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Invesco S&P 500 High Beta ETF

36 hedge funds and large institutions have $226M invested in Invesco S&P 500 High Beta ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
36
Holders Change
Holders Change %
0%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
13
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$63.4M 2,037,363 -8,549,886 -81%
CCMG
2
Clark Capital Management Group
Pennsylvania
$22.8M 732,776 +732,776 New
BTS
3
BB&T Securities
Virginia
$20.6M 66,342 -268,374 -80%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$17.8M 570,458 +570,083 +152,022%
Morgan Stanley
5
Morgan Stanley
New York
$15.8M 507,743 -93,413 -16%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$14.1M 454,137 +429,467 +1,741%
Bank of America
7
Bank of America
North Carolina
$13.1M 421,773 -331,524 -44%
SG Americas Securities
8
SG Americas Securities
New York
$10.4M 334,716 +324,121 +3,059%
RJA
9
Raymond James & Associates
Florida
$8.94M 287,245 -530,217 -65%
U
10
UBS
Switzerland
$5.56M 178,491 -27,922 -14%
TRCT
11
Tower Research Capital (TRC)
New York
$4.65M 149,356 +135,095 +947%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.79M 121,821 -811 -0.7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.79M 121,654 +30,954 +34%
Wells Fargo
14
Wells Fargo
California
$3.59M 115,430 -10,734 -9%
LPL Financial
15
LPL Financial
California
$2.14M 68,794 -89,766 -57%
SC
16
Scotia Capital
Ontario, Canada
$2.02M 65,089 -17,842 -22%
PI
17
Placemark Investments
Illinois
$1.96M 63,003 -125,919 -67%
FIM
18
Freedom Investment Management
Connecticut
$1.42M 45,602 +21,402 +88%
Goldman Sachs
19
Goldman Sachs
New York
$1.31M 42,208 +1,676 +4%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.21M 39,025 -10,267 -21%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.08M 34,796 +288 +0.8%
FF
22
Friedenthal Financial
New Jersey
$1.03M 33,100 +6,004 +22%
VF
23
Virtu Financial
New York
$970K 31,178 +31,178 New
AP
24
Advisors Preferred
Maryland
$833K 26,765 +26,765 New
AIG
25
American International Group
New York
$807K 25,927 +25,369 +4,546%