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Invesco S&P 500 High Beta ETF

104 hedge funds and large institutions have $216M invested in Invesco S&P 500 High Beta ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
-21
Holders Change %
-16.8%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
23
Reduced
55
Closed
27
Calls
$4.05M
Puts
$1.2M
Net Calls
+$2.85M
Net Calls Change
+$2.02M
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$92.9K -$2.85K -32 -3%
National Bank of Canada
77
National Bank of Canada
Quebec, Canada
$91.3K +$91.3K +1,023 New
IA
78
IFP Advisors
Florida
$90.4K +$87.9K +985 +3,518%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$82.2K +$19.8K +221 +32%
GWM
80
Guardian Wealth Management
Illinois
$78.1K +$178 +2 +0.2%
PA
81
Parallel Advisors
California
$74.9K
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$74.7K -$11.8K -132 -14%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$55K -$104K -1,167 -65%
HCM
84
Horrell Capital Management
Arkansas
$55K
CAS
85
Coppell Advisory Solutions
Texas
$54.8K
DWA
86
Delos Wealth Advisors
Texas
$34.6K -$18.7K -210 -35%
AIC
87
Archer Investment Corporation
Indiana
$32.5K
Citigroup
88
Citigroup
New York
$22.7K +$12.9K +145 +133%
CA
89
CoreCap Advisors
Michigan
$22.2K
CIA
90
Cape Investment Advisory
Georgia
$21.4K +$89 +1 +0.4%
LFA
91
Legend Financial Advisors
Pennsylvania
$18.2K
CAL
92
Capital Advisors Ltd
Ohio
$17K -$896K -9,858 -98%
ACA
93
Aptus Capital Advisors
Alabama
$16.2K
CFG
94
Copley Financial Group
California
$15.9K +$15.9K +178 New
CHC
95
City Holding Co
West Virginia
$15.6K
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
$11.7K +$11.7K +131 New
BFPW
97
BOK Financial Private Wealth
Colorado
$11K -$10.9K -122 -50%
LIS
98
Legacy Investment Solutions
Idaho
$8.8K +$8.8K +97 New
LWMI
99
Legacy Wealth Management (Idaho)
Idaho
$8.8K +$8.8K +97 New
OSAM
100
O'Shaughnessy Asset Management
Connecticut
$7.7K