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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

141 hedge funds and large institutions have $962M invested in Invesco S&P 500 High Beta ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+9
Holders Change %
+6.82%
% of All Funds
2.18%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
27
Increased
54
Reduced
41
Closed
18
Calls
$916K
Puts
$72.2M
Net Calls
-$71.3M
Net Calls Change
-$17.6M

Top Buyers

1
BBA
1
Braun-Bostich & Associates
Pennsylvania
$28.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$26.4M
3
RIG
3
RiverFront Investment Group
Virginia
$20.3M
4
Wells Fargo
4
Wells Fargo
California
$43.4M
5
FSA
5
Financial Services Advisory
Maryland
$10.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$235M
3
DRS
3
Deane Retirement Strategies
Louisiana
$0
4
DSN
4
D. Scott Neal
Kentucky
$12.9M
5
CPA
5
Clear Perspective Advisors
Illinois
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
76
Vicus Capital
Pennsylvania
$1M -$2.51K -33 -0.3%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$955K +$246K +3,114 +35%
CAL
78
Capital Advisors Ltd
Ohio
$855K – – –
MIH
79
Meitav Investment House
Israel
$845K +$845K +10,680 New
HF
80
HRT Financial
New York
$838K +$838K +10,611 New
AAS
81
Avantax Advisory Services
Texas
$817K +$56.4K +714 +7%
HighTower Advisors
82
HighTower Advisors
Illinois
$746K +$435K +5,478 +140%
SPIA
83
Steward Partners Investment Advisory
New York
$726K +$9.09K +115 +1%
ICP
84
Interchange Capital Partners
Pennsylvania
$645K +$645K +8,173 New
FA
85
FDx Advisors
Illinois
$636K +$57.3K +725 +10%
TPWA
86
TRUE Private Wealth Advisors
Oregon
$587K -$18.9K -239 -3%
PFA
87
Plotkin Financial Advisors
Maryland
$570K -$118K -1,496 -17%
SWA
88
Stratos Wealth Advisors
Ohio
$567K -$34.4K -435 -6%
HAS
89
HBW Advisory Services
California
$548K -$120K -1,521 -18%
LWAC
90
Laurel Wealth Advisors (California)
California
$534K +$55.7K +705 +12%
NEPPG
91
New England Professional Planning Group
Rhode Island
$506K +$149K +1,892 +42%
FANJ
92
Financial Architects (New Jersey)
New Jersey
$471K +$104K +1,310 +28%
MW
93
Marcum Wealth
Ohio
$445K +$949 +12 +0.2%
ASN
94
Advisory Services Network
Georgia
$420K -$257K -3,251 -38%
VWM
95
Vigilare Wealth Management
Arizona
$415K +$49.9K +632 +14%
CPIG
96
Chicago Partners Investment Group
Illinois
$386K – – –
LFS
97
Legacy Financial Strategies
Kansas
$365K +$49K +620 +16%
FSA
98
Fort Sheridan Advisors
Illinois
$354K -$237K -3,000 -40%
MAG
99
Members Advisory Group
New York
$351K +$351K +4,446 New
CIAS
100
Capital Investment Advisory Services
North Carolina
$333K -$73.9K -935 -18%
2 3
4
5 6