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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 %
EGA
26
E&G Advisors
Texas
$1.44M 14,815 -9,179 -38%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.31M 13,411 -1,936 -13%
Stifel Financial
28
Stifel Financial
Missouri
$1.28M 13,168 -5,862 -31%
SFS
29
Sowell Financial Services
Arkansas
$1.28M 13,100 +13,100 New
KAS
30
Kestra Advisory Services
Texas
$1.18M 12,049 +3,156 +35%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$1.09M 11,263 +2,496 +28%
BHBT
32
Burke & Herbert Bank & Trust
Virginia
$1.05M 10,740 -300 -3%
DADC
33
D.A. Davidson & Co
Montana
$1.02M 10,448 -3,107 -23%
AWS
34
Atria Wealth Solutions
New York
$1M 10,289 +10,289 New
PA
35
PFG Advisors
Arizona
$971K 9,953 -865 -8%
Ameriprise
36
Ameriprise
Minnesota
$940K 9,634 -227 -2%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$934K 9,574 -13,059 -58%
Osaic Holdings
38
Osaic Holdings
Arizona
$922K 10,458 -2,743 -21%
SF
39
Seros Financial
Arizona
$899K 9,220 – –
Renaissance Technologies
40
Renaissance Technologies
New York
$839K 8,600 -29,500 -77%
TPWA
41
TRUE Private Wealth Advisors
Oregon
$808K 8,280 +8,280 New
AWM
42
AE Wealth Management
Kansas
$767K 7,863 +7,686 +4,342%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$671K 6,878 -1,050 -13%
WCG
44
Weaver Consulting Group
California
$600K 6,149 -40 -0.6%
SWA
45
Stratos Wealth Advisors
Ohio
$569K 5,829 +212 +4%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$548K 5,618 +32 +0.6%
QWM
47
Quadcap Wealth Management
Texas
$547K 5,606 – –
LFS
48
Legacy Financial Strategies
Kansas
$536K 5,500 – –
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$504K 5,172 – –
Comerica Bank
50
Comerica Bank
Texas
$473K 4,848 -712 -13%
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