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Invesco S&P 500 High Beta ETF

113 hedge funds and large institutions have $402M invested in Invesco S&P 500 High Beta ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

7.9% more ownership

Funds ownership: 58.31%66.21% (+7.9%)

4% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $1.16M

18% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 38

Holders
113
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.21M
Puts
$1.16M
Net Calls
Net Calls Change

Top Buyers

1 +$75.8M
2 +$28M
3 +$14.2M
4
WWM
WJ Wealth Management
Arizona
+$8.52M
5
Morgan Stanley
Morgan Stanley
New York
+$5.34M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$496K
52
$482K
53
$481K
54
$480K
55
$457K
56
$457K
57
$448K
58
$411K
59
$411K
60
$411K
61
$408K
62
$406K
63
$391K
64
$381K
65
$355K
66
$350K
67
$350K
68
$331K
69
$314K
70
$312K
71
$289K
72
$282K
73
$270K
74
$260K
75
$257K