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Invesco S&P 500 High Beta ETF

136 hedge funds and large institutions have $383M invested in Invesco S&P 500 High Beta ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

44% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 32

22% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $951K

3% more funds holding

Funds holding: 132136 (+4)

4% less capital invested

Capital invested by funds: $399M → $383M (-$16.6M)

6.16% less ownership

Funds ownership: 69.25%63.09% (-6.2%)

Holders
136
Holders Change
+4
Holders Change %
+3.03%
% of All Funds
1.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
31
Increased
46
Reduced
32
Closed
21
Calls
$1.16M
Puts
$951K
Net Calls
+$209K
Net Calls Change
+$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
QWM
76
Quadcap Wealth Management
Texas
$404K -$168K -1,390 -29%
FPGK
77
Financial Partners Group (Kansas)
Kansas
$398K +$415K +3,432 New
AC
78
Avant Capital
Louisiana
$393K -$30K -248 -7%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$376K +$16.9K +140 +5%
RWA
80
Reicon Wealth Advisors
Georgia
$364K -$68.8K -569 -15%
OAM
81
Oppenheimer Asset Management
New York
$364K -$51.2K -423 -12%
RFP
82
RCS Financial Planning
Maryland
$361K +$377K +3,117 New
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$350K
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$342K +$357K +2,948 New
SA
85
Sanctuary Advisors
Indiana
$330K
SWP
86
Stratos Wealth Partners
Ohio
$327K +$10.4K +86 +3%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$320K +$134K +1,110 +67%
Focus Partners Wealth
88
Focus Partners Wealth
Massachusetts
$314K
BHBT
89
Burke & Herbert Bank & Trust
Virginia
$307K
IWM
90
IHT Wealth Management
Illinois
$304K -$1.33K -11 -0.4%
MFN
91
Midwest Financial Network
Illinois
$285K +$297K +2,459 New
XF
92
XML Financial
Maryland
$285K -$75.3K -622 -20%
Betterment LLC
93
Betterment LLC
New York
$275K +$38.2K +316 +15%
ASN
94
Advisory Services Network
Georgia
$269K -$12.1K -100 -4%
CIA
95
Concurrent Investment Advisors
Florida
$267K
KWM
96
KFG Wealth Management
Indiana
$262K -$201K -1,660 -42%
VR
97
Valued Retirements
Texas
$252K +$263K +2,170 New
D.E. Shaw & Co
98
D.E. Shaw & Co
New York
$251K -$60.5K -500 -19%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$244K +$238K +1,971 +1,439%
IFG
100
Independent Financial Group
California
$235K +$3.02K +25 +1%