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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

128 hedge funds and large institutions have $401M invested in Invesco S&P 500 High Beta ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 24 closing their positions.

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
28
Increased
35
Reduced
44
Closed
24
Calls
$4.51M
Puts
$5.34M
Net Calls
-$833K
Net Calls Change
+$96K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$98.9M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$19.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$11.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$10.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.28M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$18.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.4M
3
LPL Financial
3
LPL Financial
California
$16.3M
4
FIS
4
Fischer Investment Strategies
California
$0
5
SC
5
Sykon Capital
New York
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
101
Guardian Wealth Management
Illinois
$76.5K +$76.5K +872 New
PA
102
Parallel Advisors
California
$73.7K +$10.1K +115 +16%
HGERS
103
Householder Group Estate & Retirement Specialist
Arizona
$61.9K – – –
VF
104
VitalStone Financial
Texas
$57K -$187K -2,142 -77%
HCM
105
Horrell Capital Management
Arkansas
$54K – – –
DWA
106
Delos Wealth Advisors
Texas
$52.5K -$2.54K -29 -5%
IA
107
IFP Advisors
Florida
$43.5K -$563K -6,415 -93%
AIC
108
Archer Investment Corporation
Indiana
$31.9K – – –
PS
109
Principal Securities
Iowa
$25.2K +$25.2K +287 New
CA
110
CoreCap Advisors
Michigan
$21.8K +$21.8K +249 New
BFPW
111
BOK Financial Private Wealth
Colorado
$21.5K – – –
CIA
112
Cape Investment Advisory
Georgia
$20.9K +$88 +1 +0.4%
LFA
113
Legend Financial Advisors
Pennsylvania
$17.9K +$10.9K +124 +155%
William Blair & Company
114
William Blair & Company
Illinois
$17.2K +$17.2K +196 New
RG
115
Retirement Group
California
$16.1K – – –
CHC
116
City Holding Co
West Virginia
$15.4K – – –
Jones Financial Companies
117
Jones Financial Companies
Missouri
$15.3K +$15.3K +174 New
Citigroup
118
Citigroup
New York
$12.6K +$10.4K +118 +454%
FFA
119
Founders Financial Alliance
North Carolina
$10.6K +$10.6K +121 New
OIA
120
Optimum Investment Advisors
Illinois
$9.74K – – –
TSWM
121
Tyler-Stone Wealth Management
Ohio
$9.21K – – –
HT
122
Headlands Technologies
Illinois
$5.26K +$5.26K +60 New
PB
123
Pinnacle Bancorp
Nebraska
$3.25K – – –
CG
124
Cutler Group
California
$3K -$17.1K -200 -85%
BFEC
125
Benjamin F. Edwards & Company
Missouri
$3K – – –
3 4
5
6 7