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Invesco S&P 500 High Beta ETF
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Overview Fund Activity

125 hedge funds and large institutions have $374M invested in Invesco S&P 500 High Beta ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 15 closing their positions.

Holders
125
Holders Change
+19
Holders Change %
+17.92%
% of All Funds
1.83%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
35
Increased
34
Reduced
38
Closed
15
Calls
$2.54M
Puts
$3.47M
Net Calls
-$929K
Net Calls Change
-$633K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$67M
2
Morgan Stanley
2
Morgan Stanley
New York
$43.7M
3
SC
3
Sykon Capital
New York
$10.8M
4
FIS
4
Fischer Investment Strategies
California
$9M
5
Jane Street
5
Jane Street
New York
$6.56M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$39.2M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$7.5M
3
LPL Financial
3
LPL Financial
California
$26.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.06M
5
HF
5
HRT Financial
New York
$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$829K +$378K +4,589 +84%
CAL
52
Capital Advisors Ltd
Ohio
$828K – – –
Renaissance Technologies
53
Renaissance Technologies
New York
$733K +$733K +8,900 New
TI
54
Tidal Investments
Wisconsin
$733K +$733K +8,895 New
WCG
55
Weaver Consulting Group
California
$590K -$11.7K -142 -2%
NEPPG
56
New England Professional Planning Group
Rhode Island
$589K +$577 +7 +0.1%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$580K +$178K +2,158 +44%
TI
58
Trexquant Investment
Connecticut
$576K +$250K +3,039 +77%
IA
59
IFP Advisors
Florida
$569K -$575K -6,981 -50%
Vontobel Holding
60
Vontobel Holding
Switzerland
$510K +$510K +6,182 New
IWM
61
IHT Wealth Management
Illinois
$504K -$1.16M -14,051 -70%
AAS
62
Avantax Advisory Services
Texas
$482K +$824 +10 +0.2%
WA
63
Win Advisors
Florida
$479K +$479K +5,815 New
OWMIAS
64
One Wealth Management Investment & Advisory Services
Florida
$471K +$471K +5,722 New
GWP
65
Gateway Wealth Partners
Wisconsin
$465K +$465K +5,640 New
SWA
66
Stratos Wealth Advisors
Ohio
$450K +$330 +4 +0.1%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$449K +$284K +3,408 +171%
PFA
68
Plotkin Financial Advisors
Maryland
$436K – – –
Simplex Trading
69
Simplex Trading
Illinois
$432K +$432K +5,254 New
Bank of New York Mellon
70
Bank of New York Mellon
New York
$423K +$423K +5,139 New
CAN
71
Cetera Advisor Networks
California
$412K -$448K -5,432 -52%
QWM
72
Quadcap Wealth Management
Texas
$404K +$404K +4,900 New
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$404K +$404K +4,900 New
HighTower Advisors
74
HighTower Advisors
Illinois
$397K -$171K -2,095 -30%
TPWA
75
TRUE Private Wealth Advisors
Oregon
$396K -$112K -1,357 -22%
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