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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

62 hedge funds and large institutions have $265M invested in Invesco S&P 500 High Beta ETF in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
62
Holders Change
+18
Holders Change %
+40.91%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
25
Increased
15
Reduced
11
Closed
7
Calls
$1.68M
Puts
–
Net Calls
+$1.68M
Net Calls Change
+$949K

Top Buyers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$59.4M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$54.7M
3
AG
3
Advisor Group
Arizona
$40.8M
4
CCP
4
Cardan Capital Partners
Colorado
$6.93M
5
RJA
5
Raymond James & Associates
Florida
$12.7M

Top Sellers

1
GI
1
Glovista Investments
New Jersey
$0
2
TSS
2
Two Sigma Securities
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$27M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
ACM
5
Avalon Capital Management
California
$593K
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$59.4M 1,397,660 +1,396,527 +123,259%
CCMG
2
Clark Capital Management Group
Pennsylvania
$54.7M 1,287,954 +1,287,954 New
AG
3
Advisor Group
Arizona
$40.8M 960,148 +956,974 +30,150%
Bank of America
4
Bank of America
North Carolina
$27M 635,974 -45,492 -7%
RJA
5
Raymond James & Associates
Florida
$12.7M 297,894 +142,260 +91%
CCP
6
Cardan Capital Partners
Colorado
$6.93M 163,098 +163,098 New
RIM
7
Rampart Investment Management
Connecticut
$5.56M 130,742 +111,302 +573%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.14M 120,914 +120,914 New
BCM
9
Barometer Capital Management
Ontario, Canada
$4.94M 116,300 +82,000 +239%
Morgan Stanley
10
Morgan Stanley
New York
$4.41M 103,863 +16,209 +18%
Jane Street
11
Jane Street
New York
$4.23M 99,546 +99,546 New
Wells Fargo
12
Wells Fargo
California
$3.44M 80,847 +2,010 +3%
BRWA
13
B. Riley Wealth Advisors
Florida
$2.66M 62,619 +62,619 New
CCT
14
Country Club Trust
Missouri
$2.63M 61,879 +18,214 +42%
GCA
15
Greenwood Capital Associates
South Carolina
$2.48M 58,404 +58,404 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.01M 47,270 +2,886 +7%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2M 47,127 -4,883 -9%
FAAS
18
First Allied Advisory Services
California
$2M 47,160 +47,160 New
CAG
19
Csenge Advisory Group
Florida
$1.87M 44,064 +44,064 New
FA
20
FDx Advisors
Illinois
$1.72M 40,553 +40,553 New
LPL Financial
21
LPL Financial
California
$1.7M 40,086 +18,828 +89%
APA
22
American Portfolios Advisors
New York
$1.7M 39,892 +39,892 New
UBS Group
23
UBS Group
Switzerland
$1.44M 33,893 +2,341 +7%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.4M 32,899 -14,826 -31%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.16M 27,319 +27,319 New
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