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Invesco S&P 500 High Beta ETF

125 hedge funds and large institutions have $369M invested in Invesco S&P 500 High Beta ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
1.82%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
35
Reduced
48
Closed
16
Calls
$9.19M
Puts
$8.36M
Net Calls
+$827K
Net Calls Change
+$1.66M
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
26
Ayalon Insurance Company
Israel
$2.2M
HF
27
HRT Financial
New York
$2.12M -$972K -11,516 -31%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$2.03M +$1.19M +14,102 +142%
IWC
29
Integrated Wealth Concepts
Massachusetts
$1.86M +$1.47M +17,406 +380%
TI
30
Tidal Investments
Wisconsin
$1.85M +$1.09M +12,901 +144%
Creative Planning
31
Creative Planning
Kansas
$1.79M -$134K -1,589 -7%
CAG
32
Csenge Advisory Group
Florida
$1.69M -$70.8K -838 -4%
DADC
33
D.A. Davidson & Co
Montana
$1.67M -$484K -5,735 -22%
AAS
34
Avantax Advisory Services
Texas
$1.53M -$129K -1,530 -8%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.38M +$522K +6,174 +60%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$1.23M -$494K -5,850 -29%
AG
37
Ascent Group
Virginia
$1.21M -$90.4K -1,070 -7%
KAS
38
Kestra Advisory Services
Texas
$1.13M -$243K -2,881 -18%
BHBT
39
Burke & Herbert Bank & Trust
Virginia
$1.09M +$1.09M +12,920 New
PAG
40
Private Advisor Group
New Jersey
$1.04M -$3.89K -46 -0.4%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$1.04M +$101K +1,193 +11%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$1.04M +$1.04M +12,288 New
PA
43
PFG Advisors
Arizona
$1M -$6.84K -81 -0.7%
FTUS
44
Flow Traders U.S.
New York
$855K +$517K +6,120 +153%
CAL
45
Capital Advisors Ltd
Ohio
$848K
LFS
46
Legacy Financial Strategies
Kansas
$815K -$81K -950 -9%
PCP
47
Proficio Capital Partners
Massachusetts
$761K -$247K -2,921 -24%
Citadel Advisors
48
Citadel Advisors
Florida
$757K -$6.25M -73,952 -89%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$742K +$162K +1,902 +28%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$733K -$17.9M -211,547 -96%