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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

113 hedge funds and large institutions have $402M invested in Invesco S&P 500 High Beta ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 18 closing their positions.

Holders
113
Holders Change
+11
Holders Change %
+10.78%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
31
Increased
31
Reduced
38
Closed
18
Calls
$1.21M
Puts
$1.16M
Net Calls
+$47K
Net Calls Change
-$5.18M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$101M
2
LPL Financial
2
LPL Financial
California
$55.2M
3
Bank of America
3
Bank of America
North Carolina
$72.4M
4
WWM
4
WJ Wealth Management
Arizona
$8.52M
5
Morgan Stanley
5
Morgan Stanley
New York
$19.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$13.5M
2
Ameriprise
2
Ameriprise
Minnesota
$3.04M
3
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$845K
5
PAG
5
Private Advisor Group
New Jersey
$844K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFS
51
Legacy Financial Strategies
Kansas
$496K +$496K +7,085 New
TSS
52
Two Sigma Securities
New York
$482K +$482K +6,893 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$481K -$291K -4,157 -38%
NEPPG
54
New England Professional Planning Group
Rhode Island
$480K +$404 +6 +0.1%
AAS
55
Avantax Advisory Services
Texas
$457K -$125K -1,788 -21%
ASN
56
Advisory Services Network
Georgia
$457K +$184K +2,632 +68%
FANJ
57
Financial Architects (New Jersey)
New Jersey
$448K +$448K +6,402 New
AWM
58
AE Wealth Management
Kansas
$411K +$411K +5,882 New
OPS
59
Orion Portfolio Solutions
Nebraska
$411K +$411K +5,881 New
BCI
60
Brinker Capital Investments
Pennsylvania
$411K +$411K +5,881 New
PCP
61
Proficio Capital Partners
Massachusetts
$408K +$408K +5,835 New
AWS
62
Atria Wealth Solutions
New York
$406K +$406K +5,807 New
PFA
63
Plotkin Financial Advisors
Maryland
$391K -$31.3K -448 -7%
IA
64
IFP Advisors
Florida
$381K +$171K +3,823 +81%
GI
65
Gradient Investments
Minnesota
$355K -$12K -171 -3%
SPC
66
Sigma Planning Corp
Michigan
$350K +$490 +7 +0.1%
WA
67
WESPAC Advisors
California
$350K – – –
SAM
68
Sequent Asset Management
Texas
$331K +$47.3K +677 +17%
SWP
69
Stratos Wealth Partners
Ohio
$314K -$40.9K -585 -12%
OLVIG
70
Oliver Lagore Vanvalin Investment Group
Michigan
$312K +$285K +4,077 +1,059%
USCWA
71
U.S. Capital Wealth Advisors
Texas
$289K +$289K +4,125 New
TAM
72
Townsend Asset Management
North Carolina
$282K – – –
FSA
73
Fort Sheridan Advisors
Illinois
$270K – – –
AC
74
Avant Capital
Louisiana
$260K -$12.5K -179 -5%
Betterment LLC
75
Betterment LLC
New York
$257K +$257K +3,669 New
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