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Invesco S&P 500 High Beta ETF
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Overview Fund Activity

128 hedge funds and large institutions have $401M invested in Invesco S&P 500 High Beta ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 24 closing their positions.

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
28
Increased
35
Reduced
44
Closed
24
Calls
$4.51M
Puts
$5.34M
Net Calls
-$833K
Net Calls Change
+$96K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$98.9M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$19.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$11.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$10.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.28M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$18.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.4M
3
LPL Financial
3
LPL Financial
California
$16.3M
4
FIS
4
Fischer Investment Strategies
California
$0
5
SC
5
Sykon Capital
New York
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
126
Tidemark
California
$2.98K – – –
SN
127
Sittner & Nelson
Oregon
$2.46K +$2.46K +28 New
AWM
128
Avior Wealth Management
Nebraska
$526 +$526 +6 New
FIS
129
Fischer Investment Strategies
California
– -$9M -109,225 Closed
KWM
130
KFG Wealth Management
Indiana
– -$7.8M -94,692 Closed
VAS
131
Vestmark Advisory Solutions
Massachusetts
– -$4.5M -54,553 Closed
GS
132
GTS Securities
New York
– -$3.56M -43,196 Closed
FWA
133
FSC Wealth Advisors
New York
– -$3.33M -40,438 Closed
SAM
134
Synergy Asset Management
Washington
– -$3.15M -38,255 Closed
MCC
135
Money Concepts Capital
Florida
– -$1.63M -19,733 Closed
Two Sigma Advisers
136
Two Sigma Advisers
New York
– -$857K -10,400 Closed
TI
137
Trexquant Investment
Connecticut
– -$576K -6,989 Closed
WA
138
Win Advisors
Florida
– -$479K -5,815 Closed
GWP
139
Gateway Wealth Partners
Wisconsin
– -$465K -5,640 Closed
Simplex Trading
140
Simplex Trading
Illinois
– -$432K -5,254 Closed
Bank of New York Mellon
141
Bank of New York Mellon
New York
– -$423K -5,139 Closed
GCA
142
Greenwood Capital Associates
South Carolina
– -$394K -4,784 Closed
PFS
143
Prospera Financial Services
Texas
– -$355K -4,305 Closed
VWM
144
Vigilare Wealth Management
Arizona
– -$252K -3,053 Closed
EH
145
Equitable Holdings
New York
– -$218K -2,649 Closed
SFI
146
SPC Financial Inc
Maryland
– -$214K -2,600 Closed
GWM
147
Geneos Wealth Management
Colorado
– -$75.1K -912 Closed
AFS
148
Annapolis Financial Services
Maryland
– -$17.6K -213 Closed
RAM
149
Riggs Asset Management
Pennsylvania
– -$12.6K -153 Closed
PTC
150
Private Trust Company
Ohio
– -$5.6K -68 Closed
3 4 5
6
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