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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

115 hedge funds and large institutions have $691M invested in Invesco S&P 500 High Beta ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
21
Increased
29
Reduced
36
Closed
8
Calls
$949K
Puts
$1.23M
Net Calls
-$283K
Net Calls Change
-$3.13M

Top Buyers

1
QAM
1
Q3 Asset Management
Michigan
$11.2M
2
EFI
2
EHP Funds Inc
Canada
$8.7M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$12.7M
4
HH
4
Hilltop Holdings
Texas
$5.02M
5
AAS
5
Avantax Advisory Services
Texas
$4.02M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$10.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$10.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$24.8M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$1.36M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
101
Cape Investment Advisory
Georgia
$21.3K – – –
LFA
102
Legend Financial Advisors
Pennsylvania
$18.1K – – –
CAL
103
Capital Advisors Ltd
Ohio
$17K – – –
ACA
104
Aptus Capital Advisors
Alabama
$16.1K – – –
AWM
105
AE Wealth Management
Kansas
$15.7K +$15.7K +177 New
CHC
106
City Holding Co
West Virginia
$15.5K – – –
BFPW
107
BOK Financial Private Wealth
Colorado
$10.9K – – –
CWM
108
Centricity Wealth Management
Ohio
$9.22K +$9.22K +104 New
LIS
109
Legacy Investment Solutions
Idaho
$8.86K – – –
LWMI
110
Legacy Wealth Management (Idaho)
Idaho
$8.86K – – –
OSAM
111
O'Shaughnessy Asset Management
Connecticut
$7.45K – – –
TFGT
112
TS Financial Group (TSFG)
Illinois
$5K – – –
OIA
113
Optimum Investment Advisors
Illinois
$4.7K – – –
SAM
114
Synergy Asset Management
Washington
$2.32K +$2.32K +26 New
TRCT
115
Tower Research Capital (TRC)
New York
$2.04K -$398K -4,484 -99%
OP
116
ORG Partners
Indiana
$8 -$8 – –
HF
117
HRT Financial
New York
– -$1.74M -19,538 Closed
Tudor Investment Corp
118
Tudor Investment Corp
Connecticut
– -$1.48M -16,611 Closed
TSS
119
Two Sigma Securities
New York
– -$580K -6,499 Closed
Vontobel Holding
120
Vontobel Holding
Switzerland
– -$217K -2,436 Closed
AWS
121
Atria Wealth Solutions
New York
– -$203K -2,271 Closed
HCM
122
Horrell Capital Management
Arkansas
– -$55K -615 Closed
CFG
123
Copley Financial Group
California
– -$15.9K -178 Closed
HGERS
124
Householder Group Estate & Retirement Specialist
Arizona
– -$3K -34 Closed
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