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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

65 hedge funds and large institutions have $207M invested in Invesco S&P 500 High Beta ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
13
Reduced
30
Closed
9
Calls
$351K
Puts
$214K
Net Calls
+$137K
Net Calls Change
-$1.54M

Top Buyers

1
BFG
1
Barber Financial Group
Kansas
$16.1M
2
AI
2
Atria Investments
North Carolina
$7.99M
3
LPL Financial
3
LPL Financial
California
$3.48M
4
AIA
4
Allegis Investment Advisors
Idaho
$1.72M
5
BCM
5
Barometer Capital Management
Ontario, Canada
$6.52M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.77M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$34.2M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$39.8M
4
AG
4
Advisor Group
Arizona
$27.1M
5
GCA
5
Greenwood Capital Associates
South Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$39.8M 938,347 -459,313 -33%
CCMG
2
Clark Capital Management Group
Pennsylvania
$34.2M 805,233 -482,721 -37%
AG
3
Advisor Group
Arizona
$27.1M 638,398 -321,750 -34%
BFG
4
Barber Financial Group
Kansas
$16.1M 379,271 +379,271 New
RJA
5
Raymond James & Associates
Florida
$13M 306,689 +8,795 +3%
AI
6
Atria Investments
North Carolina
$7.99M 187,903 +187,903 New
CCP
7
Cardan Capital Partners
Colorado
$7.02M 165,120 +2,022 +1%
BCM
8
Barometer Capital Management
Ontario, Canada
$6.52M 153,400 +37,100 +32%
RIM
9
Rampart Investment Management
Connecticut
$5.49M 129,132 -1,610 -1%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$5.39M 126,845 +5,931 +5%
Morgan Stanley
11
Morgan Stanley
New York
$4M 94,061 -9,802 -9%
Bank of America
12
Bank of America
North Carolina
$3.77M 88,688 -547,286 -86%
LPL Financial
13
LPL Financial
California
$3.48M 81,969 +41,883 +104%
Wells Fargo
14
Wells Fargo
California
$2.95M 69,307 -11,540 -14%
Jane Street
15
Jane Street
New York
$2.76M 64,817 -34,729 -35%
CCT
16
Country Club Trust
Missouri
$2.57M 60,394 -1,485 -2%
UBS Group
17
UBS Group
Switzerland
$2.5M 58,816 +24,923 +74%
BRWA
18
B. Riley Wealth Advisors
Florida
$1.87M 44,022 -18,597 -30%
AIA
19
Allegis Investment Advisors
Idaho
$1.72M 40,450 +40,450 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.59M 37,341 -9,929 -21%
APA
21
American Portfolios Advisors
New York
$1.49M 35,002 -4,890 -12%
FA
22
FDx Advisors
Illinois
$1.34M 31,547 -9,006 -22%
FAAS
23
First Allied Advisory Services
California
$1.23M 28,743 -18,417 -39%
Goldman Sachs
24
Goldman Sachs
New York
$1.12M 26,377 +26,377 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.1M 25,815 +18 +0.1%
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