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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

128 hedge funds and large institutions have $401M invested in Invesco S&P 500 High Beta ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 24 closing their positions.

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
28
Increased
35
Reduced
44
Closed
24
Calls
$4.51M
Puts
$5.34M
Net Calls
-$833K
Net Calls Change
+$96K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$98.9M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$19.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$11.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$10.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.28M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$18.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.4M
3
LPL Financial
3
LPL Financial
California
$16.3M
4
FIS
4
Fischer Investment Strategies
California
$0
5
SC
5
Sykon Capital
New York
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWMIAS
76
One Wealth Management Investment & Advisory Services
Florida
$378K -$124K -1,411 -25%
Vontobel Holding
77
Vontobel Holding
Switzerland
$373K -$170K -1,932 -31%
TAM
78
Townsend Asset Management
North Carolina
$354K – – –
FTUS
79
Flow Traders U.S.
New York
$351K +$351K +4,004 New
ASN
80
Advisory Services Network
Georgia
$349K +$92K +1,049 +36%
PAG
81
Private Advisory Group
Washington
$346K +$346K +3,943 New
Betterment LLC
82
Betterment LLC
New York
$345K +$7.11K +81 +2%
IP
83
Ignite Planners
California
$338K +$338K +3,876 New
SAM
84
Sequent Asset Management
Texas
$336K – – –
FWM
85
Fingerlakes Wealth Management
New York
$306K – – –
ITB
86
Idaho Trust Bank
Idaho
$306K +$306K +3,485 New
SAM
87
Secure Asset Management
Michigan
$275K +$275K +3,135 New
XF
88
XML Financial
Maryland
$275K -$8.6K -98 -3%
Tudor Investment Corp
89
Tudor Investment Corp
Connecticut
$251K +$251K +2,859 New
CWM
90
Chicago Wealth Management
Illinois
$244K +$244K +2,779 New
Comerica Bank
91
Comerica Bank
Texas
$240K -$39.9K -455 -14%
Focus Partners Wealth
92
Focus Partners Wealth
Massachusetts
$228K – – –
MWM
93
MGB Wealth Management
Texas
$224K +$32.9K +375 +17%
OC
94
Oppenheimer & Co
New York
$207K -$23.9K -272 -10%
TWC
95
TD Waterhouse Canada
Ontario, Canada
$187K -$30.6K -300 -14%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$182K +$42.1K +480 +30%
GRP
97
Global Retirement Partners
California
$100K +$98.1K +1,118 +4,472%
AF
98
Allworth Financial
California
$99.4K +$97.1K +1,107 +4,258%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$91.6K -$4.39K -50 -5%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$84.9K +$175 +2 +0.2%
2 3
4
5 6