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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

102 hedge funds and large institutions have $254M invested in Invesco S&P 500 High Beta ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
102
Holders Change
–
Holders Change %
0%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
29
Reduced
40
Closed
17
Calls
$6.31M
Puts
$1.08M
Net Calls
+$5.23M
Net Calls Change
+$2.7M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$51.8M
2
LPL Financial
2
LPL Financial
California
$24.2M
3
WQ
3
Wealth Quarterback
New Jersey
$4.69M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.32M
5
Goldman Sachs
5
Goldman Sachs
New York
$18.5M

Top Sellers

1
AWM
1
Affinity Wealth Management
Delaware
$0
2
Ameriprise
2
Ameriprise
Minnesota
$8.54M
3
QAM
3
Q3 Asset Management
Michigan
$0
4
LFA
4
Legend Financial Advisors
Pennsylvania
$124K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$50K -$20.1K -15,863 -29%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$49K +$991 +16 +2%
National Bank of Canada
78
National Bank of Canada
Quebec, Canada
$38.6K – – –
HCM
79
Horrell Capital Management
Arkansas
$38K – – –
TFS
80
TrustCore Financial Services
Tennessee
$37.9K +$62 +1 +0.2%
PTC
81
Private Trust Company
Ohio
$30K +$4.77K +77 +19%
OLVIG
82
Oliver Lagore Vanvalin Investment Group
Michigan
$24K -$358K -5,737 -94%
GWM
83
Geneos Wealth Management
Colorado
$23.4K – – –
AIC
84
Archer Investment Corporation
Indiana
$22.7K – – –
VF
85
VitalStone Financial
Texas
$22K +$22K +350 New
SPIA
86
Steward Partners Investment Advisory
New York
$22K +$22K +353 New
BFPW
87
BOK Financial Private Wealth
Colorado
$20.3K -$6.23K -100 -24%
BAM
88
Belpointe Asset Management
Nevada
$18.7K +$18.7K +300 New
FCA
89
Fortis Capital Advisors
Kansas
$18.7K +$18.7K +300 New
CIAS
90
Capital Investment Advisory Services
North Carolina
$16.6K – – –
BFEC
91
Benjamin F. Edwards & Company
Missouri
$16K – – –
OIA
92
Optimum Investment Advisors
Illinois
$12.1K -$9.72K -156 -45%
RG
93
Retirement Group
California
$11K +$11K +184 New
CHC
94
City Holding Co
West Virginia
$10.9K – – –
EE
95
EWG Elevate
California
$9.85K +$9.85K +158 New
Fidelity Investments
96
Fidelity Investments
Massachusetts
$7.98K +$125 +2 +2%
TSWM
97
Tyler-Stone Wealth Management
Ohio
$7K – – –
S
98
SignatureFD
Georgia
$6.12K -$1.62K -26 -21%
PAG
99
Private Advisor Group
New Jersey
$5.12K +$2.27K +36,351 +79%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$1.67K -$9.66K -145 -85%
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4
5