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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

146 hedge funds and large institutions have $1.41B invested in Invesco S&P 500 High Beta ETF in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 37 reducing their positions, and 16 closing their positions.

Holders
146
Holders Change
+18
Holders Change %
+14.06%
% of All Funds
2.55%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
35
Increased
59
Reduced
37
Closed
16
Calls
$1.65M
Puts
$8.09M
Net Calls
-$6.44M
Net Calls Change
-$6.09M

Top Buyers

1
AP
1
Advisors Preferred
Maryland
$35.5M
2
Bank of America
2
Bank of America
North Carolina
$149M
3
LPL Financial
3
LPL Financial
California
$58.7M
4
AWM
4
Affinity Wealth Management
Delaware
$27.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$54.9M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.39M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$67M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.8M
5
FS
5
Ferguson Shapiro
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
51
Atria Investments
North Carolina
$2.4M -$914K -12,098 -28%
DWA
52
Delos Wealth Advisors
Texas
$2.33M +$2.33M +30,865 New
ACP
53
Aviance Capital Partners
Florida
$2.27M – – –
VAS
54
Vestmark Advisory Solutions
Massachusetts
$2.26M +$1.83M +24,650 +424%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$2.21M +$100K +1,323 +5%
FSA
56
Financial Services Advisory
Maryland
$2.12M +$2.12M +28,085 New
MA
57
Mutual Advisors
Nebraska
$2.04M -$2.12K -28 -0.1%
SFP
58
Sandbox Financial Partners
Maryland
$1.74M +$33.5K +443 +2%
FANJ
59
Financial Architects (New Jersey)
New Jersey
$1.69M +$26.8K +355 +2%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$1.54M +$812K +10,750 +111%
WA
61
WESPAC Advisors
California
$1.41M -$2.31M -30,499 -62%
GM
62
GeoWealth Management
Illinois
$1.41M +$10.7K +142 +0.8%
SFA
63
Source Financial Advisors
New York
$1.41M +$11.5K +152 +0.8%
IMC Chicago
64
IMC Chicago
Illinois
$1.4M +$1.4M +18,489 New
CWM
65
Centric Wealth Management
Illinois
$1.39M -$1.28K -17 -0.1%
Belvedere Trading
66
Belvedere Trading
Illinois
$1.34M +$476K +6,758 +55%
IA
67
IFP Advisors
Florida
$1.33M -$342K -4,507 -20%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$1.32M +$644K +8,521 +95%
NA
69
NewEdge Advisors
Louisiana
$1.32M -$472K -6,242 -26%
KOC
70
Koss-Olinger Consulting
Florida
$1.23M +$809K +10,715 +193%
TRCT
71
Tower Research Capital (TRC)
New York
$1.22M +$1.21M +15,959 +10,711%
BCM
72
Brookstone Capital Management
Illinois
$1.2M +$278K +3,761 +30%
SPIA
73
Steward Partners Investment Advisory
New York
$1.13M -$4.18M -55,364 -79%
SFG
74
Summit Financial Group
West Virginia
$1.11M +$342K +4,525 +44%
CIBC World Market
75
CIBC World Market
Ontario, Canada
$1.1M -$564K -7,457 -34%
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