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Invesco S&P 500 High Beta ETF
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Overview Fund Activity

54 hedge funds and large institutions have $141M invested in Invesco S&P 500 High Beta ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 18 closing their positions.

Holders
54
Holders Change
-11
Holders Change %
-16.92%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
18
Reduced
18
Closed
18
Calls
$644K
Puts
$213K
Net Calls
+$431K
Net Calls Change
+$294K

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$12.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.3M
3
RIM
3
Rampart Investment Management
Connecticut
$8.75M
4
VF
4
Virtu Financial
New York
$2.17M
5
RJA
5
Raymond James & Associates
Florida
$14.5M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
AG
2
Advisor Group
Arizona
$191K
3
BFG
3
Barber Financial Group
Kansas
$1.21M
4
AI
4
Atria Investments
North Carolina
$1.71M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFNAS
51
American Financial Network Advisory Services
California
$1.1K +$1.1K +43 New
BBPWM
52
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
CCMG
53
Clark Capital Management Group
Pennsylvania
– -$34.2M -805,233 Closed
BRWA
54
B. Riley Wealth Advisors
Florida
– -$1.87M -44,022 Closed
FA
55
FDx Advisors
Illinois
– -$1.34M -31,547 Closed
FAAS
56
First Allied Advisory Services
California
– -$1.23M -28,743 Closed
Goldman Sachs
57
Goldman Sachs
New York
– -$1.12M -26,377 Closed
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$818K -19,258 Closed
CAG
59
Csenge Advisory Group
Florida
– -$779K -18,334 Closed
WP
60
WealthSource Partners
California
– -$542K -12,764 Closed
SC
61
Scotia Capital
Ontario, Canada
– -$414K -9,750 Closed
NFG
62
Next Financial Group
Texas
– -$291K -6,840 Closed
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
– -$206K -4,865 Closed
US Bancorp
64
US Bancorp
Minnesota
– -$193K -4,545 Closed
GT
65
Glenmede Trust
Pennsylvania
– -$67K -1,600 Closed
SWP
66
Stratos Wealth Partners
Ohio
– -$32K -762 Closed
SPIA
67
Steward Partners Investment Advisory
New York
– -$17K -400 Closed
AAP
68
Arax Advisory Partners
Colorado
– -$15K -362 Closed
IA
69
IFP Advisors
Florida
– -$13K -300 Closed
CG
70
Cutler Group
California
– -$4K -100 Closed
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