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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

113 hedge funds and large institutions have $362M invested in Invesco S&P 500 High Beta ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 49 reducing their positions, and 17 closing their positions.

Holders
113
Holders Change
–
Holders Change %
0%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
29
Reduced
49
Closed
17
Calls
$1.3M
Puts
$12.7M
Net Calls
-$11.4M
Net Calls Change
-$11.5M

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$6.45M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16.6M
3
WA
3
Win Advisors
Florida
$3.29M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.14M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$3.82M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$23.9M
2
LPL Financial
2
LPL Financial
California
$38.8M
3
WWM
3
WJ Wealth Management
Arizona
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$8.38M
5
VAS
5
Vestmark Advisory Solutions
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
101
Headlands Technologies
Illinois
$12.7K -$30.4K -398 -71%
OIA
102
Optimum Investment Advisors
Illinois
$10.5K -$1.83K -24 -15%
GWM
103
Geneos Wealth Management
Colorado
$9.55K -$19.1K -250 -67%
AWM
104
Atticus Wealth Management
Florida
$9.43K -$4.14K -54 -31%
Barclays
105
Barclays
United Kingdom
$8K +$8K +100 New
TSWM
106
Tyler-Stone Wealth Management
Ohio
$8K +$8K +105 New
PFG
107
Piershale Financial Group
Illinois
$5.12K +$5.12K +67 New
BFEC
108
Benjamin F. Edwards & Company
Missouri
$3K – – –
PB
109
Pinnacle Bancorp
Nebraska
$2.83K +$2.83K +37 New
AF
110
Allworth Financial
California
$1.99K – – –
Citigroup
111
Citigroup
New York
$1.99K – – –
WP
112
WealthShield Partners
North Carolina
$1.38K +$1.38K +18 New
CG
113
Cutler Group
California
$1K +$1K +20 New
WWM
114
WJ Wealth Management
Arizona
– -$8.52M -121,718 Closed
VAS
115
Vestmark Advisory Solutions
Massachusetts
– -$3.32M -47,518 Closed
HF
116
HRT Financial
New York
– -$1.54M -21,987 Closed
Citadel Advisors
117
Citadel Advisors
Florida
– -$845K -12,078 Closed
JWM
118
Jackson Wealth Management
Florida
– -$783K -11,193 Closed
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
– -$722K -10,317 Closed
TI
120
Trexquant Investment
Connecticut
– -$664K -9,486 Closed
Bank of New York Mellon
121
Bank of New York Mellon
New York
– -$637K -9,101 Closed
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
– -$624K -8,918 Closed
TSS
123
Two Sigma Securities
New York
– -$482K -6,893 Closed
SPC
124
Sigma Planning Corp
Michigan
– -$350K -5,008 Closed
USCWA
125
U.S. Capital Wealth Advisors
Texas
– -$289K -4,125 Closed
2 3 4
5
6