florida
$717K -$6.31M -90,740 -90%
Deutsche Bank
70
Deutsche Bank
Germany
$711K +$711K +10,232 New
SFG
71
Summit Financial Group
West Virginia
$710K +$285K +4,100 +67%
CAL
72
Capital Advisors Ltd
Ohio
$698K +$13K +187 +2%
AFP
73
Ausdal Financial Partners
Iowa
$695K +$695K +9,989 New
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$673K +$673K +9,682 New
PFA
75
Plotkin Financial Advisors
Maryland
$642K +$642K +9,231 New
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