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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

132 hedge funds and large institutions have $827M invested in Invesco S&P 500 High Beta ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 48 reducing their positions, and 29 closing their positions.

Holders
132
Holders Change
-14
Holders Change %
-9.59%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.11%
New
17
Increased
50
Reduced
48
Closed
29
Calls
$903K
Puts
$54.6M
Net Calls
-$53.7M
Net Calls Change
-$47.2M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$231M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$20.5M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$7.19M
4
BFIC
4
Bedell Frazier Investment Counselling
California
$6.29M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$19.2M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$1.53M
2
AP
2
Advisors Preferred
Maryland
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$29.7M
4
RIG
4
RiverFront Investment Group
Virginia
$6.25M
5
Morgan Stanley
5
Morgan Stanley
New York
$45M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$1.53M +$475K +6,492 +45%
GI
52
Gradient Investments
Minnesota
$1.53M -$472M -6,459,957 -100%
Citadel Advisors
53
Citadel Advisors
Florida
$1.44M -$2.52M -34,418 -64%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$1.41M -$2.27M -31,073 -62%
IA
55
IFP Advisors
Florida
$1.36M +$82.5K +1,130 +6%
SFA
56
Source Financial Advisors
New York
$1.33M -$33.2K -454 -2%
CWM
57
Centric Wealth Management
Illinois
$1.29M -$55.3K -756 -4%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$1.21M +$446K +6,108 +59%
KOC
59
Koss-Olinger Consulting
Florida
$1.21M +$17.2K +236 +1%
AIC
60
Ayalon Insurance Company
Israel
$1.13M -$5.29M -70,766 -82%
Belvedere Trading
61
Belvedere Trading
Illinois
$1.09M -$378K -4,900 -26%
SFG
62
Summit Financial Group
West Virginia
$1.08M +$6.58K +90 +0.6%
EH
63
Equitable Holdings
New York
$999K +$80K +1,094 +9%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$973K -$520K -7,113 -35%
VC
65
Vicus Capital
Pennsylvania
$965K +$965K +13,200 New
Renaissance Technologies
66
Renaissance Technologies
New York
$899K +$899K +12,300 New
CAN
67
Cetera Advisor Networks
California
$858K -$2.41M -32,997 -74%
CAL
68
Capital Advisors Ltd
Ohio
$791K – – –
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$750K -$1.59M -21,768 -68%
WA
70
WESPAC Advisors
California
$731K -$637K -8,709 -47%
AAS
71
Avantax Advisory Services
Texas
$705K +$7.91K +108 +1%
TRCT
72
Tower Research Capital (TRC)
New York
$688K -$489K -6,690 -42%
SPIA
73
Steward Partners Investment Advisory
New York
$663K -$428K -5,858 -39%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$656K -$1.48M -20,278 -69%
PFA
75
Plotkin Financial Advisors
Maryland
$637K -$10.5K -144 -2%
1 2
3
4 5