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Invesco S&P 500 High Beta ETF

36 hedge funds and large institutions have $143M invested in Invesco S&P 500 High Beta ETF in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

60% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 15

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
36
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$65.5M
2
$24.5M
3
$11.5M
4
$11.1M
5
$3.98M
6
$3.89M
7
$3.46M
8
$2.92M
9
$2.23M
10
$2.22M
11
$1.74M
12
$1.31M
13
$1.21M
14
$1.17M
15
$1.12M
16
$1.08M
17
$872K
18
$645K
19
$504K
20
$428K
21
$347K
22
$330K
23
$283K
24
$217K
25
$202K