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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

128 hedge funds and large institutions have $401M invested in Invesco S&P 500 High Beta ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
28
Increased
35
Reduced
44
Closed
24
Calls
$4.51M
Puts
$5.34M
Net Calls
-$833K
Net Calls Change
+$96K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$98.9M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$19.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$11.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$10.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.28M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$18.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.4M
3
LPL Financial
3
LPL Financial
California
$16.3M
4
FIS
4
Fischer Investment Strategies
California
$0
5
SC
5
Sykon Capital
New York
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$874K -$1.6M -18,239 -65%
CAN
52
Cetera Advisor Networks
California
$833K +$394K +4,489 +90%
OAM
53
Oppenheimer Asset Management
New York
$791K -$115K -1,308 -13%
TI
54
Tidal Investments
Wisconsin
$786K +$5.53K +63 +0.7%
SWP
55
Stratos Wealth Partners
Ohio
$718K +$481K +5,484 +204%
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$711K -$172K -1,957 -19%
NA
57
NewEdge Advisors
Louisiana
$694K -$1.53M -17,447 -69%
AWS
58
Atria Wealth Solutions
New York
$650K +$412K +4,701 +173%
WCG
59
Weaver Consulting Group
California
$629K – – –
Renaissance Technologies
60
Renaissance Technologies
New York
$614K -$167K -1,900 -21%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$600K +$126K +1,434 +27%
TF
62
Trek Financial
Arizona
$543K +$543K +6,185 New
NEPPG
63
New England Professional Planning Group
Rhode Island
$511K -$117K -1,330 -19%
IWM
64
IHT Wealth Management
Illinois
$502K -$34.8K -397 -6%
SWA
65
Stratos Wealth Advisors
Ohio
$480K +$702 +8 +0.1%
Envestnet Portfolio Solutions
66
Envestnet Portfolio Solutions
Illinois
$467K +$467K +5,321 New
PFA
67
Plotkin Financial Advisors
Maryland
$464K – – –
TRCT
68
Tower Research Capital (TRC)
New York
$462K +$364K +4,143 +371%
TPWA
69
TRUE Private Wealth Advisors
Oregon
$425K +$3.42K +39 +0.8%
QWM
70
Quadcap Wealth Management
Texas
$424K -$6.05K -69 -1%
HighTower Advisors
71
HighTower Advisors
Illinois
$416K -$12.6K -143 -3%
Two Sigma Investments
72
Two Sigma Investments
New York
$412K -$3.12M -35,600 -88%
IWC
73
Integrated Wealth Concepts
Massachusetts
$402K +$402K +4,577 New
GI
74
Gradient Investments
Minnesota
$384K -$29K -330 -7%
HIM
75
Hanlon Investment Management
New Jersey
$383K +$383K +4,362 New
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3
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