SPHB icon

Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

106 hedge funds and large institutions have $335M invested in Invesco S&P 500 High Beta ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 21 closing their positions.

Holders
106
Holders Change
-7
Holders Change %
-6.19%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
29
Reduced
35
Closed
21
Calls
$974K
Puts
$1.27M
Net Calls
-$296K
Net Calls Change
+$11.1M

Top Buyers

1
HF
1
HRT Financial
New York
$8.97M
2
KWM
2
KFG Wealth Management
Indiana
$7.37M
3
Bank of America
3
Bank of America
North Carolina
$27.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.77M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.11M

Top Sellers

1
WQ
1
Wealth Quarterback
New Jersey
$0
2
IAIM
2
International Assets Investment Management
Florida
$0
3
LPL Financial
3
LPL Financial
California
$31M
4
Wells Fargo
4
Wells Fargo
California
$94.6M
5
WA
5
Win Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
101
Pinnacle Bancorp
Nebraska
$2.59K – – –
BFEC
102
Benjamin F. Edwards & Company
Missouri
$2K – – –
AF
103
Allworth Financial
California
$1.82K – – –
Citigroup
104
Citigroup
New York
$1.82K – – –
GRP
105
Global Retirement Partners
California
$1.72K -$52.5K -764 -97%
AWM
106
Atticus Wealth Management
Florida
$1.55K -$7.13K -101 -82%
IAIM
107
International Assets Investment Management
Florida
– -$6.45M -176,675 Closed
WQ
108
Wealth Quarterback
New Jersey
– -$7.16M -93,746 Closed
WA
109
Win Advisors
Florida
– -$3.29M -47,101 Closed
SC
110
Sykon Capital
New York
– -$1.6M -20,923 Closed
GC
111
Gillson Capital
Illinois
– -$1.47M -19,299 Closed
FGA
112
Fortis Group Advisors
New Jersey
– -$1.06M -13,851 Closed
AWM
113
AE Wealth Management
Kansas
– -$895K -11,716 Closed
Jane Street
114
Jane Street
New York
– -$895K -11,711 Closed
CA
115
Cetera Advisors
Colorado
– -$801K -10,487 Closed
BCM
116
Barometer Capital Management
Ontario, Canada
– -$672K -8,800 Closed
SSA
117
Schonfeld Strategic Advisors
New York
– -$567K -7,425 Closed
SFS
118
Security Financial Services
Indiana
– -$550K -7,205 Closed
C
119
Certuity
Florida
– -$480K -6,289 Closed
OC
120
Oppenheimer & Co
New York
– -$422K -5,519 Closed
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
– -$252K -3,299 Closed
AWS
122
Atria Wealth Solutions
New York
– -$219K -2,861 Closed
Simplex Trading
123
Simplex Trading
Illinois
– -$77K -1,012 Closed
CAS
124
Coppell Advisory Solutions
Texas
– -$75.2K -997 Closed
HT
125
Headlands Technologies
Illinois
– -$12.7K -166 Closed
2 3 4
5
6