SPHB icon

Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

112 hedge funds and large institutions have $635M invested in Invesco S&P 500 High Beta ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 59 reducing their positions, and 41 closing their positions.

Holders
112
Holders Change
-29
Holders Change %
-20.57%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
15
Increased
21
Reduced
59
Closed
41
Calls
$2.54M
Puts
$31M
Net Calls
-$28.5M
Net Calls Change
+$42.8M

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$30.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$40.1M
3
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$7.22M
4
OLVIG
4
Oliver Lagore Vanvalin Investment Group
Michigan
$2.02M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$177M
2
LPL Financial
2
LPL Financial
California
$36.5M
3
BBA
3
Braun-Bostich & Associates
Pennsylvania
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$26.5M
5
RIG
5
RiverFront Investment Group
Virginia
$489K
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
126
TKG Advisors
Indiana
– -$2.25M -28,417 Closed
TI
127
Trexquant Investment
Connecticut
– -$2.13M -26,976 Closed
CWM
128
Centric Wealth Management
Illinois
– -$1.56M -19,774 Closed
TFA
129
Teamwork Financial Advisors
Texas
– -$1.42M -17,936 Closed
SFA
130
Source Financial Advisors
New York
– -$1.41M -17,838 Closed
GM
131
GeoWealth Management
Illinois
– -$1.41M -17,838 Closed
ACP
132
Aviance Capital Partners
Florida
– -$1.19M -15,000 Closed
KOC
133
Koss-Olinger Consulting
Florida
– -$1.06M -13,348 Closed
MIH
134
Meitav Investment House
Israel
– -$845K -10,680 Closed
HF
135
HRT Financial
New York
– -$838K -10,611 Closed
HighTower Advisors
136
HighTower Advisors
Illinois
– -$746K -9,404 Closed
FANJ
137
Financial Architects (New Jersey)
New Jersey
– -$471K -5,960 Closed
MW
138
Marcum Wealth
Ohio
– -$445K -5,627 Closed
VWM
139
Vigilare Wealth Management
Arizona
– -$415K -5,257 Closed
MAG
140
Members Advisory Group
New York
– -$351K -4,446 Closed
PCP
141
Proficio Capital Partners
Massachusetts
– -$329K -4,165 Closed
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
– -$299K -3,786 Closed
HWM
143
HB Wealth Management
Georgia
– -$277K -3,502 Closed
CW
144
CreativeOne Wealth
Kansas
– -$252K -3,189 Closed
FAT
145
First American Trust
California
– -$252K -3,186 Closed
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
– -$251K -3,180 Closed
S
147
SignatureFD
Georgia
– -$76K -966 Closed
FA
148
Faithward Advisors
Pennsylvania
– -$40K -503 Closed
TRCT
149
Tower Research Capital (TRC)
New York
– -$23K -294 Closed
LFG
150
Larson Financial Group
Missouri
– -$19K -244 Closed
3 4 5
6
7