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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

146 hedge funds and large institutions have $1.41B invested in Invesco S&P 500 High Beta ETF in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 37 reducing their positions, and 16 closing their positions.

Holders
146
Holders Change
+18
Holders Change %
+14.06%
% of All Funds
2.55%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
35
Increased
59
Reduced
37
Closed
16
Calls
$1.65M
Puts
$8.09M
Net Calls
-$6.44M
Net Calls Change
-$6.09M

Top Buyers

1
AP
1
Advisors Preferred
Maryland
$35.5M
2
Bank of America
2
Bank of America
North Carolina
$149M
3
LPL Financial
3
LPL Financial
California
$58.7M
4
AWM
4
Affinity Wealth Management
Delaware
$27.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$54.9M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.39M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$67M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.8M
5
FS
5
Ferguson Shapiro
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$490M 6,480,812 +264,395 +4%
Bank of America
2
Bank of America
North Carolina
$149M 1,970,116 +465,946 +31%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$101M 1,332,471 +230,347 +21%
Morgan Stanley
4
Morgan Stanley
New York
$67M 886,926 -109,083 -11%
LPL Financial
5
LPL Financial
California
$58.7M 776,529 +362,814 +88%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$54.9M 726,622 +334,111 +85%
Wells Fargo
7
Wells Fargo
California
$39.8M 526,853 +153,981 +41%
AP
8
Advisors Preferred
Maryland
$35.5M 465,590 +465,590 New
RIG
9
RiverFront Investment Group
Virginia
$30.6M 405,060 -9,139 -2%
AWM
10
Affinity Wealth Management
Delaware
$27.1M 373,476 +373,476 New
OC
11
Oppenheimer & Co
New York
$25M 330,555 +42,398 +15%
SPC
12
Sigma Planning Corp
Michigan
$23M 303,976 +67,664 +29%
DSN
13
D. Scott Neal
Kentucky
$21.1M 279,567 +36,547 +15%
RJA
14
Raymond James & Associates
Florida
$20.3M 269,144 +28,500 +12%
MML Investors Services
15
MML Investors Services
Massachusetts
$14.2M 187,810 +32,536 +21%
Osaic Holdings
16
Osaic Holdings
Arizona
$11.8M 156,416 -90,044 -37%
CPA
17
Clear Perspective Advisors
Illinois
$10.6M 140,806 -5,486 -4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$10.5M 138,615 +30,337 +28%
DRS
19
Deane Retirement Strategies
Louisiana
$9.8M 129,663 +3,302 +3%
Ameriprise
20
Ameriprise
Minnesota
$9.53M 126,146 +70,838 +128%
NAM
21
NTV Asset Management
West Virginia
$7.48M 98,980 +135 +0.1%
TPWA
22
TRUE Private Wealth Advisors
Oregon
$7.04M 93,188 +90,267 +3,090%
UBS Group
23
UBS Group
Switzerland
$6.79M 89,857 +26,491 +42%
SAS
24
SMI Advisory Services
Indiana
$6.77M 89,622 +7,980 +10%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$6.76M 89,407 +2,989 +3%
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