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Invesco S&P 500 High Beta ETF

146 hedge funds and large institutions have $1.41B invested in Invesco S&P 500 High Beta ETF in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 37 reducing their positions, and 16 closing their positions.

Holders
146
Holders Change
+18
Holders Change %
+14.06%
% of All Funds
2.55%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
35
Increased
59
Reduced
37
Closed
16
Calls
$1.65M
Puts
$8.09M
Net Calls
-$6.44M
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Shares
Change %
NEPPG
101
New England Professional Planning Group
Rhode Island
$312K +$89.3K +1,179 +40%
PCIA
102
Prime Capital Investment Advisors
Kansas
$310K +$310K +4,107 New
TAM
103
Townsend Asset Management
North Carolina
$304K +$76 +1 +0%
OIA
104
Optimum Investment Advisors
Illinois
$296K -$19.6K -259 -6%
Deutsche Bank
105
Deutsche Bank
Germany
$281K -$492K -6,514 -64%
AIP
106
Ahrens Investment Partners
Louisiana
$269K +$269K +3,560 New
AWA
107
Acorn Wealth Advisors
Michigan
$260K +$260K +3,437 New
KA
108
Kovack Advisors
Florida
$258K -$51.3K -678 -17%
EE
109
EWG Elevate
California
$257K +$257K +3,362 New
ASN
110
Advisory Services Network
Georgia
$242K +$242K +3,204 New
LFS
111
Legacy Financial Strategies
Kansas
$224K +$224K +2,965 New
VAM
112
Verity Asset Management
North Carolina
$217K +$217K +2,870 New
OPS
113
Orion Portfolio Solutions
Nebraska
$213K -$696K -9,203 -77%
DI
114
DFPG Investments
Utah
$211K -$2.21K -30 -1%
VWM
115
Vigilare Wealth Management
Arizona
$211K +$211K +2,790 New
TC
116
TownSquare Capital
Utah
$207K -$6.6K -89 -3%
GRP
117
Global Retirement Partners
California
$201K +$201K +2,658 New
NFG
118
Next Financial Group
Texas
$141K -$6.66K -88 -5%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$123K
CAL
120
Capital Analysts LLC
Pennsylvania
$115K
JPMorgan Chase & Co
121
JPMorgan Chase & Co
New York
$97K +$27.6K +365 +40%
Citigroup
122
Citigroup
New York
$88K +$87.8K +1,157 +38,567%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$71K
Vontobel Holding
124
Vontobel Holding
Switzerland
$60K +$60K +800 New
HCM
125
Horrell Capital Management
Arkansas
$46K +$1.12K +15 +3%