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Invesco S&P 500 High Beta ETF
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Overview Fund Activity

141 hedge funds and large institutions have $962M invested in Invesco S&P 500 High Beta ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+9
Holders Change %
+6.82%
% of All Funds
2.18%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
27
Increased
54
Reduced
41
Closed
18
Calls
$916K
Puts
$72.2M
Net Calls
-$71.3M
Net Calls Change
-$17.6M

Top Buyers

1
BBA
1
Braun-Bostich & Associates
Pennsylvania
$28.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$26.4M
3
RIG
3
RiverFront Investment Group
Virginia
$20.3M
4
Wells Fargo
4
Wells Fargo
California
$43.4M
5
FSA
5
Financial Services Advisory
Maryland
$10.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$235M
3
DRS
3
Deane Retirement Strategies
Louisiana
$0
4
DSN
4
D. Scott Neal
Kentucky
$12.9M
5
CPA
5
Clear Perspective Advisors
Illinois
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
126
Faithward Advisors
Pennsylvania
$40K – – –
GWM
127
Geneos Wealth Management
Colorado
$29K – – –
AIC
128
Archer Investment Corporation
Indiana
$28.8K – – –
BFEC
129
Benjamin F. Edwards & Company
Missouri
$24K -$403 -5 -2%
TRCT
130
Tower Research Capital (TRC)
New York
$23K -$714K -9,124 -97%
LFG
131
Larson Financial Group
Missouri
$19K – – –
RG
132
Retirement Group
California
$15K – – –
CHC
133
City Holding Co
West Virginia
$13K – – –
PB
134
Pinnacle Bancorp
Nebraska
$12K – – –
HI
135
Hudock Inc
Pennsylvania
$9K -$1.24K -17 -12%
TSWM
136
Tyler-Stone Wealth Management
Ohio
$8K +$8K +105 New
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$5K – – –
HI
138
Harbour Investments
Wisconsin
$4K -$10.7K -139 -73%
DI
139
Disciplined Investments
Oklahoma
$4K – – –
CA
140
CoreCap Advisors
Michigan
$2K +$2K +20 New
SCA
141
Snowden Capital Advisors
New York
$2K +$2K +30 New
JPMorgan Chase & Co
142
JPMorgan Chase & Co
New York
– -$20.5M -280,389 Closed
DRS
143
Deane Retirement Strategies
Louisiana
– -$11.2M -153,609 Closed
Barclays
144
Barclays
United Kingdom
– -$2.18M -29,749 Closed
MA
145
Mutual Advisors
Nebraska
– -$1.87M -25,638 Closed
Belvedere Trading
146
Belvedere Trading
Illinois
– -$1.09M -14,158 Closed
Renaissance Technologies
147
Renaissance Technologies
New York
– -$899K -12,300 Closed
WA
148
WESPAC Advisors
California
– -$731K -10,000 Closed
FTUS
149
Flow Traders U.S.
New York
– -$579K -7,922 Closed
Kovitz Investment Group Partners
150
Kovitz Investment Group Partners
Illinois
– -$344K -4,700 Closed
3 4 5
6
7