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Invesco S&P 500 High Beta ETF

38 hedge funds and large institutions have $260M invested in Invesco S&P 500 High Beta ETF in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
10
Increased
12
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
26
B. Riley Wealth Advisors
Florida
$239K +$49K +1,430 +26%
AIG
27
American International Group
New York
$69.3K -$58.2K -1,696 -46%
MCM
28
Manchester Capital Management
Vermont
$41K
BCMIO
29
Beacon Capital Management Inc (Ohio)
Ohio
$40K +$40K +1,163 New
Creative Planning
30
Creative Planning
Kansas
$22K
JWA
31
JFS Wealth Advisors
Pennsylvania
$20K -$31.2K -896 -61%
US Bancorp
32
US Bancorp
Minnesota
$20K +$20K +580 New
AIM
33
Advantage Investment Management
Iowa
$15K +$15K +450 New
BWA
34
Burt Wealth Advisors
Maryland
$10K +$9.83K +295 +5,900%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$8K +$8K +222 New
IWM
36
Integrated Wealth Management
California
$6K +$6K +200 New
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$1K
RJFSA
38
Raymond James Financial Services Advisors
Florida
-$3.89M -114,082 Closed
CAN
39
Cetera Advisor Networks
California
-$3.46M -101,095 Closed
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
-$1.08M -31,659 Closed
RIG
41
RiverFront Investment Group
Virginia
-$645K -18,896 Closed
OC
42
Oppenheimer & Co
New York
-$347K -10,168 Closed
HFS
43
HL Financial Services
Kentucky
-$202K -5,921 Closed
WA
44
Waverly Advisors
Alabama
-$40K -1,165 Closed
NPC
45
National Planning Corporation
California
-$32.9K -1,000 Closed