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Invesco S&P 500 High Beta ETF

132 hedge funds and large institutions have $827M invested in Invesco S&P 500 High Beta ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 48 reducing their positions, and 29 closing their positions.

Holders
132
Holders Change
-14
Holders Change %
-9.59%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.11%
New
17
Increased
50
Reduced
48
Closed
29
Calls
$903K
Puts
$54.6M
Net Calls
-$53.7M
Net Calls Change
-$47.2M
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
76
Advisory Services Network
Georgia
$626K +$392K +5,368 +168%
HAS
77
HBW Advisory Services
California
$618K +$175K +2,400 +40%
FTUS
78
Flow Traders U.S.
New York
$579K -$3.3M -45,181 -85%
TPWA
79
TRUE Private Wealth Advisors
Oregon
$560K -$6.25M -85,521 -92%
SWA
80
Stratos Wealth Advisors
Ohio
$557K +$148K +2,019 +36%
FSA
81
Fort Sheridan Advisors
Illinois
$547K
FA
82
FDx Advisors
Illinois
$535K +$132K +1,806 +33%
LWAC
83
Laurel Wealth Advisors (California)
California
$443K +$47.3K +647 +12%
CPIG
84
Chicago Partners Investment Group
Illinois
$418K
MW
85
Marcum Wealth
Ohio
$410K +$8.32K +114 +2%
CIAS
86
Capital Investment Advisory Services
North Carolina
$376K +$6.94K +95 +2%
NEPPG
87
New England Professional Planning Group
Rhode Island
$356K +$31.5K +400 +10%
Kovitz Investment Group Partners
88
Kovitz Investment Group Partners
Illinois
$344K +$344K +4,700 New
FANJ
89
Financial Architects (New Jersey)
New Jersey
$340K -$1.29M -17,690 -79%
VWM
90
Vigilare Wealth Management
Arizona
$338K +$134K +1,835 +66%
PCP
91
Proficio Capital Partners
Massachusetts
$304K -$221K -3,021 -42%
PAG
92
Private Advisory Group
Washington
$303K +$303K +4,141 New
TAM
93
Townsend Asset Management
North Carolina
$294K
LFS
94
Legacy Financial Strategies
Kansas
$292K +$75.3K +1,030 +35%
HighTower Advisors
95
HighTower Advisors
Illinois
$287K -$90.4K -1,237 -24%
OIA
96
Optimum Investment Advisors
Illinois
$279K -$7.54K -103 -3%
PA
97
Procyon Advisors
Connecticut
$277K +$277K +3,795 New
CG
98
Cutler Group
California
$270K +$270K +3,700 New
AWA
99
Acorn Wealth Advisors
Michigan
$265K +$13.6K +186 +5%
AIP
100
Ahrens Investment Partners
Louisiana
$238K -$22.3K -305 -9%