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Invesco S&P 500 High Beta ETF

136 hedge funds and large institutions have $383M invested in Invesco S&P 500 High Beta ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

44% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 32

22% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $951K

3% more funds holding

Funds holding: 132136 (+4)

4% less capital invested

Capital invested by funds: $399M → $383M (-$16.6M)

6.16% less ownership

Funds ownership: 69.25%63.09% (-6.2%)

Holders
136
Holders Change
+4
Holders Change %
+3.03%
% of All Funds
1.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
31
Increased
46
Reduced
32
Closed
21
Calls
$1.16M
Puts
$951K
Net Calls
+$209K
Net Calls Change
+$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$84.1M +$1.88M +15,502 +2%
LPL Financial
2
LPL Financial
California
$27.7M +$2.03M +16,800 +8%
Morgan Stanley
3
Morgan Stanley
New York
$25.9M +$2.14M +17,697 +9%
AFS
4
Axiom Financial Strategies
Indiana
$24.6M +$9.97M +82,383 +63%
NA
5
NewEdge Advisors
Louisiana
$16.4M +$17.1M +141,109 +271,363%
Wells Fargo
6
Wells Fargo
California
$13.7M -$31.9M -263,473 -69%
Citadel Advisors
7
Citadel Advisors
Florida
$12.8M +$3.29M +27,235 +33%
UBS Group
8
UBS Group
Switzerland
$10.8M +$2.58M +21,287 +30%
Bank of America
9
Bank of America
North Carolina
$9M -$3.19M -26,339 -25%
PCP
10
Proficio Capital Partners
Massachusetts
$8.55M +$8.92M +73,718 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8.49M -$1.21M -10,027 -12%
Raymond James Financial
12
Raymond James Financial
Florida
$8.18M +$361K +2,983 +4%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$7.46M +$4.31M +35,632 +118%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$7.01M -$6.05M -50,010 -45%
JF
15
Jump Financial
Illinois
$6.19M +$6.46M +53,427 New
FGA
16
Fortis Group Advisors
New Jersey
$5.86M +$1.07M +8,826 +25%
BWM
17
BNB Wealth Management
Maryland
$4.84M +$797K +6,590 +19%
CAG
18
Csenge Advisory Group
Florida
$4.11M +$4.29M +35,467 New
Ameriprise
19
Ameriprise
Minnesota
$4.01M -$18.9M -156,203 -82%
PA
20
PFG Advisors
Arizona
$3.81M -$10.2M -84,421 -72%
HKIMG
21
Hutchens & Kramer Investment Management Group
Indiana
$3.61M +$3.15M +26,044 +509%
FTUS
22
Flow Traders U.S.
New York
$3.54M +$3.7M +30,572 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$3.43M +$823K +6,806 +30%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.4M +$937K +7,742 +36%
WA
25
Winter & Associates
Minnesota
$3.39M +$982K +8,115 +39%