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Invesco S&P 500 High Beta ETF

55 hedge funds and large institutions have $373M invested in Invesco S&P 500 High Beta ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 27 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-9
Holders Change %
-14.06%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
11
Reduced
27
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HCA
26
Heck Capital Advisors
Wisconsin
$835K +$677 +18 +0.1%
Ameriprise
27
Ameriprise
Minnesota
$816K -$1.39M -36,943 -63%
FF
28
Friedenthal Financial
New Jersey
$757K +$757K +20,148 New
BNP Paribas Financial Markets
29
BNP Paribas Financial Markets
France
$699K +$699K +18,583 New
VKH
30
Virtu KCG Holdings
New York
$693K +$282K +7,492 +68%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$691K -$81.3K -2,162 -11%
SC
32
Scotia Capital
Ontario, Canada
$632K -$284K -7,554 -31%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$626K -$64.7M -1,721,414 -99%
CWM
34
Cornerstone Wealth Management
Missouri
$507K -$17.1K -458 -3%
OIA
35
Optimum Investment Advisors
Illinois
$491K -$56.2K -1,495 -10%
AFP
36
Ausdal Financial Partners
Iowa
$458K +$10.7K +286 +2%
AIM
37
Advantage Investment Management
Iowa
$387K -$25.8K -686 -6%
TSS
38
Two Sigma Securities
New York
$347K +$347K +9,232 New
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$314K
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$161K -$467K -12,414 -74%
NFG
41
Next Financial Group
Texas
$143K +$84.2K +2,269 +143%
SEIA
42
Signature Estate & Investment Advisors
California
$103K -$4.65K -124 -4%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$95K +$21.7K +579 +30%
IA
44
IFP Advisors
Florida
$28K
Creative Planning
45
Creative Planning
Kansas
$23K -$1.83M -47,772 -99%
JWA
46
JFS Wealth Advisors
Pennsylvania
$22K
ASN
47
Advisory Services Network
Georgia
$17K +$17K +465 New
US Bancorp
48
US Bancorp
Minnesota
$12K -$318K -8,381 -96%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$8K +$8K +225 New
LYV
50
Live Your Vision
Pennsylvania
$4K +$39 +1 +1%