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Invesco S&P 500 High Beta ETF
SPHB

Overview Fund Activity

115 hedge funds and large institutions have $691M invested in Invesco S&P 500 High Beta ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
21
Increased
29
Reduced
36
Closed
8
Calls
$949K
Puts
$1.23M
Net Calls
-$283K
Net Calls Change
-$3.13M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$17.1M
2
QAM
2
Q3 Asset Management
Michigan
$11.2M
3
EFI
3
EHP Funds Inc
Canada
$8.7M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$12.7M
5
HH
5
Hilltop Holdings
Texas
$5.02M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$10.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$10.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$24.8M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$1.36M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.42M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$458M 5,172 – –
Wells Fargo
2
Wells Fargo
California
$32.3M 364,548 -3,578 -1%
Morgan Stanley
3
Morgan Stanley
New York
$24.8M 280,297 -23,464 -8%
Raymond James Financial
4
Raymond James Financial
Florida
$17.1M 192,777 +192,777 New
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$12.7M 143,151 +48,002 +50%
LPL Financial
6
LPL Financial
California
$11.8M 133,493 -10,406 -7%
QAM
7
Q3 Asset Management
Michigan
$11.2M 126,823 +126,823 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$10.7M 120,917 -44,259 -27%
Goldman Sachs
9
Goldman Sachs
New York
$10.6M 119,423 -25,214 -17%
Bank of America
10
Bank of America
North Carolina
$9.21M 103,857 +14,155 +16%
EFI
11
EHP Funds Inc
Canada
$8.7M 98,100 +98,100 New
Jane Street
12
Jane Street
New York
$6.99M 78,800 +6,759 +9%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$5.32M 59,986 +13,338 +29%
HH
14
Hilltop Holdings
Texas
$5.02M 56,665 +47,345 +508%
Ameriprise
15
Ameriprise
Minnesota
$4.95M 55,815 +1,699 +3%
AAS
16
Avantax Advisory Services
Texas
$4.02M 45,297 +31,993 +240%
NAM
17
NTV Asset Management
West Virginia
$3.61M 40,754 -4,221 -9%
UBS Group
18
UBS Group
Switzerland
$3.41M 38,501 +675 +2%
MML Investors Services
19
MML Investors Services
Massachusetts
$3.14M 35,444 -1,474 -4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.91M 32,866 +4,788 +17%
CIAS
21
Capital Investment Advisory Services
North Carolina
$2.76M 31,102 +1,640 +6%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$2.42M 27,281 -20,622 -43%
AIC
23
Ayalon Insurance Company
Israel
$2.31M 26,021 – –
EGA
24
E&G Advisors
Texas
$2.26M 25,529 -575 -2%
Creative Planning
25
Creative Planning
Kansas
$1.82M 20,509 -711 -3%
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