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Invesco S&P 500 High Beta ETF

132 hedge funds and large institutions have $399M invested in Invesco S&P 500 High Beta ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 31 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

13% more funds holding

Funds holding: 117132 (+15)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $407M → $399M (-$8.16M)

13.91% less ownership

Funds ownership: 83.16%69.25% (-14%)

16% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 37

81% less call options, than puts

Call options by funds: $351K | Put options by funds: $1.87M

Holders
132
Holders Change
+15
Holders Change %
+12.82%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
31
Reduced
37
Closed
14
Calls
$351K
Puts
$1.87M
Net Calls
-$1.52M
Net Calls Change
-$445K
Name Holding Trade Value Shares
Change
Change in
Stake
CW
51
CreativeOne Wealth
Kansas
$647K +$630K +5,533 New
LFS
52
Legacy Financial Strategies
Kansas
$643K
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$605K
WCG
54
Weaver Consulting Group
California
$600K -$59.2K -520 -9%
HKIMG
55
Hutchens & Kramer Investment Management Group
Indiana
$598K +$582K +5,112 New
Jane Street
56
Jane Street
New York
$585K -$478K -4,197 -46%
QWM
57
Quadcap Wealth Management
Texas
$570K
P
58
&Partners
Tennessee
$566K -$17.1K -150 -7%
SAM
59
Secure Asset Management
Michigan
$566K +$236K +2,075 +75%
Comerica Bank
60
Comerica Bank
Texas
$557K -$9.45K -83 -2%
PFA
61
Plotkin Financial Advisors
Maryland
$544K
OWMIAS
62
One Wealth Management Investment & Advisory Services
Florida
$483K -$7.4K -65 -2%
PAG
63
Private Advisor Group
New Jersey
$482K +$2.51K +22 +0.5%
DT
64
DV Trading
Illinois
$477K +$464K +4,075 New
TAM
65
Townsend Asset Management
North Carolina
$472K
KWM
66
KFG Wealth Management
Indiana
$458K +$446K +3,916 New
Stifel Financial
67
Stifel Financial
Missouri
$451K +$136K +1,191 +45%
AWA
68
Adapt Wealth Advisors
Georgia
$447K +$436K +3,824 New
Renaissance Technologies
69
Renaissance Technologies
New York
$444K -$1.62M -14,200 -79%
RWA
70
Reicon Wealth Advisors
Georgia
$433K +$422K +3,706 New
AC
71
Avant Capital
Louisiana
$425K +$23.8K +209 +6%
NEPPG
72
New England Professional Planning Group
Rhode Island
$422K +$683 +6 +0.2%
FWM
73
Fingerlakes Wealth Management
New York
$417K
OAM
74
Oppenheimer Asset Management
New York
$416K -$7.97K -70 -2%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$363K