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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

125 hedge funds and large institutions have $374M invested in Invesco S&P 500 High Beta ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 15 closing their positions.

Holders
125
Holders Change
+19
Holders Change %
+17.92%
% of All Funds
1.83%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
35
Increased
34
Reduced
38
Closed
15
Calls
$2.54M
Puts
$3.47M
Net Calls
-$929K
Net Calls Change
-$633K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$67M
2
Morgan Stanley
2
Morgan Stanley
New York
$43.7M
3
SC
3
Sykon Capital
New York
$10.8M
4
FIS
4
Fischer Investment Strategies
California
$9M
5
Jane Street
5
Jane Street
New York
$6.56M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$39.2M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$7.5M
3
LPL Financial
3
LPL Financial
California
$26.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.06M
5
HF
5
HRT Financial
New York
$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
101
Parallel Advisors
California
$59.7K -$49.4K -600 -45%
HGERS
102
Householder Group Estate & Retirement Specialist
Arizona
$58K – – –
DWA
103
Delos Wealth Advisors
Texas
$51.7K – – –
HCM
104
Horrell Capital Management
Arkansas
$51K – – –
CAS
105
Coppell Advisory Solutions
Texas
$50.4K +$50.4K +612 New
AIC
106
Archer Investment Corporation
Indiana
$30K – – –
BFPW
107
BOK Financial Private Wealth
Colorado
$20.2K – – –
CIA
108
Cape Investment Advisory
Georgia
$19.6K +$82 +1 +0.4%
CG
109
Cutler Group
California
$19K -$166K -2,050 -90%
AFS
110
Annapolis Financial Services
Maryland
$17.6K +$17.6K +213 New
RG
111
Retirement Group
California
$15.2K – – –
CHC
112
City Holding Co
West Virginia
$14.4K – – –
RAM
113
Riggs Asset Management
Pennsylvania
$12.6K -$1.4M -17,019 -99%
OIA
114
Optimum Investment Advisors
Illinois
$9.15K -$2.23K -27 -20%
TSWM
115
Tyler-Stone Wealth Management
Ohio
$8.65K – – –
LFA
116
Legend Financial Advisors
Pennsylvania
$6.59K – – –
PTC
117
Private Trust Company
Ohio
$5.6K -$27.9K -339 -83%
OP
118
ORG Partners
Indiana
$4.94K -$32.6K -396 -87%
PPC
119
Park Place Capital
Alabama
$3.21K +$3.21K +39 New
PB
120
Pinnacle Bancorp
Nebraska
$3.05K – – –
T
121
Tidemark
California
$2.8K +$2.8K +34 New
AF
122
Allworth Financial
California
$2.14K – – –
Citigroup
123
Citigroup
New York
$2.14K – – –
BFEC
124
Benjamin F. Edwards & Company
Missouri
$2K -$333 -5 -14%
GRP
125
Global Retirement Partners
California
$1.98K – – –
2 3 4
5
6