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Invesco S&P 500 High Beta ETF

125 hedge funds and large institutions have $369M invested in Invesco S&P 500 High Beta ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
1.82%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
35
Reduced
48
Closed
16
Calls
$9.19M
Puts
$8.36M
Net Calls
+$827K
Net Calls Change
+$1.66M
Name Holding Trade Value Shares
Change
Shares
Change %
DWA
101
Delos Wealth Advisors
Texas
$50.5K
VF
102
VitalStone Financial
Texas
$31.7K -$23.5K -278 -43%
AIC
103
Archer Investment Corporation
Indiana
$30.7K
PS
104
Principal Securities
Iowa
$24.4K +$169 +2 +0.7%
SS
105
Sunbelt Securities
Texas
$22.3K +$22.3K +264 New
CA
106
CoreCap Advisors
Michigan
$21K
BFPW
107
BOK Financial Private Wealth
Colorado
$20.7K
CIA
108
Cape Investment Advisory
Georgia
$20.2K
LFA
109
Legend Financial Advisors
Pennsylvania
$17.2K
ACA
110
Aptus Capital Advisors
Alabama
$15.4K +$15.4K +182 New
CHC
111
City Holding Co
West Virginia
$14.8K
ATPW
112
Ashton Thomas Private Wealth
Arizona
$13.4K +$13.4K +159 New
Citigroup
113
Citigroup
New York
$9.21K -$2.96K -35 -24%
TSWM
114
Tyler-Stone Wealth Management
Ohio
$8.87K
NMM
115
Naples Money Management
Florida
$8.46K +$8.46K +101 New
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$7.09K +$7.09K +84 New
HGERS
117
Householder Group Estate & Retirement Specialist
Arizona
$7K -$49.2K -618 -88%
OIA
118
Optimum Investment Advisors
Illinois
$4.48K -$4.9K -58 -52%
PB
119
Pinnacle Bancorp
Nebraska
$3.13K
BFEC
120
Benjamin F. Edwards & Company
Missouri
$3K
T
121
Tidemark
California
$2.87K
IA
122
IFP Advisors
Florida
$2.36K -$39.5K -468 -94%
CPG
123
Cornerstone Planning Group
New Jersey
$1.95K +$1.95K +25 New
TRCT
124
Tower Research Capital (TRC)
New York
$507 -$444K -5,255 -100%
AWM
125
Avior Wealth Management
Nebraska
$506