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Invesco S&P 500 High Beta ETF
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Overview Fund Activity

132 hedge funds and large institutions have $827M invested in Invesco S&P 500 High Beta ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 48 reducing their positions, and 29 closing their positions.

Holders
132
Holders Change
-14
Holders Change %
-9.59%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.11%
New
17
Increased
50
Reduced
48
Closed
29
Calls
$903K
Puts
$54.6M
Net Calls
-$53.7M
Net Calls Change
-$47.2M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$231M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$20.5M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$7.19M
4
BFIC
4
Bedell Frazier Investment Counselling
California
$6.29M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$19.2M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$1.53M
2
AP
2
Advisors Preferred
Maryland
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$29.7M
4
RIG
4
RiverFront Investment Group
Virginia
$6.25M
5
Morgan Stanley
5
Morgan Stanley
New York
$45M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$4.74M +$26.4K +361 +0.6%
WCG
27
Weaver Consulting Group
California
$4.71M +$916K +12,531 +24%
USCWA
28
U.S. Capital Wealth Advisors
Texas
$4.13M +$4.13M +56,559 New
SA
29
Stewardship Advisors
Pennsylvania
$4.07M -$1.91M -26,072 -32%
PAG
30
Private Advisor Group
New Jersey
$4.03M -$420K -5,749 -9%
Goldman Sachs
31
Goldman Sachs
New York
$3.69M -$557K -7,614 -13%
Stifel Financial
32
Stifel Financial
Missouri
$3.33M +$279K +3,821 +9%
GM
33
GeoWealth Management
Illinois
$2.9M +$1.54M +21,009 +112%
DWA
34
Delos Wealth Advisors
Texas
$2.79M +$528K +7,228 +23%
EGA
35
E&G Advisors
Texas
$2.75M +$2.75M +37,552 New
Truist Financial
36
Truist Financial
North Carolina
$2.69M -$41.7K -571 -2%
VAS
37
Vestmark Advisory Solutions
Massachusetts
$2.47M +$244K +3,333 +11%
SC
38
Scotia Capital
Ontario, Canada
$2.47M +$131K +1,787 +6%
GSC
39
G&S Capital
Colorado
$2.42M -$2.57M -35,109 -52%
OAM
40
Oppenheimer Asset Management
New York
$2.34M -$139K -1,902 -6%
Jane Street
41
Jane Street
New York
$2.23M +$2.23M +30,499 New
ACP
42
Aviance Capital Partners
Florida
$2.19M – – –
Barclays
43
Barclays
United Kingdom
$2.18M +$1.61M +21,981 +283%
KAS
44
Kestra Advisory Services
Texas
$2.17M -$2.14M -29,264 -50%
NA
45
NewEdge Advisors
Louisiana
$2.13M +$859K +11,750 +67%
FSA
46
Financial Services Advisory
Maryland
$2.05M -$3.73K -51 -0.2%
AWM
47
AE Wealth Management
Kansas
$2.03M -$3.18M -43,532 -61%
TFA
48
Teamwork Financial Advisors
Texas
$1.93M -$3.18M -43,523 -62%
MA
49
Mutual Advisors
Nebraska
$1.87M -$101K -1,388 -5%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.65M +$372K +5,093 +29%
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