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Invesco S&P 500 High Beta ETF

107 hedge funds and large institutions have $257M invested in Invesco S&P 500 High Beta ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 45 reducing their positions, and 17 closing their positions.

Holders
107
Holders Change
-8
Holders Change %
-6.96%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
13
Increased
26
Reduced
45
Closed
17
Calls
$908K
Puts
$42.7M
Net Calls
-$41.8M
Net Calls Change
-$41.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Focus Partners Wealth
76
Focus Partners Wealth
Massachusetts
$203K -$8.61K -110 -4%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$149K +$626 +8 +0.4%
TWC
78
TD Waterhouse Canada
Ontario, Canada
$131K -$13.8K -175 -10%
National Bank of Canada
79
National Bank of Canada
Quebec, Canada
$120K +$101K +1,285 +527%
MAS
80
MPWM Advisory Solutions
Georgia
$109K +$36.7K +469 +51%
Barclays
81
Barclays
United Kingdom
$102K
AF
82
Allworth Financial
California
$88.8K
IA
83
IFP Advisors
Florida
$77.1K -$2.19K -28 -3%
GWM
84
Guardian Wealth Management
Illinois
$68.3K -$313 -4 -0.5%
PA
85
Parallel Advisors
California
$65.7K
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$65.6K +$78 +1 +0.1%
RCA
87
Runnymede Capital Advisors
Ohio
$41.2K
AIC
88
Archer Investment Corporation
Indiana
$28.5K
CIA
89
Cape Investment Advisory
Georgia
$24.3K +$5.55K +71 +30%
PTC
90
Private Trust Company
Ohio
$21.9K +$21.9K +280 New
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$21K -$28.4K -356 -58%
CA
92
CoreCap Advisors
Michigan
$19.5K -$2.19K -28 -10%
CAL
93
Capital Advisors Ltd
Ohio
$15K
ACA
94
Aptus Capital Advisors
Alabama
$14.2K
AWM
95
AE Wealth Management
Kansas
$13.9K
CHC
96
City Holding Co
West Virginia
$13.7K
AAP
97
Arax Advisory Partners
Colorado
$11.7K +$11.7K +150 New
Citigroup
98
Citigroup
New York
$11.1K -$49.1K -628 -82%
NA
99
NewEdge Advisors
Louisiana
$9K -$712K -9,096 -99%
CWM
100
Centricity Wealth Management
Ohio
$8.14K