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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

104 hedge funds and large institutions have $216M invested in Invesco S&P 500 High Beta ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 55 reducing their positions, and 27 closing their positions.

Holders
104
Holders Change
-21
Holders Change %
-16.8%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
55
Closed
27
Calls
$4.05M
Puts
$1.2M
Net Calls
+$2.85M
Net Calls Change
+$2.02M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$4.29M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$14.7M
3
Ameriprise
3
Ameriprise
Minnesota
$4.82M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$1.48M
5
UBS Group
5
UBS Group
Switzerland
$3.37M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$106K
2
Goldman Sachs
2
Goldman Sachs
New York
$12.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.65M
5
Bank of America
5
Bank of America
North Carolina
$8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
101
Global Retirement Partners
California
$6.25K -$104K -1,170 -94%
TFGT
102
TS Financial Group (TSFG)
Illinois
$5K +$5K +60 New
OIA
103
Optimum Investment Advisors
Illinois
$4.73K – – –
HGERS
104
Householder Group Estate & Retirement Specialist
Arizona
$3K -$4.77K -54 -61%
OP
105
ORG Partners
Indiana
$8 -$8 – –
Millennium Management
106
Millennium Management
New York
– -$3.96M -46,948 Closed
ACP
107
Aveo Capital Partners
Colorado
– -$3.82M -45,240 Closed
DSN
108
D. Scott Neal
Kentucky
– -$2.29M -27,072 Closed
TI
109
Tidal Investments
Wisconsin
– -$1.85M -21,859 Closed
CAG
110
Csenge Advisory Group
Florida
– -$1.69M -20,022 Closed
AG
111
Ascent Group
Virginia
– -$1.21M -14,276 Closed
PCP
112
Proficio Capital Partners
Massachusetts
– -$761K -9,009 Closed
BCM
113
Beaumont Capital Management
Massachusetts
– -$505K -5,975 Closed
Envestnet Portfolio Solutions
114
Envestnet Portfolio Solutions
Illinois
– -$455K -5,383 Closed
HIM
115
Hanlon Investment Management
New Jersey
– -$412K -4,876 Closed
TPWA
116
TRUE Private Wealth Advisors
Oregon
– -$399K -4,726 Closed
AI
117
Atria Investments
North Carolina
– -$323K -3,828 Closed
IP
118
Ignite Planners
California
– -$304K -3,564 Closed
Two Sigma Advisers
119
Two Sigma Advisers
New York
– -$270K -3,200 Closed
GM
120
GeoWealth Management
Illinois
– -$251K -2,973 Closed
TI
121
Trexquant Investment
Connecticut
– -$219K -2,588 Closed
IAIM
122
International Assets Investment Management
Florida
– -$73.5K -871 Closed
VF
123
VitalStone Financial
Texas
– -$31.7K -375 Closed
PS
124
Principal Securities
Iowa
– -$24.4K -289 Closed
SS
125
Sunbelt Securities
Texas
– -$22.3K -264 Closed
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