Invesco S&P 500 High Beta ETF
SPHB
125 hedge funds and large institutions have $374M invested in Invesco S&P 500 High Beta ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 15 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
133% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 15
18% more funds holding
Funds holding: 106 → 125 (+19)
12% more capital invested
Capital invested by funds: $335M → $374M (+$39.6M)
0.44% less ownership
Funds ownership: 64.52% → 64.08% (-0.44%)
11% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 38
27% less call options, than puts
Call options by funds: $2.54M | Put options by funds: $3.47M
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$30.7M |
| 2 |
Morgan Stanley
New York
|
+$20.7M |
| 3 |
SC
Sykon Capital
Harrison,
New York
|
+$9.44M |
| 4 |
FIS
Fischer Investment Strategies
Westlake Village,
California
|
+$7.87M |
| 5 |
Jane Street
New York
|
+$5.74M |
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$63M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$22M |
| 3 |
LPL Financial
San Diego,
California
|
-$8.72M |
| 4 |
Goldman Sachs
New York
|
-$5.34M |
| 5 |
HF
HRT Financial
New York
|
-$4.72M |
SPHB Hedge Fund Activity: Q4 2023 in Review
125 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Beta ETF (SPHB) for Q4 2023, worth a combined $374M — up 12% from $335M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new SPHB positions and 15 closed out — a net gain of 20 holders — while 34 added to existing stakes and 38 trimmed.
The largest buyer was Bank of America, adding an estimated $30.7M. The largest seller was Wells Fargo, cutting an estimated $63M.
- 125 institutional investors held Invesco S&P 500 High Beta ETF (SPHB) as of Q4 2023, up from 106 in Q3 2023.
- Funds reported $374M of Invesco S&P 500 High Beta ETF stock for Q4 2023, up 12% quarter-over-quarter.
- 35 funds opened new Invesco S&P 500 High Beta ETF positions in Q4 2023 and 15 closed out, a net change of +20 holders.
- The largest Invesco S&P 500 High Beta ETF buyer in Q4 2023 was Bank of America, an estimated $30.7M added.
- The largest Invesco S&P 500 High Beta ETF seller in Q4 2023 was Wells Fargo, an estimated $63M sold.
Based on aggregated 13F filings for Q4 2023.