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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

36 hedge funds and large institutions have $379M invested in Invesco S&P 500 High Beta ETF in 2013 Q2 according to their latest regulatory filings, with 36 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
36
Holders Change
+36
Holders Change %
–
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
36
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$294M
2
RJA
2
Raymond James & Associates
Florida
$20.1M
3
Bank of America
3
Bank of America
North Carolina
$19.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$15.4M
5
AFS
5
Aft Forsyth & Sober
Florida
$5.2M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$294M 11,826,371 +11,826,371 New
RJA
2
Raymond James & Associates
Florida
$20.1M 811,390 +811,390 New
Bank of America
3
Bank of America
North Carolina
$19.2M 775,544 +775,544 New
Morgan Stanley
4
Morgan Stanley
New York
$15.4M 622,068 +622,068 New
AFS
5
Aft Forsyth & Sober
Florida
$5.2M 209,350 +209,350 New
PI
6
Placemark Investments
Illinois
$4M 161,018 +161,018 New
Wells Fargo
7
Wells Fargo
California
$3.59M 144,793 +144,793 New
DS
8
DRW Securities
Illinois
$1.9M 76,390 +76,390 New
U
9
UBS
Switzerland
$1.74M 70,278 +70,278 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.73M 69,652 +69,652 New
Comerica Bank
11
Comerica Bank
Texas
$1.51M 60,625 +60,625 New
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$1.49M 60,142 +60,142 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.27M 51,092 +51,092 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.19M 47,996 +47,996 New
AI
15
Atria Investments
North Carolina
$1.12M 44,931 +44,931 New
LPL Financial
16
LPL Financial
California
$1.11M 44,803 +44,803 New
SC
17
Scotia Capital
Ontario, Canada
$1.06M 42,751 +42,751 New
SNC
18
Stifel Nicolaus & Co
Missouri
$726K 29,240 +29,240 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$653K 26,310 +26,310 New
CA
20
Cetera Advisors
Colorado
$573K 23,105 +23,105 New
LPT
21
Legacy Private Trust
Wisconsin
$548K 22,069 +22,069 New
AIG
22
American International Group
New York
$317K 12,787 +12,787 New
JWA
23
JFS Wealth Advisors
Pennsylvania
$235K 9,454 +9,454 New
SG Americas Securities
24
SG Americas Securities
New York
$225K 9,048 +9,048 New
BTS
25
BB&T Securities
Virginia
$85.1K 342,678 +342,678 New
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