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Invesco S&P 500 High Beta ETF

136 hedge funds and large institutions have $383M invested in Invesco S&P 500 High Beta ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

44% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 32

22% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $951K

3% more funds holding

Funds holding: 132136 (+4)

4% less capital invested

Capital invested by funds: $399M → $383M (-$16.6M)

6.16% less ownership

Funds ownership: 69.25%63.09% (-6.2%)

Holders
136
Holders Change
+4
Holders Change %
+3.03%
% of All Funds
1.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
31
Increased
46
Reduced
32
Closed
21
Calls
$1.16M
Puts
$951K
Net Calls
+$209K
Net Calls Change
+$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$226K +$234K +1,935 New
HighTower Advisors
102
HighTower Advisors
Illinois
$223K +$12K +99 +5%
BAM
103
Belpointe Asset Management
Nevada
$213K +$222K +1,837 New
MWA
104
Medallion Wealth Advisors
Connecticut
$137K -$4.36K -36 -3%
AF
105
Allworth Financial
California
$131K
HFS
106
Hantz Financial Services
Michigan
$116K +$121K +999 New
IA
107
IFP Advisors
Florida
$114K
National Bank of Canada
108
National Bank of Canada
Quebec, Canada
$110K +$112K +927 +3,863%
TRCT
109
Tower Research Capital (TRC)
New York
$106K +$111K +914 New
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$97.5K +$121 +1 +0.1%
PA
111
Parallel Advisors
California
$97.4K
TWC
112
TD Waterhouse Canada
Ontario, Canada
$93.3K
HI
113
Harbour Investments
Wisconsin
$87K +$90.7K +750 New
MAS
114
MPWM Advisory Solutions
Georgia
$86.8K -$15.8K -131 -15%
Belvedere Trading
115
Belvedere Trading
Illinois
$61.1K +$63.8K +527 New
IAIM
116
International Assets Investment Management
Florida
$55.1K +$6.05K +50 +12%
BIAS
117
Beacon Investment Advisory Services
New Jersey
$46.7K +$48.8K +403 New
CPG
118
Cornerstone Planning Group
New Jersey
$45K +$12.1K +100 +44%
DWA
119
Delos Wealth Advisors
Texas
$45K
AIC
120
Archer Investment Corporation
Indiana
$42.2K
CAM
121
Chesapeake Asset Management
New York
$40.7K +$121 +1 +0.3%
FFA
122
Founders Financial Alliance
North Carolina
$33.3K +$34.7K +287 New
ACA
123
Aptus Capital Advisors
Alabama
$21.1K
APW
124
Aventura Private Wealth
Florida
$21K
AWM
125
AE Wealth Management
Kansas
$20.5K