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Invesco S&P 500 High Beta ETF

125 hedge funds and large institutions have $369M invested in Invesco S&P 500 High Beta ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
1.82%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
35
Reduced
48
Closed
16
Calls
$9.19M
Puts
$8.36M
Net Calls
+$827K
Net Calls Change
+$1.66M
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
76
Advisory Services Network
Georgia
$321K -$15.3K -181 -5%
IP
77
Ignite Planners
California
$304K -$26.6K -312 -8%
FWM
78
Fingerlakes Wealth Management
New York
$294K
Two Sigma Advisers
79
Two Sigma Advisers
New York
$270K +$270K +3,200 New
XF
80
XML Financial
Maryland
$263K -$1.69K -20 -0.6%
HighTower Advisors
81
HighTower Advisors
Illinois
$260K -$138K -1,640 -35%
MWM
82
MGB Wealth Management
Texas
$256K +$30.8K +348 +14%
GM
83
GeoWealth Management
Illinois
$251K +$251K +2,973 New
Betterment LLC
84
Betterment LLC
New York
$251K -$80.9K -958 -24%
SAM
85
Secure Asset Management
Michigan
$245K -$20.2K -239 -8%
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$228K +$9.27K +110 +4%
TI
87
Trexquant Investment
Connecticut
$219K +$219K +2,588 New
OC
88
Oppenheimer & Co
New York
$202K +$2.79K +33 +1%
TWC
89
TD Waterhouse Canada
Ontario, Canada
$154K
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$151K -$24.4K -289 -14%
GRP
91
Global Retirement Partners
California
$105K +$8.19K +97 +8%
AF
92
Allworth Financial
California
$97.7K
Fidelity Investments
93
Fidelity Investments
Massachusetts
$90.7K +$2.53K +30 +3%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$81.8K +$84 +1 +0.1%
GWM
95
Guardian Wealth Management
Illinois
$73.8K +$84 +1 +0.1%
IAIM
96
International Assets Investment Management
Florida
$73.5K +$73.5K +871 New
PA
97
Parallel Advisors
California
$70.9K
Jones Financial Companies
98
Jones Financial Companies
Missouri
$58.9K +$44.2K +523 +301%
HCM
99
Horrell Capital Management
Arkansas
$52K
CAS
100
Coppell Advisory Solutions
Texas
$51.7K +$51.7K +612 New