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Invesco S&P 500 High Beta ETF

106 hedge funds and large institutions have $335M invested in Invesco S&P 500 High Beta ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-7
Holders Change %
-6.19%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
29
Reduced
35
Closed
21
Calls
$974K
Puts
$1.27M
Net Calls
-$296K
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WCG
51
Weaver Consulting Group
California
$512K -$75.6K -1,078 -13%
NEPPG
52
New England Professional Planning Group
Rhode Island
$501K +$631 +9 +0.1%
HighTower Advisors
53
HighTower Advisors
Illinois
$488K +$488K +6,963 New
Walleye Capital
54
Walleye Capital
New York
$462K +$462K +6,590 New
Citadel Advisors
55
Citadel Advisors
Florida
$453K +$453K +6,458 New
TPWA
56
TRUE Private Wealth Advisors
Oregon
$432K +$432K +6,165 New
AAS
57
Avantax Advisory Services
Texas
$409K -$50.1K -715 -11%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$384K
SWA
59
Stratos Wealth Advisors
Ohio
$383K +$32K +456 +9%
PFA
60
Plotkin Financial Advisors
Maryland
$371K
OPS
61
Orion Portfolio Solutions
Nebraska
$363K -$198K -2,822 -35%
BCI
62
Brinker Capital Investments
Pennsylvania
$363K -$198K -2,822 -35%
GI
63
Gradient Investments
Minnesota
$343K -$11.9K -170 -3%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$342K -$109K -1,558 -24%
TAM
65
Townsend Asset Management
North Carolina
$282K
TI
66
Trexquant Investment
Connecticut
$277K +$277K +3,950 New
SAM
67
Sequent Asset Management
Texas
$269K
Betterment LLC
68
Betterment LLC
New York
$263K +$5.12K +73 +2%
AC
69
Avant Capital
Louisiana
$259K -$421 -6 -0.2%
ASN
70
Advisory Services Network
Georgia
$243K -$195K -2,776 -44%
CFS
71
Commonwealth Financial Services
West Virginia
$241K +$241K +3,431 New
PAG
72
Private Advisory Group
Washington
$237K +$237K +3,381 New
XF
73
XML Financial
Maryland
$217K +$6.31K +90 +3%
SWP
74
Stratos Wealth Partners
Ohio
$200K -$17.7K -252 -8%
TWC
75
TD Waterhouse Canada
Ontario, Canada
$182K