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Invesco S&P 500 High Beta ETF

134 hedge funds and large institutions have $366M invested in Invesco S&P 500 High Beta ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 31 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.16M
Puts
$951K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Spire Wealth Management
Virginia
$11.6K
LWMI
127
Legacy Wealth Management (Idaho)
Idaho
$11.2K
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$6.72K
SS
129
Sunbelt Securities
Texas
$6.26K
MSG
130
Main Street Group
Virginia
$4.64K
TPWA
131
Twin Peaks Wealth Advisors
California
$2.9K
CIAS
132
Capital Investment Advisory Services
North Carolina
$2.55K
Russell Investments Group
133
Russell Investments Group
United Kingdom
$928
SWM
134
SHP Wealth Management
Massachusetts
$928
GSEP
135
Golden State Equity Partners
California
$14
BHB
136
Bank Hapoalim BM
Israel
MCC
137
Money Concepts Capital
Florida
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
SAM
139
Synergy Asset Management
Washington
TA
140
Tactive Advisors
Florida
AP
141
Advisors Preferred
Maryland
WAP
142
Wealthcare Advisory Partners
Pennsylvania
SAM
143
Secure Asset Management
Michigan
DT
144
DV Trading
Illinois
Renaissance Technologies
145
Renaissance Technologies
New York
AWM
146
Axxcess Wealth Management
California
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
VA
148
VestGen Advisors
Illinois
FHA
149
Flagship Harbor Advisors
Massachusetts
RIA
150
Realta Investment Advisors
Delaware