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Invesco S&P 500 High Beta ETF
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Overview Fund Activity

106 hedge funds and large institutions have $282M invested in Invesco S&P 500 High Beta ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 46 reducing their positions, and 19 closing their positions.

Holders
106
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
16
Reduced
46
Closed
19
Calls
–
Puts
$8.04M
Net Calls
-$8.04M
Net Calls Change
+$33.7M

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$24M
2
A
2
Allianz
Germany
$21.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$18.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$10.1M
5
CFS
5
Commonwealth Financial Services
West Virginia
$4.47M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.4M
2
LPL Financial
2
LPL Financial
California
$19.2M
3
VAS
3
Vestmark Advisory Solutions
Massachusetts
$0
4
GS
4
GTS Securities
New York
$0
5
CG
5
Cynosure Group
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LIS
101
Legacy Investment Solutions
Idaho
$9.46K 97 +97 New
TFGT
102
TS Financial Group (TSFG)
Illinois
$6K 60 – –
OIA
103
Optimum Investment Advisors
Illinois
$5.17K 53 – –
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$4.88K 50 -34 -40%
AssetMark Inc
105
AssetMark Inc
California
$3.51K 36 -61 -63%
CIAS
106
Capital Investment Advisory Services
North Carolina
$2.15K 22 -33,756 -100%
OP
107
ORG Partners
Indiana
– – – –
VAS
108
Vestmark Advisory Solutions
Massachusetts
– – -95,018 Closed
GS
109
GTS Securities
New York
– – -64,965 Closed
CG
110
Cynosure Group
Utah
– – -63,552 Closed
QC
111
Quadrature Capital
United Kingdom
– – -41,753 Closed
FTUS
112
Flow Traders U.S.
New York
– – -37,109 Closed
CAS
113
Coppell Advisory Solutions
Texas
– – -26,377 Closed
TRCT
114
Tower Research Capital (TRC)
New York
– – -15,426 Closed
HF
115
HRT Financial
New York
– – -12,294 Closed
Qube Research & Technologies (QRT)
116
Qube Research & Technologies (QRT)
United Kingdom
– – -11,923 Closed
Jane Street
117
Jane Street
New York
– – -5,683 Closed
Bank of New York Mellon
118
Bank of New York Mellon
New York
– – -4,767 Closed
TC
119
TownSquare Capital
Utah
– – -3,921 Closed
GWM
120
Guardian Wealth Management
Illinois
– – -872 Closed
RCA
121
Runnymede Capital Advisors
Ohio
– – -526 Closed
PTC
122
Private Trust Company
Ohio
– – -280 Closed
CA
123
CoreCap Advisors
Michigan
– – -249 Closed
CHC
124
City Holding Co
West Virginia
– – -175 Closed
CWM
125
Centricity Wealth Management
Ohio
– – -104 Closed
2 3 4
5
6