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Invesco S&P 500 High Beta ETF
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Overview Fund Activity

106 hedge funds and large institutions have $282M invested in Invesco S&P 500 High Beta ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 46 reducing their positions, and 19 closing their positions.

Holders
106
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
16
Reduced
46
Closed
19
Calls
–
Puts
$8.04M
Net Calls
-$8.04M
Net Calls Change
+$33.7M

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$24M
2
A
2
Allianz
Germany
$21.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$18.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$10.1M
5
CFS
5
Commonwealth Financial Services
West Virginia
$4.47M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.4M
2
LPL Financial
2
LPL Financial
California
$19.2M
3
VAS
3
Vestmark Advisory Solutions
Massachusetts
$0
4
GS
4
GTS Securities
New York
$0
5
CG
5
Cynosure Group
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$47.4M 485,901 -422,822 -47%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$24M 246,024 +237,881 +2,921%
A
3
Allianz
Germany
$21.8M 223,509 +223,509 New
Morgan Stanley
4
Morgan Stanley
New York
$20.4M 209,463 +40,417 +24%
LPL Financial
5
LPL Financial
California
$19.2M 197,363 -188,024 -49%
Goldman Sachs
6
Goldman Sachs
New York
$18.6M 190,334 +103,847 +120%
Raymond James Financial
7
Raymond James Financial
Florida
$15.6M 159,696 -448 -0.3%
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$13.9M 142,593 +17,300 +14%
Wells Fargo
9
Wells Fargo
California
$12.5M 128,590 +18,156 +16%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$10.2M 104,470 -32,579 -24%
Citadel Advisors
11
Citadel Advisors
Florida
$10.1M 103,569 +77,790 +302%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$4.88M 49,995 -3,469 -6%
CFS
13
Commonwealth Financial Services
West Virginia
$4.47M 45,863 +45,863 New
NAM
14
NTV Asset Management
West Virginia
$3.11M 31,869 -3,500 -10%
MML Investors Services
15
MML Investors Services
Massachusetts
$3.01M 30,874 -1,932 -6%
UBS Group
16
UBS Group
Switzerland
$2.97M 30,419 -10,845 -26%
HH
17
Hilltop Holdings
Texas
$2.57M 26,312 -33,703 -56%
AIC
18
Ayalon Insurance Company
Israel
$2.54M 26,021 – –
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$2.48M 25,406 -8,624 -25%
EFI
20
EHP Funds Inc
Canada
$2.08M 21,300 -13,500 -39%
SB
21
SIG Brokerage
New York
$1.95M 20,000 +20,000 New
AF
22
Abound Financial
California
$1.94M 19,853 +1 +0%
Creative Planning
23
Creative Planning
Kansas
$1.81M 18,509 -1,700 -8%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$1.46M 14,988 -600 -4%
AAS
25
Avantax Advisory Services
Texas
$1.46M 14,981 -21,750 -59%
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