SPHB icon

Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

113 hedge funds and large institutions have $402M invested in Invesco S&P 500 High Beta ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 18 closing their positions.

Holders
113
Holders Change
+11
Holders Change %
+10.78%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
31
Increased
31
Reduced
38
Closed
18
Calls
$1.21M
Puts
$1.16M
Net Calls
+$47K
Net Calls Change
-$5.18M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$101M
2
LPL Financial
2
LPL Financial
California
$55.2M
3
Bank of America
3
Bank of America
North Carolina
$72.4M
4
WWM
4
WJ Wealth Management
Arizona
$8.52M
5
Morgan Stanley
5
Morgan Stanley
New York
$19.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$13.5M
2
Ameriprise
2
Ameriprise
Minnesota
$3.04M
3
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$845K
5
PAG
5
Private Advisor Group
New Jersey
$844K
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
101
Retirement Group
California
$13K – – –
AWM
102
Atticus Wealth Management
Florida
$12.4K +$12.4K +177 New
CHC
103
City Holding Co
West Virginia
$12.2K – – –
OIA
104
Optimum Investment Advisors
Illinois
$11.3K -$2.24K -32 -16%
MBFW
105
Morton Brown Family Wealth
Pennsylvania
$9.03K +$9.03K +129 New
Fidelity Investments
106
Fidelity Investments
Massachusetts
$8.82K -$140 -2 -2%
HPC
107
HM Payson & Co
Maine
$8.4K +$8.4K +120 New
CIAS
108
Capital Investment Advisory Services
North Carolina
$7.21K -$11.4K -163 -61%
DI
109
Disciplined Investments
Oklahoma
$2.8K +$2.8K +40 New
BFEC
110
Benjamin F. Edwards & Company
Missouri
$2K -$12.6K -220 -86%
Citigroup
111
Citigroup
New York
$1.82K – – –
AF
112
Allworth Financial
California
$1.82K +$1.82K +26 New
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$1.12K +$436 +6,235 +63%
HIIFS
114
Harel Insurance Investments & Financial Services
Israel
– -$5.92M -95,000 Closed
Jane Street
115
Jane Street
New York
– -$2.3M -36,962 Closed
TC
116
Teilinger Capital
Texas
– -$1.75M -28,000 Closed
IMC Chicago
117
IMC Chicago
Illinois
– -$1.16M -18,676 Closed
Walleye Trading
118
Walleye Trading
New York
– -$1.15M -18,412 Closed
Renaissance Technologies
119
Renaissance Technologies
New York
– -$972K -15,600 Closed
SAG
120
SageView Advisory Group
California
– -$393K -6,307 Closed
SC
121
Scotia Capital
Ontario, Canada
– -$364K -5,844 Closed
TPWA
122
TRUE Private Wealth Advisors
Oregon
– -$223K -3,579 Closed
CS
123
Credit Suisse
Switzerland
– -$105K -1,680 Closed
Simplex Trading
124
Simplex Trading
Illinois
– -$87K -1,397 Closed
MCC
125
Money Concepts Capital
Florida
– -$81K -1,300 Closed
2 3 4
5
6