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Invesco S&P 500 High Beta ETF

115 hedge funds and large institutions have $407M invested in Invesco S&P 500 High Beta ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

3% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 32

61% less call options, than puts

Call options by funds: $681K | Put options by funds: $1.76M

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
$681K
Puts
$1.76M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFS
51
Legacy Financial Strategies
Kansas
$604K
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$568K
QWM
53
Quadcap Wealth Management
Texas
$535K
Comerica Bank
54
Comerica Bank
Texas
$532K
PFA
55
Plotkin Financial Advisors
Maryland
$511K
IWC
56
Integrated Wealth Concepts
Massachusetts
$507K
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$482K
SA
58
Sanctuary Advisors
Indiana
$473K
OWMIAS
59
One Wealth Management Investment & Advisory Services
Florida
$460K
PAG
60
Private Advisor Group
New Jersey
$450K
TAM
61
Townsend Asset Management
North Carolina
$443K
OAM
62
Oppenheimer Asset Management
New York
$398K
NEPPG
63
New England Professional Planning Group
Rhode Island
$395K
FWM
64
Fingerlakes Wealth Management
New York
$391K
AC
65
Avant Capital
Louisiana
$376K
IWM
66
IHT Wealth Management
Illinois
$349K
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$341K
SAM
68
Secure Asset Management
Michigan
$307K
MWM
69
MGB Wealth Management
Texas
$302K
SWP
70
Stratos Wealth Partners
Ohio
$300K
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$297K
Stifel Financial
72
Stifel Financial
Missouri
$293K
XF
73
XML Financial
Maryland
$273K
ASN
74
Advisory Services Network
Georgia
$265K
QAM
75
Q3 Asset Management
Michigan
$256K