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Invesco S&P 500 High Beta ETF

132 hedge funds and large institutions have $399M invested in Invesco S&P 500 High Beta ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 31 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

13% more funds holding

Funds holding: 117132 (+15)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $407M → $399M (-$8.16M)

13.91% less ownership

Funds ownership: 83.16%69.25% (-14%)

16% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 37

81% less call options, than puts

Call options by funds: $351K | Put options by funds: $1.87M

Holders
132
Holders Change
+15
Holders Change %
+12.82%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
31
Reduced
37
Closed
14
Calls
$351K
Puts
$1.87M
Net Calls
-$1.52M
Net Calls Change
-$445K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.52M +$1.43M +12,581 +140%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$2.47M +$340K +2,987 +16%
WA
28
Winter & Associates
Minnesota
$2.43M +$2.36M +20,737 New
FPAS
29
Focus Partners Advisor Solutions
Missouri
$2.43M -$901K -7,908 -28%
TA
30
Tactive Advisors
Florida
$2.4M -$302K -2,655 -11%
SB
31
SIG Brokerage
New York
$2.34M
AF
32
Abound Financial
California
$2.11M -$129K -1,133 -6%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2M +$237K +2,080 +14%
EFI
34
EHP Funds Inc
Canada
$1.81M -$364K -3,200 -17%
Creative Planning
35
Creative Planning
Kansas
$1.78M
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$1.75M +$712K +6,249 +72%
EGA
37
E&G Advisors
Texas
$1.7M -$28.5K -250 -2%
Osaic Holdings
38
Osaic Holdings
Arizona
$1.58M -$1.42M -12,439 -48%
KAS
39
Kestra Advisory Services
Texas
$1.49M -$188K -1,648 -11%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.4M -$30.8M -270,716 -96%
DADC
41
D.A. Davidson & Co
Montana
$1.2M -$15.8K -139 -1%
AP
42
Advisors Preferred
Maryland
$1.1M +$11.4K +100 +1%
SF
43
Seros Financial
Arizona
$1.08M
TPWA
44
TRUE Private Wealth Advisors
Oregon
$1.04M +$797K +7,000 +368%
SFS
45
Sowell Financial Services
Arkansas
$1.04M +$1.01M +8,860 New
SAM
46
Sequent Asset Management
Texas
$1.01M
Mariner
47
Mariner
Kansas
$1M -$197K -1,729 -17%
HH
48
Hilltop Holdings
Texas
$899K -$5.61M -49,236 -86%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$776K +$755K +6,631 New
SWA
50
Stratos Wealth Advisors
Ohio
$678K +$11.3K +99 +2%