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Invesco S&P 500 High Beta ETF

136 hedge funds and large institutions have $383M invested in Invesco S&P 500 High Beta ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

44% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 32

22% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $951K

3% more funds holding

Funds holding: 132136 (+4)

4% less capital invested

Capital invested by funds: $399M → $383M (-$16.6M)

6.16% less ownership

Funds ownership: 69.25%63.09% (-6.2%)

Holders
136
Holders Change
+4
Holders Change %
+3.03%
% of All Funds
1.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
31
Increased
46
Reduced
32
Closed
21
Calls
$1.16M
Puts
$951K
Net Calls
+$209K
Net Calls Change
+$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
126
Arax Advisory Partners
Colorado
$17.4K
TCM
127
Triumph Capital Management
Colorado
$11.6K
SWM
128
Spire Wealth Management
Virginia
$11.6K +$12.1K +100 New
LWMI
129
Legacy Wealth Management (Idaho)
Idaho
$11.2K
OSAM
130
O'Shaughnessy Asset Management
Connecticut
$6.72K +$968 +8 +16%
SS
131
Sunbelt Securities
Texas
$6.26K
MSG
132
Main Street Group
Virginia
$4.64K +$4.84K +40 New
TPWA
133
Twin Peaks Wealth Advisors
California
$2.9K +$3.02K +25 New
CIAS
134
Capital Investment Advisory Services
North Carolina
$2.55K
Russell Investments Group
135
Russell Investments Group
United Kingdom
$928
SWM
136
SHP Wealth Management
Massachusetts
$928
GSEP
137
Golden State Equity Partners
California
$14
BHB
138
Bank Hapoalim BM
Israel
-$10.1M -86,000 Closed
MCC
139
Money Concepts Capital
Florida
-$3.31M -28,308 Closed
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
-$3.32M -27,408 Closed
SAM
141
Synergy Asset Management
Washington
-$2.66M -22,745 Closed
TA
142
Tactive Advisors
Florida
-$2.4M -20,523 Closed
AP
143
Advisors Preferred
Maryland
-$1.1M -9,200 Closed
WAP
144
Wealthcare Advisory Partners
Pennsylvania
-$776K -6,631 Closed
SAM
145
Secure Asset Management
Michigan
-$566K -4,837 Closed
DT
146
DV Trading
Illinois
-$477K -4,075 Closed
Renaissance Technologies
147
Renaissance Technologies
New York
-$444K -3,800 Closed
AWM
148
Axxcess Wealth Management
California
-$274K -2,340 Closed
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
-$250K -2,127 Closed
VA
150
VestGen Advisors
Illinois
-$244K -2,086 Closed