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Invesco S&P 500 High Beta ETF
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Overview Fund Activity

128 hedge funds and large institutions have $1.12B invested in Invesco S&P 500 High Beta ETF in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
128
Holders Change
+27
Holders Change %
+26.73%
% of All Funds
2.25%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.14%
New
38
Increased
58
Reduced
20
Closed
10
Calls
$2.72M
Puts
$3.07M
Net Calls
-$358K
Net Calls Change
-$988K

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$432M
2
Bank of America
2
Bank of America
North Carolina
$105M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$76.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$27.3M
5
LPL Financial
5
LPL Financial
California
$28.8M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$717K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$622K
4
CWG
4
Cornerstone Wealth Group
North Carolina
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$622K -$4.53M -65,082 -88%
CG
77
Cutler Group
California
$622K +$549K +7,900 +752%
Wolverine Trading
78
Wolverine Trading
Illinois
$530K +$530K +7,616 New
AAS
79
Avantax Advisory Services
Texas
$522K +$522K +7,521 New
FSA
80
Fort Sheridan Advisors
Illinois
$520K +$520K +7,478 New
TI
81
Trexquant Investment
Connecticut
$406K +$406K +5,833 New
VAS
82
Vestmark Advisory Solutions
Massachusetts
$405K +$8.35K +120 +2%
KOC
83
Koss-Olinger Consulting
Florida
$385K +$385K +5,540 New
MW
84
Marcum Wealth
Ohio
$383K +$383K +5,509 New
CPIG
85
Chicago Partners Investment Group
Illinois
$371K +$371K +5,172 New
HAS
86
HBW Advisory Services
California
$335K +$335K +4,812 New
HighTower Advisors
87
HighTower Advisors
Illinois
$299K +$299K +4,270 New
CIAS
88
Capital Investment Advisory Services
North Carolina
$296K +$41.3K +594 +16%
OIA
89
Optimum Investment Advisors
Illinois
$290K +$290K +4,174 New
KA
90
Kovack Advisors
Florida
$284K -$61.8K -889 -18%
TAM
91
Townsend Asset Management
North Carolina
$280K +$70 +1 +0%
LWAC
92
Laurel Wealth Advisors (California)
California
$263K +$263K +3,780 New
SFS
93
Sowell Financial Services
Arkansas
$227K +$25.7K +344 +13%
NEPPG
94
New England Professional Planning Group
Rhode Island
$220K +$220K +2,941 New
DI
95
DFPG Investments
Utah
$205K -$120K -1,694 -37%
TPWA
96
TRUE Private Wealth Advisors
Oregon
$203K +$203K +2,921 New
TC
97
TownSquare Capital
Utah
$200K -$103K -1,479 -34%
Simplex Trading
98
Simplex Trading
Illinois
$139K +$139K +2,000 New
NFG
99
Next Financial Group
Texas
$136K -$1.4K -20 -1%
MCC
100
Money Concepts Capital
Florida
$133K +$42.9K +619 +48%
2 3
4
5 6