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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

113 hedge funds and large institutions have $402M invested in Invesco S&P 500 High Beta ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 18 closing their positions.

Holders
113
Holders Change
+11
Holders Change %
+10.78%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
31
Increased
31
Reduced
38
Closed
18
Calls
$1.21M
Puts
$1.16M
Net Calls
+$47K
Net Calls Change
-$5.18M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$101M
2
LPL Financial
2
LPL Financial
California
$55.2M
3
Bank of America
3
Bank of America
North Carolina
$72.4M
4
WWM
4
WJ Wealth Management
Arizona
$8.52M
5
Morgan Stanley
5
Morgan Stanley
New York
$19.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$13.5M
2
Ameriprise
2
Ameriprise
Minnesota
$3.04M
3
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$845K
5
PAG
5
Private Advisor Group
New Jersey
$844K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
76
Stratos Wealth Advisors
Ohio
$233K -$64.7K -924 -22%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$232K +$232K +3,319 New
XF
78
XML Financial
Maryland
$201K +$201K +2,874 New
TWC
79
TD Waterhouse Canada
Ontario, Canada
$179K -$2.18K -26 -1%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$179K +$178K +2,536 +10,144%
RDFA
81
Ritter Daniher Financial Advisory
Ohio
$119K +$119K +1,705 New
PA
82
Parallel Advisors
California
$92.7K +$92.7K +1,325 New
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$67.4K +$70 +1 +0.1%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$66K +$66K +948 New
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$61.8K -$686K -9,803 -92%
LFA
86
Legend Financial Advisors
Pennsylvania
$61.5K -$77.8K -1,112 -56%
HGERS
87
Householder Group Estate & Retirement Specialist
Arizona
$54K +$54K +775 New
DWA
88
Delos Wealth Advisors
Texas
$52.5K -$218K -3,115 -81%
GRP
89
Global Retirement Partners
California
$51.7K -$2.89K -44 -5%
US Bancorp
90
US Bancorp
Minnesota
$46.9K +$46.9K +670 New
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$43.3K – – –
HCM
92
Horrell Capital Management
Arkansas
$43K – – –
HT
93
Headlands Technologies
Illinois
$39.5K +$39.5K +564 New
PTC
94
Private Trust Company
Ohio
$35.5K +$1.68K +24 +5%
SPIA
95
Steward Partners Investment Advisory
New York
$26.5K +$1.82K +26 +7%
GWM
96
Geneos Wealth Management
Colorado
$26.2K – – –
AIC
97
Archer Investment Corporation
Indiana
$25.5K – – –
AIP
98
Ahrens Investment Partners
Louisiana
$24.6K +$24.6K +352 New
BFPW
99
BOK Financial Private Wealth
Colorado
$22.7K – – –
CIA
100
Cape Investment Advisory
Georgia
$16.5K +$16.5K +237 New
2 3
4
5 6