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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

113 hedge funds and large institutions have $402M invested in Invesco S&P 500 High Beta ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 18 closing their positions.

Holders
113
Holders Change
+11
Holders Change %
+10.78%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
31
Increased
31
Reduced
38
Closed
18
Calls
$1.21M
Puts
$1.16M
Net Calls
+$47K
Net Calls Change
-$5.18M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$101M
2
LPL Financial
2
LPL Financial
California
$55.2M
3
Bank of America
3
Bank of America
North Carolina
$72.4M
4
WWM
4
WJ Wealth Management
Arizona
$8.52M
5
Morgan Stanley
5
Morgan Stanley
New York
$19.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$13.5M
2
Ameriprise
2
Ameriprise
Minnesota
$3.04M
3
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$845K
5
PAG
5
Private Advisor Group
New Jersey
$844K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$101M 1,436,689 +1,083,036 +306%
Bank of America
2
Bank of America
North Carolina
$72.4M 1,034,960 +203,630 +24%
LPL Financial
3
LPL Financial
California
$55.2M 788,690 +400,896 +103%
MML Investors Services
4
MML Investors Services
Massachusetts
$25.8M 368,292 +2,835 +0.8%
Morgan Stanley
5
Morgan Stanley
New York
$19.1M 273,521 +76,294 +39%
RJA
6
Raymond James & Associates
Florida
$13.9M 199,390 -31,187 -14%
Goldman Sachs
7
Goldman Sachs
New York
$13.5M 193,443 -103,707 -35%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.8M 169,003 +67,499 +66%
WWM
9
WJ Wealth Management
Arizona
$8.52M 121,718 +121,718 New
Osaic Holdings
10
Osaic Holdings
Arizona
$6.94M 99,229 +57,275 +137%
NAM
11
NTV Asset Management
West Virginia
$5.73M 81,930 – –
WQ
12
Wealth Quarterback
New Jersey
$4.72M 67,443 -7,775 -10%
AIC
13
Ayalon Insurance Company
Israel
$4.35M 62,151 +40,142 +182%
DSN
14
D. Scott Neal
Kentucky
$3.7M 52,865 -8,776 -14%
VAS
15
Vestmark Advisory Solutions
Massachusetts
$3.32M 47,518 +20,703 +77%
Ameriprise
16
Ameriprise
Minnesota
$3.04M 43,504 -93,457 -68%
UBS Group
17
UBS Group
Switzerland
$2.89M 41,287 -2,153 -5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.18M 31,188 +450 +1%
EGA
19
E&G Advisors
Texas
$2.13M 30,387 -1,500 -5%
DADC
20
D.A. Davidson & Co
Montana
$1.72M 24,545 -641 -3%
NA
21
NewEdge Advisors
Louisiana
$1.72M 24,529 -14,889 -38%
IWM
22
IHT Wealth Management
Illinois
$1.56M 22,245 +193 +0.9%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.54M 22,011 +7,703 +54%
HF
24
HRT Financial
New York
$1.54M 21,987 -5,646 -20%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$1.49M 21,328 +21,328 New
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