Invesco S&P 500 High Beta ETF
SPHB
62 hedge funds and large institutions have $406M invested in Invesco S&P 500 High Beta ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 11 closing their positions.
661% more capital invested
Capital invested by funds: $53.4M → $406M (+$353M)
145% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 11
66.74% more ownership
Funds ownership: 59.29% → 126.03% (+67%)
35% more funds holding
Funds holding: 46 → 62 (+16)
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$127M |
| 2 |
Goldman Sachs
New York
|
+$44M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$42.2M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$35.9M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$32.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$3.26M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$871K |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
-$715K |
| 4 |
AFNAS
American Financial Network Advisory Services
Calabasas,
California
|
-$654K |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$478K |
SPHB Hedge Fund Activity: Q1 2019 in Review
62 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Beta ETF (SPHB) for Q1 2019, worth a combined $406M — up 661% from $53.4M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SPHB positions and 11 closed out — a net gain of 16 holders — while 15 added to existing stakes and 12 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $127M. The largest seller was Virtu Financial, exiting entirely with an estimated $3.26M sold.
- 62 institutional investors held Invesco S&P 500 High Beta ETF (SPHB) as of Q1 2019, up from 46 in Q4 2018.
- Funds reported $406M of Invesco S&P 500 High Beta ETF stock for Q1 2019, up 661% quarter-over-quarter.
- 27 funds opened new Invesco S&P 500 High Beta ETF positions in Q1 2019 and 11 closed out, a net change of +16 holders.
- The largest Invesco S&P 500 High Beta ETF buyer in Q1 2019 was Envestnet Asset Management, an estimated $127M added.
- The largest Invesco S&P 500 High Beta ETF seller in Q1 2019 was Virtu Financial, an estimated $3.26M sold.
Based on aggregated 13F filings for Q1 2019.