SPHB icon

Invesco S&P 500 High Beta ETF

65 hedge funds and large institutions have $84.6M invested in Invesco S&P 500 High Beta ETF in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
65
Holders Change
+15
Holders Change %
+30%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
22
Increased
15
Reduced
13
Closed
6
Calls
$1.8M
Puts
$1.37M
Net Calls
+$431K
Net Calls Change
+$4.5M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$17.9M 383,686 +64,467 +20%
Morgan Stanley
2
Morgan Stanley
New York
$11.4M 243,733 +28,850 +13%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$7.81M 167,486 +141,350 +541%
RIM
4
Rampart Investment Management
Connecticut
$7.63M 163,648 +163,648 New
GCA
5
Greenwood Capital Associates
South Carolina
$5.56M 119,246 -3,994 -3%
Goldman Sachs
6
Goldman Sachs
New York
$3.77M 80,741 +58,715 +267%
RJA
7
Raymond James & Associates
Florida
$2.93M 62,906 +2,899 +5%
UBS Group
8
UBS Group
Switzerland
$2.88M 61,701 -1,745 -3%
Wells Fargo
9
Wells Fargo
California
$2.21M 47,469 -294 -0.6%
PAG
10
Private Advisor Group
New Jersey
$1.92M 41,111 +23,508 +134%
LPL Financial
11
LPL Financial
California
$1.73M 37,018 +13,464 +57%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.68M 36,039 +6,970 +24%
BCM
13
Barometer Capital Management
Ontario, Canada
$1.6M 34,200 +34,200 New
SA
14
Shilanski & Associates
Alaska
$1.3M 27,950 -634 -2%
Barclays
15
Barclays
United Kingdom
$1.22M 26,130 +26,130 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.21M 25,949 +8,130 +46%
BSAM
17
Blue Sky Asset Management
Colorado
$1.04M 22,389 +22,389 New
OAM
18
Oppenheimer Asset Management
New York
$914K 19,591 +227 +1%
CRCM
19
Corbett Road Capital Management
Virginia
$780K 16,719 +16,719 New
AI
20
Atria Investments
North Carolina
$772K 16,547 +16,547 New
Ameriprise
21
Ameriprise
Minnesota
$759K 16,278 +2,590 +19%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$731K 15,679 -4,082 -21%
SFS
23
Sowell Financial Services
Arkansas
$654K 14,014 +13,969 +31,042%
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$600K 12,920 +12,920 New
MML Investors Services
25
MML Investors Services
Massachusetts
$566K 12,132 -3,112 -20%