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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

125 hedge funds and large institutions have $374M invested in Invesco S&P 500 High Beta ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 15 closing their positions.

Holders
125
Holders Change
+19
Holders Change %
+17.92%
% of All Funds
1.83%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
35
Increased
34
Reduced
38
Closed
15
Calls
$2.54M
Puts
$3.47M
Net Calls
-$929K
Net Calls Change
-$633K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$67M
2
Morgan Stanley
2
Morgan Stanley
New York
$43.7M
3
SC
3
Sykon Capital
New York
$10.8M
4
FIS
4
Fischer Investment Strategies
California
$9M
5
Jane Street
5
Jane Street
New York
$6.56M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$39.2M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$7.5M
3
LPL Financial
3
LPL Financial
California
$26.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.06M
5
HF
5
HRT Financial
New York
$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
76
Greenwood Capital Associates
South Carolina
$394K +$394K +4,784 New
GI
77
Gradient Investments
Minnesota
$388K -$15.5K -188 -4%
PFS
78
Prospera Financial Services
Texas
$355K +$355K +4,305 New
TAM
79
Townsend Asset Management
North Carolina
$332K +$82 +1 +0%
Betterment LLC
80
Betterment LLC
New York
$317K +$8.16K +99 +3%
SAM
81
Sequent Asset Management
Texas
$316K – – –
FWM
82
Fingerlakes Wealth Management
New York
$287K +$287K +3,485 New
XF
83
XML Financial
Maryland
$266K +$11.2K +136 +4%
Comerica Bank
84
Comerica Bank
Texas
$263K -$457K -5,541 -63%
VWM
85
Vigilare Wealth Management
Arizona
$252K +$252K +3,053 New
ASN
86
Advisory Services Network
Georgia
$242K -$43.9K -533 -15%
VF
87
VitalStone Financial
Texas
$230K +$201K +2,445 +699%
AWS
88
Atria Wealth Solutions
New York
$224K +$224K +2,713 New
SWP
89
Stratos Wealth Partners
Ohio
$222K -$13.3K -162 -6%
EH
90
Equitable Holdings
New York
$218K +$218K +2,649 New
OC
91
Oppenheimer & Co
New York
$217K +$217K +2,628 New
SFI
92
SPC Financial Inc
Maryland
$214K +$214K +2,600 New
Focus Partners Wealth
93
Focus Partners Wealth
Massachusetts
$214K +$214K +2,595 New
TWC
94
TD Waterhouse Canada
Ontario, Canada
$202K – – –
MWM
95
MGB Wealth Management
Texas
$179K +$179K +2,177 New
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$131K +$32.7K +398 +33%
TRCT
97
Tower Research Capital (TRC)
New York
$92.1K +$88.6K +1,075 +2,500%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$90.1K +$5.11K +62 +6%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$79.6K +$82 +1 +0.1%
GWM
100
Geneos Wealth Management
Colorado
$75.1K +$64.8K +787 +630%
2 3
4
5 6