SPHB icon

Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

106 hedge funds and large institutions have $335M invested in Invesco S&P 500 High Beta ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-7
Holders Change %
-6.19%
% of All Funds
1.69%
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
35
Closed
21
Calls
$974K
Puts
$1.27M
Net Calls
-$296K
Net Calls Change
+$11.1M

Top Buyers

1
HF
1
HRT Financial
New York
$8.97M
2
KWM
2
KFG Wealth Management
Indiana
$7.37M
3
Bank of America
3
Bank of America
North Carolina
$27.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.77M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.11M

Top Sellers

1
WQ
1
Wealth Quarterback
New Jersey
$0
2
IAIM
2
International Assets Investment Management
Florida
$0
3
LPL Financial
3
LPL Financial
California
$31M
4
Wells Fargo
4
Wells Fargo
California
$94.6M
5
WA
5
Win Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
76
Cutler Group
California
$160K +$159K +2,265 +11,325%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$148K +$891 +12 +0.6%
RDFA
78
Ritter Daniher Financial Advisory
Ohio
$120K – – –
PA
79
Parallel Advisors
California
$92.9K – – –
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$84K +$21.1K +300 +33%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$72.3K +$1.61K +23 +2%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$67.7K +$70 +1 +0.1%
OLVIG
83
Oliver Lagore Vanvalin Investment Group
Michigan
$57.7K -$634K -9,033 -92%
HGERS
84
Householder Group Estate & Retirement Specialist
Arizona
$49.5K +$49.5K +706 New
DWA
85
Delos Wealth Advisors
Texas
$47.7K – – –
US Bancorp
86
US Bancorp
Minnesota
$47K -$121K -1,730 -72%
HCM
87
Horrell Capital Management
Arkansas
$43K – – –
OP
88
ORG Partners
Indiana
$32K -$100K -1,432 -76%
PTC
89
Private Trust Company
Ohio
$28.5K – – –
AIC
90
Archer Investment Corporation
Indiana
$25.5K – – –
VF
91
VitalStone Financial
Texas
$24K – – –
BFPW
92
BOK Financial Private Wealth
Colorado
$17.2K – – –
CIA
93
Cape Investment Advisory
Georgia
$16.7K – – –
RG
94
Retirement Group
California
$12.9K – – –
CHC
95
City Holding Co
West Virginia
$12.3K – – –
OIA
96
Optimum Investment Advisors
Illinois
$9.67K – – –
GWM
97
Geneos Wealth Management
Colorado
$8.76K – – –
TSWM
98
Tyler-Stone Wealth Management
Ohio
$7K – – –
LFA
99
Legend Financial Advisors
Pennsylvania
$5.61K -$8.69K -124 -61%
TRCT
100
Tower Research Capital (TRC)
New York
$3.01K -$168K -2,393 -98%
2 3
4
5 6