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Invesco S&P 500 High Beta ETF

136 hedge funds and large institutions have $383M invested in Invesco S&P 500 High Beta ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

44% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 32

22% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $951K

3% more funds holding

Funds holding: 132136 (+4)

4% less capital invested

Capital invested by funds: $399M → $383M (-$16.6M)

6.16% less ownership

Funds ownership: 69.25%63.09% (-6.2%)

Holders
136
Holders Change
+4
Holders Change %
+3.03%
% of All Funds
1.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
31
Increased
46
Reduced
32
Closed
21
Calls
$1.16M
Puts
$951K
Net Calls
+$209K
Net Calls Change
+$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
51
TRUE Private Wealth Advisors
Oregon
$892K -$147K -1,213 -14%
HI
52
Hyundai Investments
South Korea
$846K +$565K +4,669 +159%
SF
53
Seros Financial
Arizona
$754K -$328K -2,713 -29%
MCA
54
Magnolia Capital Advisors
Mississippi
$744K +$776K +6,417 New
HF
55
HRT Financial
New York
$702K +$733K +6,056 New
SWA
56
Stratos Wealth Advisors
Ohio
$673K +$726 +6 +0.1%
AIM
57
Advyzon Investment Management
Illinois
$657K +$686K +5,670 New
BEI
58
Benjamin Edwards Inc
Missouri
$642K +$670K +5,541 New
CW
59
CreativeOne Wealth
Kansas
$642K
LFS
60
Legacy Financial Strategies
Kansas
$638K
Koshinski Asset Management
61
Koshinski Asset Management
Illinois
$600K
WCG
62
Weaver Consulting Group
California
$595K
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$553K +$576K +4,765 New
IWC
64
Integrated Wealth Concepts
Massachusetts
$542K +$566K +4,676 New
PFA
65
Plotkin Financial Advisors
Maryland
$514K -$25.9K -214 -5%
GWP
66
Gateway Wealth Partners
Wisconsin
$500K +$223K +1,846 +75%
PAG
67
Private Advisor Group
New Jersey
$485K +$6.65K +55 +1%
AWA
68
Adapt Wealth Advisors
Georgia
$470K +$27.9K +231 +6%
SAI
69
Savvy Advisors Inc
New York
$469K +$489K +4,045 New
OWMIAS
70
One Wealth Management Investment & Advisory Services
Florida
$469K -$10.3K -85 -2%
TAM
71
Townsend Asset Management
North Carolina
$468K +$121 +1 +0%
Stifel Financial
72
Stifel Financial
Missouri
$442K -$5.32K -44 -1%
NEPPG
73
New England Professional Planning Group
Rhode Island
$419K +$847 +7 +0.2%
FWM
74
Fingerlakes Wealth Management
New York
$413K
XT
75
XTX Topco
Cayman Islands
$407K +$425K +3,511 New