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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
1.67%
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
FPAS
26
Focus Partners Advisor Solutions
Missouri
$3.34M +$973K +8,045 +39%
NAM
27
NTV Asset Management
West Virginia
$3.16M -$310K -2,566 -9%
AIC
28
Ayalon Insurance Company
Israel
$3.13M +$113K +930 +4%
JP Morgan Chase
29
JP Morgan Chase
New York
$2.99M -$2.8M -23,140 -46%
MML Investors Services
30
MML Investors Services
Massachusetts
$2.63M -$134K -1,104 -5%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$2.6M +$155K +1,285 +6%
GS
32
GTS Securities
New York
$2.57M +$2.68M +22,150 New
SB
33
SIG Brokerage
New York
$2.32M
AF
34
Abound Financial
California
$2.07M -$18.9K -156 -0.9%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$2.05M +$64.7K +535 +3%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.97M +$426K +3,521 +26%
CFS
37
Commonwealth Financial Services
West Virginia
$1.86M +$1.94M +16,012 New
Creative Planning
38
Creative Planning
Kansas
$1.78M +$21.9K +181 +1%
EGA
39
E&G Advisors
Texas
$1.68M -$12.1K -100 -0.7%
EH
40
Equitable Holdings
New York
$1.58M +$1.38M +11,376 +535%
HH
41
Hilltop Holdings
Texas
$1.56M +$700K +5,788 +75%
KAS
42
Kestra Advisory Services
Texas
$1.47M -$7.5K -62 -0.5%
DADC
43
D.A. Davidson & Co
Montana
$1.18M -$10.2K -84 -0.8%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.15M -$254K -2,097 -17%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1.03M -$727K -6,005 -40%
SFS
46
Sowell Financial Services
Arkansas
$1.02M -$6.65K -55 -0.6%
NWM
47
Nova Wealth Management
Florida
$1.01M +$1.06M +8,730 New
Mariner
48
Mariner
Kansas
$1.01M +$12.6K +104 +1%
Jane Street
49
Jane Street
New York
$922K +$357K +2,950 +59%
P
50
&Partners
Tennessee
$917K +$548K +4,533 +220%