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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 Market Value Shares Shares
Change 		Shares
Change %
OP
151
ORG Partners
Indiana
– – -60 Closed
PPC
152
Park Place Capital
Alabama
– – -39 Closed
Wolverine Trading
153
Wolverine Trading
Illinois
– – – –
CFGS
154
Concourse Financial Group Securities
Alabama
– – – –
Belvedere Trading
155
Belvedere Trading
Illinois
– – – –
3 4 5 6
7