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Invesco S&P 500 High Beta ETF

36 hedge funds and large institutions have $143M invested in Invesco S&P 500 High Beta ETF in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 11 closing their positions.

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
6
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIG
26
American International Group
New York
$127K -$9.97K -292 -7%
JWA
27
JFS Wealth Advisors
Pennsylvania
$50K -$2.14K -63 -4%
MCM
28
Manchester Capital Management
Vermont
$41K +$41K +1,200 New
WA
29
Waverly Advisors
Alabama
$40K
NPC
30
National Planning Corporation
California
$32.9K +$32.9K +1,000 New
Creative Planning
31
Creative Planning
Kansas
$22K
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$6K -$2.31M -68,265 -100%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$1K
BWA
34
Burt Wealth Advisors
Maryland
$1K +$1K +5 New
BRWA
35
B. Riley Wealth Advisors
Florida
$189 +$189 +5,538 New
CCMG
36
Clark Capital Management Group
Pennsylvania
-$16.8M -505,472 Closed
FIM
37
Freedom Investment Management
Connecticut
-$1.9M -57,362 Closed
PI
38
Placemark Investments
Illinois
-$1.66M -50,139 Closed
VF
39
Virtu Financial
New York
-$1.39M -41,887 Closed
FF
40
Friedenthal Financial
New Jersey
-$1.26M -38,041 Closed
TRCT
41
Tower Research Capital (TRC)
New York
-$1.1M -33,170 Closed
Jane Street
42
Jane Street
New York
-$705K -21,244 Closed
ACM
43
Argentus Capital Management
Texas
-$561K -16,924 Closed
BTS
44
BB&T Securities
Virginia
-$5.41M -16,301 Closed
US Bancorp
45
US Bancorp
Minnesota
-$94K -2,836 Closed
Ameriprise
46
Ameriprise
Minnesota
-$20K -597 Closed