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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

102 hedge funds and large institutions have $246M invested in Invesco S&P 500 High Beta ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
25
Reduced
36
Closed
11
Calls
$4.16M
Puts
$1.63M
Net Calls
+$2.52M
Net Calls Change
+$1.86M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$22.5M
2
AWM
2
Affinity Wealth Management
Delaware
$16.7M
3
QAM
3
Q3 Asset Management
Michigan
$6.18M
4
Goldman Sachs
4
Goldman Sachs
New York
$15.2M
5
HAS
5
HBW Advisory Services
California
$2.86M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$21.1M
2
Bank of America
2
Bank of America
North Carolina
$16.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.5M
4
Jane Street
4
Jane Street
New York
$3.62M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1K
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
51
CPR Investments
Michigan
$554K +$554K +9,648 New
CAN
52
Cetera Advisor Networks
California
$532K -$173K -3,021 -25%
KTC
53
Kistler-Tiffany Companies
Pennsylvania
$504K +$19K +331 +4%
AAS
54
Avantax Advisory Services
Texas
$477K -$37.1K -646 -7%
PA
55
PFG Advisors
Arizona
$447K +$447K +7,796 New
AWM
56
AE Wealth Management
Kansas
$433K +$101K +1,757 +30%
NEPPG
57
New England Professional Planning Group
Rhode Island
$409K +$40.2K +699 +11%
SPC
58
Sigma Planning Corp
Michigan
$390K -$230K -4,009 -37%
PFA
59
Plotkin Financial Advisors
Maryland
$367K – – –
RIG
60
RiverFront Investment Group
Virginia
$365K – – –
GI
61
Gradient Investments
Minnesota
$359K -$448K -7,795 -56%
OLVIG
62
Oliver Lagore Vanvalin Investment Group
Michigan
$351K +$111K +1,929 +46%
OPS
63
Orion Portfolio Solutions
Nebraska
$326K +$326K +5,674 New
WA
64
WESPAC Advisors
California
$287K – – –
AWM
65
Axxcess Wealth Management
California
$281K +$281K +4,897 New
SWA
66
Stratos Wealth Advisors
Ohio
$276K +$42K +730 +18%
TPWA
67
TRUE Private Wealth Advisors
Oregon
$272K -$15.7K -275 -5%
DWA
68
Delos Wealth Advisors
Texas
$256K -$347K -6,048 -58%
TAM
69
Townsend Asset Management
North Carolina
$231K – – –
AC
70
Avant Capital
Louisiana
$231K +$344 +6 +0.1%
SS
71
Simplicity Solutions
Minnesota
$225K +$225K +3,919 New
ASN
72
Advisory Services Network
Georgia
$224K +$57 +1 +0%
FSA
73
Fort Sheridan Advisors
Illinois
$222K – – –
CF
74
Centaurus Financial
California
$206K +$206K +3,597 New
EH
75
Equitable Holdings
New York
$205K -$409K -7,121 -67%
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