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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

102 hedge funds and large institutions have $246M invested in Invesco S&P 500 High Beta ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
25
Reduced
36
Closed
11
Calls
$4.16M
Puts
$1.63M
Net Calls
+$2.52M
Net Calls Change
+$1.86M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$22.5M
2
AWM
2
Affinity Wealth Management
Delaware
$16.7M
3
QAM
3
Q3 Asset Management
Michigan
$6.18M
4
Goldman Sachs
4
Goldman Sachs
New York
$15.2M
5
HAS
5
HBW Advisory Services
California
$2.86M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$21.1M
2
Bank of America
2
Bank of America
North Carolina
$16.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.5M
4
Jane Street
4
Jane Street
New York
$3.62M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
76
TD Waterhouse Canada
Ontario, Canada
$181K -$43.2K -536 -19%
CS
77
Credit Suisse
Switzerland
$141K -$17.9K -311 -11%
JFGIW
78
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$79K +$79K +1,385 New
MCC
79
Money Concepts Capital
Florida
$75K – – –
GRP
80
Global Retirement Partners
California
$52K +$4.45K +71 +9%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$44K – – –
HGERS
82
Householder Group Estate & Retirement Specialist
Arizona
$44K +$44K +775 New
National Bank of Canada
83
National Bank of Canada
Quebec, Canada
$36K – – –
HCM
84
Horrell Capital Management
Arkansas
$35K -$341 -6 -1%
TFS
85
TrustCore Financial Services
Tennessee
$35K +$115 +2 +0.3%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$27K -$6.31K -108 -19%
BFPW
87
BOK Financial Private Wealth
Colorado
$24K – – –
PTC
88
Private Trust Company
Ohio
$23K – – –
GWM
89
Geneos Wealth Management
Colorado
$21K – – –
AIC
90
Archer Investment Corporation
Indiana
$20.9K – – –
OIA
91
Optimum Investment Advisors
Illinois
$20K – – –
CIAS
92
Capital Investment Advisory Services
North Carolina
$15K – – –
BFEC
93
Benjamin F. Edwards & Company
Missouri
$15K – – –
CHC
94
City Holding Co
West Virginia
$10K – – –
Fidelity Investments
95
Fidelity Investments
Massachusetts
$7K -$56 -1 -0.8%
S
96
SignatureFD
Georgia
$7K +$7K +124 New
TSWM
97
Tyler-Stone Wealth Management
Ohio
$6K – – –
HNB
98
Huntington National Bank
Ohio
$4K – – –
TAM
99
Tucker Asset Management
Colorado
$1.12K +$1.12K +18 New
TRCT
100
Tower Research Capital (TRC)
New York
$1K -$2.02M -28,245 -100%
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4
5