Invesco S&P 500 High Beta ETF
SPHB
113 hedge funds and large institutions have $402M invested in Invesco S&P 500 High Beta ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 18 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
72% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 18
58% more capital invested
Capital invested by funds: $254M → $402M (+$148M)
11% more funds holding
Funds holding: 102 → 113 (+11)
7.9% more ownership
Funds ownership: 58.31% → 66.21% (+7.9%)
4% more call options, than puts
Call options by funds: $1.21M | Put options by funds: $1.16M
18% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$75.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$28M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$14.2M |
| 4 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
+$8.51M |
| 5 |
Morgan Stanley
New York
|
+$5.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$7.25M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.53M |
| 3 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
-$5.92M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$5.12M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$4.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Rockefeller Capital Management
New York
| – | -$49K | -791 | Closed |
|
|
BAM
127
Belpointe Asset Management
Reno,
Nevada
| – | -$18.7K | -300 | Closed |
|
|
FCA
128
Fortis Capital Advisors
Prairie Village,
Kansas
| – | -$18.7K | -300 | Closed |
|
|
EE
129
EWG Elevate
Roseville,
California
| – | -$9.85K | -158 | Closed |
|
|
S
130
SignatureFD
Atlanta,
Georgia
| – | -$6.12K | -98 | Closed |
|
|
TAM
131
Tucker Asset Management
Littleton,
Colorado
| – | -$1.13K | -18 | Closed |
|
SPHB Hedge Fund Activity: Q1 2023 in Review
113 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Beta ETF (SPHB) for Q1 2023, worth a combined $402M — up 58% from $254M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SPHB positions and 18 closed out — a net gain of 13 holders — while 31 added to existing stakes and 38 trimmed.
The largest buyer was Wells Fargo, adding an estimated $75.7M. The largest seller was Goldman Sachs, cutting an estimated $7.25M.
- 113 institutional investors held Invesco S&P 500 High Beta ETF (SPHB) as of Q1 2023, up from 102 in Q4 2022.
- Funds reported $402M of Invesco S&P 500 High Beta ETF stock for Q1 2023, up 58% quarter-over-quarter.
- 31 funds opened new Invesco S&P 500 High Beta ETF positions in Q1 2023 and 18 closed out, a net change of +13 holders.
- The largest Invesco S&P 500 High Beta ETF buyer in Q1 2023 was Wells Fargo, an estimated $75.7M added.
- The largest Invesco S&P 500 High Beta ETF seller in Q1 2023 was Goldman Sachs, an estimated $7.25M sold.
Based on aggregated 13F filings for Q1 2023.