Invesco S&P 500 High Beta ETF
SPHB
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.
277% more capital invested
Capital invested by funds: $70.2M → $265M (+$195M)
257% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 7
41% more funds holding
Funds holding: 44 → 62 (+18)
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
20.24% more ownership
Funds ownership: 45.02% → 65.25% (+20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$57M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$52.6M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$39.1M |
| 4 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$6.66M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$5.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Glovista Investments
Jersey City,
New Jersey
|
-$5.16M |
| 2 |
TSS
Two Sigma Securities
New York
|
-$2.71M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.86M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.35M |
| 5 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$961K |
SPHB Hedge Fund Activity: Q4 2017 in Review
62 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Beta ETF (SPHB) for Q4 2017, worth a combined $265M — up 277% from $70.2M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SPHB positions and 7 closed out — a net gain of 18 holders — while 15 added to existing stakes and 11 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $57M. The largest seller was Glovista Investments, exiting entirely with an estimated $5.16M sold.
- 62 institutional investors held Invesco S&P 500 High Beta ETF (SPHB) as of Q4 2017, up from 44 in Q3 2017.
- Funds reported $265M of Invesco S&P 500 High Beta ETF stock for Q4 2017, up 277% quarter-over-quarter.
- 25 funds opened new Invesco S&P 500 High Beta ETF positions in Q4 2017 and 7 closed out, a net change of +18 holders.
- The largest Invesco S&P 500 High Beta ETF buyer in Q4 2017 was Ladenburg Thalmann Financial Services, an estimated $57M added.
- The largest Invesco S&P 500 High Beta ETF seller in Q4 2017 was Glovista Investments, an estimated $5.16M sold.
Based on aggregated 13F filings for Q4 2017.