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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

141 hedge funds and large institutions have $962M invested in Invesco S&P 500 High Beta ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 18 closing their positions.

Holders
141
Holders Change
+9
Holders Change %
+6.82%
% of All Funds
2.18%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
27
Increased
54
Reduced
41
Closed
18
Calls
$916K
Puts
$72.2M
Net Calls
-$71.3M
Net Calls Change
-$17.6M

Top Buyers

1
BBA
1
Braun-Bostich & Associates
Pennsylvania
$28.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$26.4M
3
RIG
3
RiverFront Investment Group
Virginia
$20.3M
4
Wells Fargo
4
Wells Fargo
California
$43.4M
5
FSA
5
Financial Services Advisory
Maryland
$10.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$235M
3
DRS
3
Deane Retirement Strategies
Louisiana
$0
4
DSN
4
D. Scott Neal
Kentucky
$12.9M
5
CPA
5
Clear Perspective Advisors
Illinois
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
101
Proficio Capital Partners
Massachusetts
$329K – – –
PCIA
102
Prime Capital Investment Advisors
Kansas
$326K +$326K +4,127 New
TAM
103
Townsend Asset Management
North Carolina
$318K +$79 +1 +0%
AC
104
Avant Capital
Louisiana
$307K +$307K +3,880 New
OIA
105
Optimum Investment Advisors
Illinois
$301K -$79 -1 -0%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$299K +$299K +3,786 New
PAG
107
Private Advisory Group
Washington
$298K -$28.7K -364 -9%
HWM
108
HB Wealth Management
Georgia
$277K +$277K +3,502 New
FAT
109
First American Trust
California
$252K +$15K +190 +6%
CW
110
CreativeOne Wealth
Kansas
$252K +$252K +3,189 New
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$251K – – –
AIP
112
Ahrens Investment Partners
Louisiana
$234K -$23.5K -297 -9%
JMF
113
Johnson Midwest Financial
Iowa
$138K +$106K +1,341 +334%
NFG
114
Next Financial Group
Texas
$131K – – –
KTC
115
Kistler-Tiffany Companies
Pennsylvania
$111K – – –
MCC
116
Money Concepts Capital
Florida
$103K +$103K +1,300 New
S
117
SignatureFD
Georgia
$76K +$72K +915 +1,794%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$75K – – –
Optiver Holding
119
Optiver Holding
Netherlands
$64K +$42.8K +554 +201%
CG
120
Cutler Group
California
$63K -$228K -2,900 -78%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$56K +$20K +254 +55%
HCM
122
Horrell Capital Management
Arkansas
$49K – – –
TFS
123
TrustCore Financial Services
Tennessee
$48K +$80 +1 +0.2%
TWM
124
Tradition Wealth Management
Minnesota
$47K – – –
Fidelity Investments
125
Fidelity Investments
Massachusetts
$43K +$30.2K +378 +235%
3 4
5
6 7