SPHB icon

Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

115 hedge funds and large institutions have $691M invested in Invesco S&P 500 High Beta ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
21
Increased
29
Reduced
36
Closed
8
Calls
$949K
Puts
$1.23M
Net Calls
-$283K
Net Calls Change
-$3.13M

Top Buyers

1
QAM
1
Q3 Asset Management
Michigan
$11.2M
2
EFI
2
EHP Funds Inc
Canada
$8.7M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$12.7M
4
HH
4
Hilltop Holdings
Texas
$5.02M
5
AAS
5
Avantax Advisory Services
Texas
$4.02M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$10.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$10.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$24.8M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$1.36M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
76
IFG Advisory
Georgia
$228K +$228K +2,568 New
ASN
77
Advisory Services Network
Georgia
$221K -$116K -1,310 -34%
HAS
78
HBW Advisory Services
California
$214K +$214K +2,413 New
Fidelity Investments
79
Fidelity Investments
Massachusetts
$169K +$76.2K +860 +83%
TWC
80
TD Waterhouse Canada
Ontario, Canada
$163K – – –
Barclays
81
Barclays
United Kingdom
$115K +$115K +1,300 New
AF
82
Allworth Financial
California
$107K – – –
IA
83
IFP Advisors
Florida
$89.8K – – –
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$82.9K -$1.13M -12,707 -93%
MAS
85
MPWM Advisory Solutions
Georgia
$81.4K +$81.4K +919 New
GWM
86
Guardian Wealth Management
Illinois
$77.7K +$89 +1 +0.1%
PA
87
Parallel Advisors
California
$74.5K – – –
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$74.3K +$89 +1 +0.1%
Citigroup
89
Citigroup
New York
$68.3K +$45.7K +516 +203%
AssetMark Inc
90
AssetMark Inc
California
$65.5K -$39.8K -449 -38%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$55K – – –
RCA
92
Runnymede Capital Advisors
Ohio
$46.6K +$46.6K +526 New
GRP
93
Global Retirement Partners
California
$46.1K +$39.9K +450 +643%
CAS
94
Coppell Advisory Solutions
Texas
$42.5K -$12K -135 -22%
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$38.9K +$27.1K +300 +229%
DWA
96
Delos Wealth Advisors
Texas
$34.4K – – –
AIC
97
Archer Investment Corporation
Indiana
$32.3K – – –
HI
98
Harbour Investments
Wisconsin
$27.9K +$27.9K +315 New
CA
99
CoreCap Advisors
Michigan
$24.6K +$2.48K +28 +11%
National Bank of Canada
100
National Bank of Canada
Quebec, Canada
$21.6K -$69.1K -779 -76%
1 2 3
4
5