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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

115 hedge funds and large institutions have $691M invested in Invesco S&P 500 High Beta ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
21
Increased
29
Reduced
36
Closed
8
Calls
$949K
Puts
$1.23M
Net Calls
-$283K
Net Calls Change
-$3.13M

Top Buyers

1
QAM
1
Q3 Asset Management
Michigan
$11.2M
2
EFI
2
EHP Funds Inc
Canada
$8.7M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$12.7M
4
HH
4
Hilltop Holdings
Texas
$5.02M
5
AAS
5
Avantax Advisory Services
Texas
$4.02M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$10.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$10.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$24.8M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$1.36M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
51
Trek Financial
Arizona
$437K +$437K +4,933 New
PFA
52
Plotkin Financial Advisors
Maryland
$427K -$23.9K -270 -5%
IWC
53
Integrated Wealth Concepts
Massachusetts
$424K -$6.03K -68 -1%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$422K +$340K +3,839 +418%
IWM
55
IHT Wealth Management
Illinois
$379K -$403K -4,550 -52%
OWMIAS
56
One Wealth Management Investment & Advisory Services
Florida
$373K -$1.42K -16 -0.4%
TAM
57
Townsend Asset Management
North Carolina
$357K +$89 +1 +0%
TC
58
TownSquare Capital
Utah
$354K +$354K +3,992 New
GI
59
Gradient Investments
Minnesota
$345K – – –
SAM
60
Sequent Asset Management
Texas
$338K – – –
SWP
61
Stratos Wealth Partners
Ohio
$330K -$12.1K -137 -4%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$317K -$368K -4,148 -54%
FWM
63
Fingerlakes Wealth Management
New York
$309K – – –
FTUS
64
Flow Traders U.S.
New York
$285K -$773K -8,705 -73%
XF
65
XML Financial
Maryland
$276K +$89 +1 +0%
AC
66
Avant Capital
Louisiana
$276K +$276K +3,110 New
BFM
67
Boston Financial Management
Massachusetts
$273K +$273K +3,085 New
SA
68
Sanctuary Advisors
Indiana
$273K – – –
FFS
69
Founders Financial Securities
Maryland
$265K +$265K +2,990 New
MWM
70
MGB Wealth Management
Texas
$257K +$89 +1 +0%
AWM
71
Axxcess Wealth Management
California
$251K +$251K +2,829 New
OC
72
Oppenheimer & Co
New York
$244K +$45.1K +509 +23%
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$240K – – –
HighTower Advisors
74
HighTower Advisors
Illinois
$239K +$89 +1 +0%
Betterment LLC
75
Betterment LLC
New York
$230K -$7.52K -85 -3%
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