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Invesco S&P 500 High Beta ETF

106 hedge funds and large institutions have $282M invested in Invesco S&P 500 High Beta ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

65% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 46

77% less call options, than puts

Call options by funds: $1.98M | Put options by funds: $8.47M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
106
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.98M
Puts
$8.47M
Net Calls
Net Calls Change

Top Sellers

1 -$41.2M
2 -$18.3M
3 -$7.44M
4
GS
GTS Securities
New York
-$5.09M
5
CG
Cynosure Group
Utah
-$4.97M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$459K
PFA
52
Plotkin Financial Advisors
Maryland
$454K
Walleye Trading
53
Walleye Trading
New York
$449K
OWMIAS
54
One Wealth Management Investment & Advisory Services
Florida
$407K
TAM
55
Townsend Asset Management
North Carolina
$393K
SAM
56
Sequent Asset Management
Texas
$372K
OAM
57
Oppenheimer Asset Management
New York
$368K
NEPPG
58
New England Professional Planning Group
Rhode Island
$350K
FWM
59
Fingerlakes Wealth Management
New York
$347K
IWM
60
IHT Wealth Management
Illinois
$330K
SWP
61
Stratos Wealth Partners
Ohio
$324K
FPAS
62
Focus Partners Advisor Solutions
Missouri
$311K
GI
63
Gradient Investments
Minnesota
$309K
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$303K
AC
65
Avant Capital
Louisiana
$301K
MWM
66
MGB Wealth Management
Texas
$283K
SAM
67
Secure Asset Management
Michigan
$277K
Focus Partners Wealth
68
Focus Partners Wealth
Massachusetts
$264K
ASN
69
Advisory Services Network
Georgia
$248K
XF
70
XML Financial
Maryland
$243K
HighTower Advisors
71
HighTower Advisors
Illinois
$241K
Betterment LLC
72
Betterment LLC
New York
$240K
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$229K
GWP
74
Gateway Wealth Partners
Wisconsin
$215K
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$213K