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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 %
ATPW
126
Ashton Thomas Private Wealth
Arizona
– -$13.4K -159 Closed
TSWM
127
Tyler-Stone Wealth Management
Ohio
– -$8.87K -105 Closed
NMM
128
Naples Money Management
Florida
– -$8.46K -101 Closed
PB
129
Pinnacle Bancorp
Nebraska
– -$3.13K -37 Closed
T
130
Tidemark
California
– -$2.87K -34 Closed
CPG
131
Cornerstone Planning Group
New Jersey
– -$1.95K -25 Closed
AWM
132
Avior Wealth Management
Nebraska
– -$506 -6 Closed
2 3 4 5
6