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Invesco S&P 500 High Beta ETF

113 hedge funds and large institutions have $362M invested in Invesco S&P 500 High Beta ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
Holders Change %
0%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
29
Reduced
49
Closed
17
Calls
$1.3M
Puts
$12.7M
Net Calls
-$11.4M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Shares
Change %
TWC
76
TD Waterhouse Canada
Ontario, Canada
$196K
TRCT
77
Tower Research Capital (TRC)
New York
$186K -$1.43M -18,702 -88%
US Bancorp
78
US Bancorp
Minnesota
$183K +$132K +1,730 +258%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$151K -$44.8K -585 -23%
OP
80
ORG Partners
Indiana
$145K +$145K +1,888 New
RDFA
81
Ritter Daniher Financial Advisory
Ohio
$130K
PA
82
Parallel Advisors
California
$101K
Fidelity Investments
83
Fidelity Investments
Massachusetts
$77.1K +$67.5K +883 +701%
Simplex Trading
84
Simplex Trading
Illinois
$77K +$77K +1,012 New
CAS
85
Coppell Advisory Solutions
Texas
$75.2K +$75.2K +997 New
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$73.7K
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$69K -$3.92K -51 -5%
GRP
88
Global Retirement Partners
California
$60.3K +$153 +2 +0.3%
DWA
89
Delos Wealth Advisors
Texas
$47.9K -$9.4K -123 -16%
HCM
90
Horrell Capital Management
Arkansas
$47K
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$33.5K -$34K -445 -50%
PTC
92
Private Trust Company
Ohio
$31.1K -$7.72K -101 -20%
AIC
93
Archer Investment Corporation
Indiana
$27.8K
VF
94
VitalStone Financial
Texas
$24K -$909K -13,258 -97%
SPIA
95
Steward Partners Investment Advisory
New York
$19.8K -$9.17K -120 -32%
BFPW
96
BOK Financial Private Wealth
Colorado
$18.7K -$6.11K -80 -25%
CIA
97
Cape Investment Advisory
Georgia
$18.1K
LFA
98
Legend Financial Advisors
Pennsylvania
$15.6K -$51.6K -676 -77%
RG
99
Retirement Group
California
$14.1K
CHC
100
City Holding Co
West Virginia
$13.4K