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Invesco S&P 500 High Beta ETF

115 hedge funds and large institutions have $691M invested in Invesco S&P 500 High Beta ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

19% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 36

23% less call options, than puts

Call options by funds: $949K | Put options by funds: $1.23M

Holders
115
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
$949K
Puts
$1.23M
Net Calls
Net Calls Change

Top Sellers

1 -$3.92M
2 -$2.24M
3 -$2.08M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.84M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$437K
52
$427K
53
$424K
54
$422K
55
$379K
56
$373K
57
$357K
58
$354K
59
$345K
60
$338K
61
$330K
62
$317K
63
$309K
64
$285K
65
$276K
66
$276K
67
$273K
68
$273K
69
$265K
70
$257K
71
$251K
72
$244K
73
$240K
74
$239K
75
$230K