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Invesco S&P 500 High Beta ETF

115 hedge funds and large institutions have $407M invested in Invesco S&P 500 High Beta ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

3% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 32

61% less call options, than puts

Call options by funds: $681K | Put options by funds: $1.76M

Holders
115
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$681K
Puts
$1.76M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
AE Wealth Management
Kansas
$31.7K
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$29K
CAL
103
Capital Advisors Ltd
Ohio
$21K
ACA
104
Aptus Capital Advisors
Alabama
$20K
APW
105
Aventura Private Wealth
Florida
$19.9K
Group One Trading
106
Group One Trading
Illinois
$11K
LWMI
107
Legacy Wealth Management (Idaho)
Idaho
$10.7K
SS
108
Sunbelt Securities
Texas
$5.93K
OIA
109
Optimum Investment Advisors
Illinois
$5.82K
NA
110
NewEdge Advisors
Louisiana
$5.71K
OSAM
111
O'Shaughnessy Asset Management
Connecticut
$5.49K
PS
112
Principal Securities
Iowa
$4.94K
IW
113
Imprint Wealth
South Carolina
$3.51K
Citigroup
114
Citigroup
New York
$2.85K
TAM
115
Tucker Asset Management
Colorado
$2.63K
CIAS
116
Capital Investment Advisory Services
North Carolina
$2.42K
OP
117
ORG Partners
Indiana
$11
A
118
Allianz
Germany
CFS
119
Commonwealth Financial Services
West Virginia
SFS
120
Sowell Financial Services
Arkansas
Walleye Trading
121
Walleye Trading
New York
GI
122
Gradient Investments
Minnesota
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
HT
124
Headlands Technologies
Illinois
HCM
125
Hollencrest Capital Management
California