Invesco S&P 500 High Beta ETF
SPHB
118 hedge funds and large institutions have $233M invested in Invesco S&P 500 High Beta ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 8 closing their positions.
200% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 8
166% more capital inflows, than outflows
Capital inflows: $62.2M | Capital outflows: $23.4M
13% more funds holding
Funds holding: 104 → 118 (+14)
0.37% more ownership
Funds ownership: 62.91% → 63.28% (+0.37%)
19% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 36
23% less call options, than puts
Call options by funds: $949K | Put options by funds: $1.23M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Q3 Asset Management
Birmingham,
Michigan
|
+$11.5M |
| 2 |
EHP Funds Inc
Toronto,
Canada
|
+$8.91M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$4.36M |
| 4 |
Hilltop Holdings
Dallas,
Texas
|
+$4.3M |
| 5 |
Avantax Advisory Services
Dallas,
Texas
|
+$2.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.02M |
| 2 |
Goldman Sachs
New York
|
-$2.29M |
| 3 |
Morgan Stanley
New York
|
-$2.13M |
| 4 |
D.E. Shaw & Co
New York
|
-$1.89M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.87M |
SPHB Hedge Fund Activity: Q4 2024 in Review
118 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 High Beta ETF (SPHB) for Q4 2024, worth a combined $233M — up 8% from $216M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new SPHB positions and 8 closed out — a net gain of 16 holders — while 29 added to existing stakes and 36 trimmed.
The largest buyer was Q3 Asset Management, opening a new position worth an estimated $11.5M. The largest seller was Royal Bank of Canada, cutting an estimated $4.02M.
- 118 institutional investors held Invesco S&P 500 High Beta ETF (SPHB) as of Q4 2024, up from 104 in Q3 2024.
- Funds reported $233M of Invesco S&P 500 High Beta ETF stock for Q4 2024, up 8% quarter-over-quarter.
- 24 funds opened new Invesco S&P 500 High Beta ETF positions in Q4 2024 and 8 closed out, a net change of +16 holders.
- The largest Invesco S&P 500 High Beta ETF buyer in Q4 2024 was Q3 Asset Management, an estimated $11.5M added.
- The largest Invesco S&P 500 High Beta ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $4.02M sold.
Based on aggregated 13F filings for Q4 2024.