SPHB icon

Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

141 hedge funds and large institutions have $962M invested in Invesco S&P 500 High Beta ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 18 closing their positions.

Holders
141
Holders Change
+9
Holders Change %
+6.82%
% of All Funds
2.18%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
27
Increased
54
Reduced
41
Closed
18
Calls
$916K
Puts
$72.2M
Net Calls
-$71.3M
Net Calls Change
-$17.6M

Top Buyers

1
BBA
1
Braun-Bostich & Associates
Pennsylvania
$28.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$26.4M
3
RIG
3
RiverFront Investment Group
Virginia
$20.3M
4
Wells Fargo
4
Wells Fargo
California
$43.4M
5
FSA
5
Financial Services Advisory
Maryland
$10.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$235M
3
DRS
3
Deane Retirement Strategies
Louisiana
$0
4
DSN
4
D. Scott Neal
Kentucky
$12.9M
5
CPA
5
Clear Perspective Advisors
Illinois
$3.21M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$235M 2,970,958 -190,299 -6%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$102M 1,286,310 +9,716 +0.8%
LPL Financial
3
LPL Financial
California
$73M 923,207 +87,657 +10%
Morgan Stanley
4
Morgan Stanley
New York
$53.7M 679,013 +62,872 +10%
Wells Fargo
5
Wells Fargo
California
$43.4M 549,233 +116,148 +27%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$33.7M 426,742 +20,741 +5%
AWM
7
Affinity Wealth Management
Delaware
$28.7M 374,580 +349 +0.1%
BBA
8
Braun-Bostich & Associates
Pennsylvania
$28.7M 374,580 +374,580 New
Goldman Sachs
9
Goldman Sachs
New York
$26.4M 333,607 +283,156 +561%
RJA
10
Raymond James & Associates
Florida
$25.4M 321,508 +36,518 +13%
MML Investors Services
11
MML Investors Services
Massachusetts
$22.2M 281,256 +18,154 +7%
RIG
12
RiverFront Investment Group
Virginia
$20.3M 256,966 +171,537 +201%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$17.2M 217,127 +69,744 +47%
OC
14
Oppenheimer & Co
New York
$13.4M 169,740 -1,953 -1%
DSN
15
D. Scott Neal
Kentucky
$12.9M 163,737 -116,707 -42%
Osaic Holdings
16
Osaic Holdings
Arizona
$10.9M 137,483 +62,453 +83%
FSA
17
Financial Services Advisory
Maryland
$10.5M 155,041 +127,007 +453%
LFA
18
Legend Financial Advisors
Pennsylvania
$8.13M 102,819 +102,819 New
SAS
19
SMI Advisory Services
Indiana
$7.87M 99,601 +4,417 +5%
Ameriprise
20
Ameriprise
Minnesota
$7.57M 95,820 -66,609 -41%
NAM
21
NTV Asset Management
West Virginia
$7.45M 94,305 -9,785 -9%
BFIC
22
Bedell Frazier Investment Counselling
California
$7.05M 89,189 +3,185 +4%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$6.28M 79,517 -9,495 -11%
Bank of Nova Scotia
24
Bank of Nova Scotia
Ontario, Canada
$6.2M 78,400 +78,400 New
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$5.95M 75,263 -23,039 -23%
1
2 3 4 5