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Invesco S&P 500 High Beta ETF
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Overview Fund Activity

36 hedge funds and large institutions have $539M invested in Invesco S&P 500 High Beta ETF in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
8
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$4.85M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.75M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.24M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$1.06M
5
TRCT
5
Tower Research Capital (TRC)
New York
$436K

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$324M
2
BTS
2
BB&T Securities
Virginia
$102M
3
U
3
UBS
Switzerland
$6.32M
4
SG Americas Securities
4
SG Americas Securities
New York
$324K
5
Morgan Stanley
5
Morgan Stanley
New York
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$223K +$223K +7,280 New
Citigroup
27
Citigroup
New York
$222K +$79.8K +2,606 +56%
Ameriprise
28
Ameriprise
Minnesota
$106K +$68K +2,232 +179%
HI
29
Hudock Inc
Pennsylvania
$35K -$8.62K -282 -20%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$28K – – –
AIG
31
American International Group
New York
$17.1K -$374K -12,229 -96%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$11K -$5.87K -200 -35%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$8K – – –
EU
34
Emory University
Georgia
$3K – – –
GI
35
Gradient Investments
Minnesota
$3K +$3K +87 New
Comerica Bank
36
Comerica Bank
Texas
– -$1.62M -59,816 Closed
VF
37
Virtu Financial
New York
– -$1.11M -41,134 Closed
DS
38
DRW Securities
Illinois
– -$965K -33,730 Closed
CA
39
Cetera Advisors
Colorado
– -$739K -27,350 Closed
BBHC
40
Brown Brothers Harriman & Co
New York
– -$432K -16,000 Closed
SMA
41
Simply Money Advisors
Ohio
– -$54K -2,005 Closed
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