Invesco S&P 500 High Beta ETF
SPHB
55 hedge funds and large institutions have $103M invested in Invesco S&P 500 High Beta ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 7 closing their positions.
7,167% more call options, than puts
Call options by funds: $218K | Put options by funds: $3K
184% more capital invested
Capital invested by funds: $36.4M → $103M (+$66.9M)
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
16.43% more ownership
Funds ownership: 55.26% → 71.7% (+16%)
8% more funds holding
Funds holding: 51 → 55 (+4)
6% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$25M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.7M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$7.6M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.92M |
| 5 |
RIM
Rampart Investment Management
Hartford,
Connecticut
|
+$2.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.41M |
| 2 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$1.6M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$772K |
| 4 |
Jane Street
New York
|
-$607K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$549K |
SPHB Hedge Fund Activity: Q2 2020 in Review
55 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Beta ETF (SPHB) for Q2 2020, worth a combined $103M — up 184% from $36.4M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SPHB positions and 7 closed out — a net gain of 4 holders — while 17 added to existing stakes and 16 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $25M. The largest seller was Raymond James & Associates, cutting an estimated $2.41M.
- 55 institutional investors held Invesco S&P 500 High Beta ETF (SPHB) as of Q2 2020, up from 51 in Q1 2020.
- Funds reported $103M of Invesco S&P 500 High Beta ETF stock for Q2 2020, up 184% quarter-over-quarter.
- 11 funds opened new Invesco S&P 500 High Beta ETF positions in Q2 2020 and 7 closed out, a net change of +4 holders.
- The largest Invesco S&P 500 High Beta ETF buyer in Q2 2020 was Morgan Stanley, an estimated $25M added.
- The largest Invesco S&P 500 High Beta ETF seller in Q2 2020 was Raymond James & Associates, an estimated $2.41M sold.
Based on aggregated 13F filings for Q2 2020.