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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

141 hedge funds and large institutions have $962M invested in Invesco S&P 500 High Beta ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 18 closing their positions.

Holders
141
Holders Change
+9
Holders Change %
+6.82%
% of All Funds
2.18%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
27
Increased
54
Reduced
41
Closed
18
Calls
$916K
Puts
$72.2M
Net Calls
-$71.3M
Net Calls Change
-$17.6M

Top Buyers

1
BBA
1
Braun-Bostich & Associates
Pennsylvania
$28.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$26.4M
3
RIG
3
RiverFront Investment Group
Virginia
$20.3M
4
Wells Fargo
4
Wells Fargo
California
$43.4M
5
FSA
5
Financial Services Advisory
Maryland
$10.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$235M
3
DRS
3
Deane Retirement Strategies
Louisiana
$0
4
DSN
4
D. Scott Neal
Kentucky
$12.9M
5
CPA
5
Clear Perspective Advisors
Illinois
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
51
Oppenheimer Asset Management
New York
$2.44M -$87.8K -1,111 -3%
TA
52
TKG Advisors
Indiana
$2.25M +$2.25M +28,417 New
TI
53
Trexquant Investment
Connecticut
$2.13M +$2.13M +26,976 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$2.09M +$563K +7,123 +37%
IA
55
IFP Advisors
Florida
$1.86M +$380K +4,799 +26%
Citadel Advisors
56
Citadel Advisors
Florida
$1.59M +$35.7K +452 +2%
CWM
57
Centric Wealth Management
Illinois
$1.56M +$174K +2,198 +13%
AWM
58
AE Wealth Management
Kansas
$1.53M -$664K -8,403 -30%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$1.49M -$290K -3,663 -16%
Jane Street
60
Jane Street
New York
$1.47M -$937K -11,855 -39%
TWC
61
TD Waterhouse Canada
Ontario, Canada
$1.43M +$1.43M +17,343 New
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$1.43M -$225K -2,848 -14%
GI
63
Gradient Investments
Minnesota
$1.42M -$230K -2,914 -14%
TFA
64
Teamwork Financial Advisors
Texas
$1.42M -$670K -8,475 -32%
GM
65
GeoWealth Management
Illinois
$1.41M -$1.73M -21,875 -55%
SFA
66
Source Financial Advisors
New York
$1.41M -$32.6K -412 -2%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$1.35M +$44.4K +562 +3%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$1.26M +$203K +2,568 +19%
SFG
69
Summit Financial Group
West Virginia
$1.22M +$45.4K +575 +4%
ACP
70
Aviance Capital Partners
Florida
$1.19M -$1.19M -15,000 -50%
EH
71
Equitable Holdings
New York
$1.14M +$59K +746 +5%
RAM
72
Riggs Asset Management
Pennsylvania
$1.1M +$1.1M +13,940 New
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$1.07M +$258K +3,269 +32%
KOC
74
Koss-Olinger Consulting
Florida
$1.06M -$248K -3,143 -19%
CAN
75
Cetera Advisor Networks
California
$1.06M +$127K +1,607 +14%
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