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Invesco S&P 500 High Beta ETF

132 hedge funds and large institutions have $399M invested in Invesco S&P 500 High Beta ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 31 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

13% more funds holding

Funds holding: 117132 (+15)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $407M → $399M (-$8.16M)

13.91% less ownership

Funds ownership: 83.16%69.25% (-14%)

16% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 37

81% less call options, than puts

Call options by funds: $351K | Put options by funds: $1.87M

Holders
132
Holders Change
+15
Holders Change %
+12.82%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
31
Reduced
37
Closed
14
Calls
$351K
Puts
$1.87M
Net Calls
-$1.52M
Net Calls Change
-$445K
Name Holding Trade Value Shares
Change
Change in
Stake
XF
76
XML Financial
Maryland
$360K +$66.7K +586 +24%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$353K +$95.7K +840 +39%
HI
78
Hyundai Investments
South Korea
$347K +$334K +2,932 New
SA
79
Sanctuary Advisors
Indiana
$333K -$3.42K -30 -1%
SWP
80
Stratos Wealth Partners
Ohio
$320K
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$316K
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$312K -$196K -1,720 -39%
BHBT
83
Burke & Herbert Bank & Trust
Virginia
$310K -$845K -7,420 -74%
IWM
84
IHT Wealth Management
Illinois
$308K -$62.1K -545 -17%
GWP
85
Gateway Wealth Partners
Wisconsin
$289K +$35.3K +310 +14%
ASN
86
Advisory Services Network
Georgia
$283K +$114 +1 +0%
MWM
87
MGB Wealth Management
Texas
$281K -$39.8K -349 -13%
AWM
88
Axxcess Wealth Management
California
$274K +$267K +2,340 New
CIA
89
Concurrent Investment Advisors
Florida
$269K +$262K +2,304 New
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$250K +$242K +2,127 New
EH
91
Equitable Holdings
New York
$249K +$242K +2,128 New
VA
92
VestGen Advisors
Illinois
$244K +$238K +2,086 New
Betterment LLC
93
Betterment LLC
New York
$240K -$15.1K -133 -6%
IFG
94
Independent Financial Group
California
$234K
FIS
95
Fischer Investment Strategies
California
$217K +$211K +1,854 New
HighTower Advisors
96
HighTower Advisors
Illinois
$213K -$3.42K -30 -2%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$192K +$38.8K +341 +26%
MWA
98
Medallion Wealth Advisors
Connecticut
$142K +$797 +7 +0.6%
AF
99
Allworth Financial
California
$133K
HNB
100
Huntington National Bank
Ohio
$130K