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Invesco S&P 500 High Beta ETF

146 hedge funds and large institutions have $1.41B invested in Invesco S&P 500 High Beta ETF in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 37 reducing their positions, and 16 closing their positions.

Holders
146
Holders Change
+18
Holders Change %
+14.06%
% of All Funds
2.55%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
35
Increased
59
Reduced
37
Closed
16
Calls
$1.65M
Puts
$8.09M
Net Calls
-$6.44M
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
76
Koshinski Asset Management
Illinois
$1.09M -$471K -6,230 -30%
KWM
77
Kingsview Wealth Management
Oregon
$986K +$986K +12,918 New
EH
78
Equitable Holdings
New York
$950K +$104K +1,372 +12%
Millennium Management
79
Millennium Management
New York
$852K +$852K +11,270 New
CAL
80
Capital Advisors Ltd
Ohio
$818K +$58.9K +779 +8%
Bank of New York Mellon
81
Bank of New York Mellon
New York
$787K +$787K +10,420 New
AAS
82
Avantax Advisory Services
Texas
$719K +$151K +1,996 +27%
PFA
83
Plotkin Financial Advisors
Maryland
$669K -$28.6K -379 -4%
Barclays
84
Barclays
United Kingdom
$587K +$587K +7,768 New
SSCA
85
South Shore Capital Advisors
Massachusetts
$582K +$582K +7,700 New
PCM
86
Penserra Capital Management
California
$580K +$580K +7,680 New
FSA
87
Fort Sheridan Advisors
Illinois
$565K
PCP
88
Proficio Capital Partners
Massachusetts
$543K -$1.2M -15,887 -69%
HF
89
HRT Financial
New York
$526K +$526K +6,973 New
PCM
90
Prelude Capital Management
New York
$500K +$500K +6,617 New
HAS
91
HBW Advisory Services
California
$457K +$93.7K +1,241 +26%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$436K +$436K +5,789 New
SWA
93
Stratos Wealth Advisors
Ohio
$423K -$3.38M -44,734 -89%
FA
94
FDx Advisors
Illinois
$417K +$417K +5,515 New
MW
95
Marcum Wealth
Ohio
$416K -$605 -8 -0.1%
LWAC
96
Laurel Wealth Advisors (California)
California
$409K +$123K +1,627 +43%
HighTower Advisors
97
HighTower Advisors
Illinois
$394K +$68.1K +893 +21%
CIAS
98
Capital Investment Advisory Services
North Carolina
$382K +$60K +794 +19%
SAM
99
Synergy Asset Management
Washington
$379K -$2.9M -38,435 -88%
CPIG
100
Chicago Partners Investment Group
Illinois
$377K