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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

102 hedge funds and large institutions have $254M invested in Invesco S&P 500 High Beta ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
102
Holders Change
–
Holders Change %
0%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
29
Reduced
40
Closed
17
Calls
$6.31M
Puts
$1.08M
Net Calls
+$5.23M
Net Calls Change
+$2.7M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$51.8M
2
LPL Financial
2
LPL Financial
California
$24.2M
3
WQ
3
Wealth Quarterback
New Jersey
$4.69M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.32M
5
Goldman Sachs
5
Goldman Sachs
New York
$18.5M

Top Sellers

1
AWM
1
Affinity Wealth Management
Delaware
$0
2
Ameriprise
2
Ameriprise
Minnesota
$8.54M
3
QAM
3
Q3 Asset Management
Michigan
$0
4
LFA
4
Legend Financial Advisors
Pennsylvania
$124K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPPG
51
New England Professional Planning Group
Rhode Island
$444K +$436 +7 +0.1%
SAG
52
SageView Advisory Group
California
$393K +$393K +6,307 New
PFA
53
Plotkin Financial Advisors
Maryland
$376K -$23.1K -370 -6%
SC
54
Scotia Capital
Ontario, Canada
$364K +$364K +5,844 New
GI
55
Gradient Investments
Minnesota
$327K -$62.8K -1,007 -16%
SWP
56
Stratos Wealth Partners
Ohio
$316K -$684K -10,968 -68%
SPC
57
Sigma Planning Corp
Michigan
$312K -$112K -1,797 -26%
WA
58
WESPAC Advisors
California
$312K – – –
SWA
59
Stratos Wealth Advisors
Ohio
$265K -$34.2K -549 -11%
SAM
60
Sequent Asset Management
Texas
$253K +$253K +4,063 New
TAM
61
Townsend Asset Management
North Carolina
$251K +$62 +1 +0%
IA
62
IFP Advisors
Florida
$244K -$477K -9,195 -66%
ASN
63
Advisory Services Network
Georgia
$243K +$62 +1 +0%
AC
64
Avant Capital
Louisiana
$242K -$8.91K -143 -4%
DWA
65
Delos Wealth Advisors
Texas
$241K -$37.1K -596 -13%
FSA
66
Fort Sheridan Advisors
Illinois
$241K – – –
TPWA
67
TRUE Private Wealth Advisors
Oregon
$223K -$73.4K -1,177 -25%
TI
68
Trexquant Investment
Connecticut
$203K +$203K +3,261 New
TWC
69
TD Waterhouse Canada
Ontario, Canada
$184K -$6.97K -82 -4%
LFA
70
Legend Financial Advisors
Pennsylvania
$124K -$5.76M -92,456 -98%
CS
71
Credit Suisse
Switzerland
$105K -$48.2K -774 -32%
Simplex Trading
72
Simplex Trading
Illinois
$87K +$87K +1,397 New
MCC
73
Money Concepts Capital
Florida
$81K – – –
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$60K +$31.2K +501 +108%
GRP
75
Global Retirement Partners
California
$51.8K +$62 +1 +0.1%
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