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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

125 hedge funds and large institutions have $369M invested in Invesco S&P 500 High Beta ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
35
Reduced
48
Closed
16
Calls
$9.19M
Puts
$8.36M
Net Calls
+$827K
Net Calls Change
+$1.66M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$22.6M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$8.2M
4
Millennium Management
4
Millennium Management
New York
$3.96M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$5.41M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$733K
2
WQ
2
Wealth Quarterback
New Jersey
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$757K
4
Bank of America
4
Bank of America
North Carolina
$13M
5
PG
5
Prostatis Group
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$696K +$5.74K +68 +0.8%
SA
52
Sanctuary Advisors
Indiana
$682K +$682K +8,197 New
Comerica Bank
53
Comerica Bank
Texas
$670K +$438K +5,188 +189%
NA
54
NewEdge Advisors
Louisiana
$647K -$21K -249 -3%
OAM
55
Oppenheimer Asset Management
New York
$613K -$148K -1,753 -19%
WCG
56
Weaver Consulting Group
California
$605K – – –
AWS
57
Atria Wealth Solutions
New York
$599K -$27.2K -322 -4%
CWM
58
Chicago Wealth Management
Illinois
$543K +$309K +3,656 +132%
BCM
59
Beaumont Capital Management
Massachusetts
$505K -$460K -5,448 -48%
QWM
60
Quadcap Wealth Management
Texas
$495K +$86.6K +1,025 +21%
NEPPG
61
New England Professional Planning Group
Rhode Island
$492K +$676 +8 +0.1%
SWA
62
Stratos Wealth Advisors
Ohio
$490K +$28.3K +335 +6%
Tudor Investment Corp
63
Tudor Investment Corp
Connecticut
$485K +$243K +2,880 +101%
Envestnet Portfolio Solutions
64
Envestnet Portfolio Solutions
Illinois
$455K +$5.24K +62 +1%
PFA
65
Plotkin Financial Advisors
Maryland
$447K – – –
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
$443K -$252K -2,935 -36%
IWM
67
IHT Wealth Management
Illinois
$416K -$67.2K -796 -14%
HIM
68
Hanlon Investment Management
New Jersey
$412K +$43.4K +514 +12%
TPWA
69
TRUE Private Wealth Advisors
Oregon
$399K -$10.2K -121 -2%
GI
70
Gradient Investments
Minnesota
$370K – – –
OWMIAS
71
One Wealth Management Investment & Advisory Services
Florida
$364K – – –
TAM
72
Townsend Asset Management
North Carolina
$340K +$84 +1 +0%
TSS
73
Two Sigma Securities
New York
$339K +$339K +4,016 New
SAM
74
Sequent Asset Management
Texas
$324K – – –
AI
75
Atria Investments
North Carolina
$323K +$323K +3,828 New
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3
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