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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

113 hedge funds and large institutions have $362M invested in Invesco S&P 500 High Beta ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 49 reducing their positions, and 17 closing their positions.

Holders
113
Holders Change
–
Holders Change %
0%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
29
Reduced
49
Closed
17
Calls
$1.3M
Puts
$12.7M
Net Calls
-$11.4M
Net Calls Change
-$11.5M

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$6.45M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16.6M
3
WA
3
Win Advisors
Florida
$3.29M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.14M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$3.82M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$23.9M
2
LPL Financial
2
LPL Financial
California
$38.8M
3
WWM
3
WJ Wealth Management
Arizona
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$8.38M
5
VAS
5
Vestmark Advisory Solutions
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
51
Orion Portfolio Solutions
Nebraska
$612K +$162K +2,124 +36%
BCI
52
Brinker Capital Investments
Pennsylvania
$612K +$162K +2,124 +36%
SSA
53
Schonfeld Strategic Advisors
New York
$567K +$567K +7,425 New
SFS
54
Security Financial Services
Indiana
$550K -$487K -6,375 -47%
NEPPG
55
New England Professional Planning Group
Rhode Island
$545K +$458 +6 +0.1%
LFS
56
Legacy Financial Strategies
Kansas
$541K – – –
FANJ
57
Financial Architects (New Jersey)
New Jersey
$541K +$51.8K +678 +11%
AAS
58
Avantax Advisory Services
Texas
$500K +$764 +10 +0.2%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$492K -$33.3K -436 -6%
C
60
Certuity
Florida
$480K +$480K +6,289 New
ASN
61
Advisory Services Network
Georgia
$477K -$22K -288 -4%
OC
62
Oppenheimer & Co
New York
$422K -$282K -3,694 -40%
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$418K -$185K -2,423 -31%
PFA
64
Plotkin Financial Advisors
Maryland
$404K -$22.2K -291 -5%
GI
65
Gradient Investments
Minnesota
$387K – – –
SWA
66
Stratos Wealth Advisors
Ohio
$382K +$128K +1,675 +50%
WA
67
WESPAC Advisors
California
$382K – – –
TAM
68
Townsend Asset Management
North Carolina
$308K +$76 +1 +0%
SAM
69
Sequent Asset Management
Texas
$293K -$69.1K -905 -19%
AC
70
Avant Capital
Louisiana
$283K -$382 -5 -0.1%
Betterment LLC
71
Betterment LLC
New York
$281K +$535 +7 +0.2%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$252K -$1.53K -20 -0.6%
SWP
73
Stratos Wealth Partners
Ohio
$237K -$106K -1,382 -31%
XF
74
XML Financial
Maryland
$229K +$9.86K +129 +4%
AWS
75
Atria Wealth Solutions
New York
$219K -$225K -2,946 -51%
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3
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