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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

112 hedge funds and large institutions have $635M invested in Invesco S&P 500 High Beta ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 59 reducing their positions, and 41 closing their positions.

Holders
112
Holders Change
-29
Holders Change %
-20.57%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
15
Increased
21
Reduced
59
Closed
41
Calls
$2.54M
Puts
$31M
Net Calls
-$28.5M
Net Calls Change
+$42.8M

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$30.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$40.1M
3
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$7.22M
4
OLVIG
4
Oliver Lagore Vanvalin Investment Group
Michigan
$2.02M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$177M
2
LPL Financial
2
LPL Financial
California
$36.5M
3
BBA
3
Braun-Bostich & Associates
Pennsylvania
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$26.5M
5
RIG
5
RiverFront Investment Group
Virginia
$489K
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
76
Prime Capital Investment Advisors
Kansas
$326K – – –
CIAS
77
Capital Investment Advisory Services
North Carolina
$320K – – –
Renaissance Technologies
78
Renaissance Technologies
New York
$319K +$319K +4,200 New
TAM
79
Townsend Asset Management
North Carolina
$306K – – –
Citadel Advisors
80
Citadel Advisors
Florida
$305K -$1.22M -16,119 -80%
AC
81
Avant Capital
Louisiana
$295K +$228 +3 +0.1%
FSA
82
Fort Sheridan Advisors
Illinois
$293K -$46.9K -618 -14%
FTUS
83
Flow Traders U.S.
New York
$283K +$283K +3,722 New
SA
84
Stewardship Advisors
Pennsylvania
$272K -$3.79M -49,838 -93%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$224K +$224K +2,947 New
KWM
86
Kingsview Wealth Management
Oregon
$218K +$218K +2,866 New
BI
87
Ballast Inc
Kentucky
$211K +$211K +2,785 New
CG
88
Cutler Group
California
$189K +$129K +1,700 +213%
JMF
89
Johnson Midwest Financial
Iowa
$132K – – –
MCC
90
Money Concepts Capital
Florida
$99K – – –
AIP
91
Ahrens Investment Partners
Louisiana
$74K -$150K -1,981 -67%
OIA
92
Optimum Investment Advisors
Illinois
$60K -$231K -3,024 -79%
HCM
93
Horrell Capital Management
Arkansas
$47K – – –
National Bank of Canada
94
National Bank of Canada
Quebec, Canada
$47K +$47K +619 New
GRP
95
Global Retirement Partners
California
$47K +$47K +757 New
TWM
96
Tradition Wealth Management
Minnesota
$46K – – –
TFS
97
TrustCore Financial Services
Tennessee
$46K +$152 +2 +0.3%
Optiver Holding
98
Optiver Holding
Netherlands
$42K -$20.8K -275 -33%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$40K -$14.3K -188 -26%
GWM
100
Geneos Wealth Management
Colorado
$28K – – –
2 3
4
5 6