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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

101 hedge funds and large institutions have $385M invested in Invesco S&P 500 High Beta ETF in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
101
Holders Change
+46
Holders Change %
+83.64%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
54
Increased
27
Reduced
10
Closed
8
Calls
$630K
Puts
–
Net Calls
+$630K
Net Calls Change
-$242K

Top Buyers

1
MCM
1
Mainstay Capital Management
Michigan
$37M
2
Bank of America
2
Bank of America
North Carolina
$47.9M
3
RIG
3
RiverFront Investment Group
Virginia
$24.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$37.4M
5
RJA
5
Raymond James & Associates
Florida
$13.6M

Top Sellers

1
IMC Chicago
1
IMC Chicago
Illinois
$0
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.9M
4
SA
4
Shilanski & Associates
Alaska
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
76
Next Financial Group
Texas
$112K -$10K -176 -8%
CAL
77
Capital Analysts LLC
Pennsylvania
$87K +$87K +1,528 New
MCC
78
Money Concepts Capital
Florida
$74K +$74K +1,300 New
CG
79
Cutler Group
California
$59K +$59K +1,050 New
TWM
80
Tradition Wealth Management
Minnesota
$36K +$36K +630 New
TFS
81
TrustCore Financial Services
Tennessee
$34K +$171 +3 +0.5%
GWM
82
Geneos Wealth Management
Colorado
$26K – – –
GI
83
Gradient Investments
Minnesota
$24K – – –
BW
84
Bison Wealth
Georgia
$23K – – –
AIC
85
Archer Investment Corporation
Indiana
$20.7K +$20.7K +364 New
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$15K – – –
GEA
87
Glen Eagle Advisors
New Jersey
$11.4K – – –
Fidelity Investments
88
Fidelity Investments
Massachusetts
$10K -$1.63K -28 -14%
RG
89
Retirement Group
California
$10K – – –
BFEC
90
Benjamin F. Edwards & Company
Missouri
$9K -$1.2K -20 -12%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$7K – – –
HI
92
Hudock Inc
Pennsylvania
$7K +$7K +140 New
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$4K +$4K +70 New
DI
94
Disciplined Investments
Oklahoma
$3K -$4.33K -65 -59%
S
95
SignatureFD
Georgia
$3K +$3K +45 New
TRCT
96
Tower Research Capital (TRC)
New York
$2K -$48.8K -756 -96%
PB
97
Pinnacle Bancorp
Nebraska
$2K +$2K +30 New
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +43 New
MF
99
Manchester Financial
California
$1K +$1K +15 New
IMC Chicago
100
IMC Chicago
Illinois
– -$5.13M -123,483 Closed
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4
5