SPHB icon

Invesco S&P 500 High Beta ETF

104 hedge funds and large institutions have $216M invested in Invesco S&P 500 High Beta ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 55 reducing their positions, and 27 closing their positions.

Holders
104
Holders Change
-21
Holders Change %
-16.8%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
23
Reduced
55
Closed
27
Calls
$4.05M
Puts
$1.2M
Net Calls
+$2.85M
Net Calls Change
+$2.02M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
51
Stratos Wealth Advisors
Ohio
$501K -$17.5K -196 -3%
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$461K
PFA
53
Plotkin Financial Advisors
Maryland
$454K -$18.3K -205 -4%
IWC
54
Integrated Wealth Concepts
Massachusetts
$433K -$1.53M -17,130 -78%
TRCT
55
Tower Research Capital (TRC)
New York
$402K +$402K +4,501 +75,017%
OWMIAS
56
One Wealth Management Investment & Advisory Services
Florida
$377K -$7.67K -86 -2%
TAM
57
Townsend Asset Management
North Carolina
$360K
GI
58
Gradient Investments
Minnesota
$347K -$43.7K -490 -11%
SWP
59
Stratos Wealth Partners
Ohio
$344K -$391K -4,388 -53%
SAM
60
Sequent Asset Management
Texas
$340K -$2.23K -25 -0.7%
ASN
61
Advisory Services Network
Georgia
$321K
FWM
62
Fingerlakes Wealth Management
New York
$311K
XF
63
XML Financial
Maryland
$278K +$89 +1 +0%
SA
64
Sanctuary Advisors
Indiana
$274K -$486K -5,239 -64%
MWM
65
MGB Wealth Management
Texas
$259K +$89 +1 +0%
SAM
66
Secure Asset Management
Michigan
$256K -$2.68K -30 -1%
Focus Partners Wealth
67
Focus Partners Wealth
Massachusetts
$241K
HighTower Advisors
68
HighTower Advisors
Illinois
$241K -$34.4K -385 -12%
Betterment LLC
69
Betterment LLC
New York
$240K -$25.6K -286 -10%
Vontobel Holding
70
Vontobel Holding
Switzerland
$217K +$217K +2,436 New
AWS
71
Atria Wealth Solutions
New York
$203K -$430K -4,821 -68%
OC
72
Oppenheimer & Co
New York
$200K -$13K -146 -6%
TWC
73
TD Waterhouse Canada
Ontario, Canada
$161K
AssetMark Inc
74
AssetMark Inc
California
$106K -$102M -1,138,296 -100%
AF
75
Allworth Financial
California
$101K