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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

112 hedge funds and large institutions have $635M invested in Invesco S&P 500 High Beta ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 59 reducing their positions, and 41 closing their positions.

Holders
112
Holders Change
-29
Holders Change %
-20.57%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
15
Increased
21
Reduced
59
Closed
41
Calls
$2.54M
Puts
$31M
Net Calls
-$28.5M
Net Calls Change
+$42.8M

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$30.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$40.1M
3
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$7.22M
4
OLVIG
4
Oliver Lagore Vanvalin Investment Group
Michigan
$2.02M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$177M
2
LPL Financial
2
LPL Financial
California
$36.5M
3
BBA
3
Braun-Bostich & Associates
Pennsylvania
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$26.5M
5
RIG
5
RiverFront Investment Group
Virginia
$489K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
101
Archer Investment Corporation
Indiana
$26.1K – – –
Fidelity Investments
102
Fidelity Investments
Massachusetts
$21K -$19.1K -257 -48%
BFEC
103
Benjamin F. Edwards & Company
Missouri
$20K -$2.32K -31 -10%
RG
104
Retirement Group
California
$14K – – –
CHC
105
City Holding Co
West Virginia
$13K – – –
PB
106
Pinnacle Bancorp
Nebraska
$12K +$300 +4 +3%
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$10K +$10K +133 New
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$9K -$59K -819 -87%
TSWM
109
Tyler-Stone Wealth Management
Ohio
$8K – – –
SPIA
110
Steward Partners Investment Advisory
New York
$5K -$660K -9,113 -99%
DI
111
Disciplined Investments
Oklahoma
$3K – – –
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$2K -$3.48K -40 -63%
BBA
113
Braun-Bostich & Associates
Pennsylvania
– -$28.7M -374,580 Closed
LFA
114
Legend Financial Advisors
Pennsylvania
– -$8.13M -102,819 Closed
SAS
115
SMI Advisory Services
Indiana
– -$7.87M -99,601 Closed
BFIC
116
Bedell Frazier Investment Counselling
California
– -$7.05M -89,189 Closed
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
– -$6.28M -79,517 Closed
Bank of Nova Scotia
118
Bank of Nova Scotia
Ontario, Canada
– -$6.2M -78,400 Closed
Stifel Financial
119
Stifel Financial
Missouri
– -$3.44M -43,536 Closed
AI
120
Atria Investments
North Carolina
– -$3.06M -38,731 Closed
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
– -$2.9M -36,430 Closed
FEM
122
Fulcrum Equity Management
Texas
– -$2.83M -35,801 Closed
GSC
123
G&S Capital
Colorado
– -$2.64M -33,372 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
124
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$2.56M -32,446 Closed
PWM
125
Pinnacle Wealth Management
California
– -$2.55M -32,316 Closed
3 4
5
6 7