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Invesco S&P 500 High Beta ETF

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.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

5.56% less ownership

Funds ownership: 91.43%85.87% (-5.6%)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

Holders
36
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$43.5M
2 -$8.7M
3 -$6.14M
4
SG Americas Securities
SG Americas Securities
New York
-$4.16M
5
Morgan Stanley
Morgan Stanley
New York
-$3.31M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$223K
27
$222K
28
$106K
29
$35K
30
$28K
31
$17.1K
32
$11K
33
$8K
34
$3K
35
$3K
36
37
38
39
40
41