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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.

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
6
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$65.5M 1,920,543 +1,920,543 New
Bank of America
2
Bank of America
North Carolina
$24.5M 717,364 -70,277 -9%
MAA
3
Managed Account Advisors
New Jersey
$11.5M 335,598 +48,610 +17%
Morgan Stanley
4
Morgan Stanley
New York
$11.1M 325,076 -36,206 -10%
Wells Fargo
5
Wells Fargo
California
$3.98M 116,629 -114,753 -50%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$3.89M 114,082 -1,238 -1%
CAN
7
Cetera Advisor Networks
California
$3.46M 101,095 +101,095 New
SC
8
Scotia Capital
Ontario, Canada
$2.92M 85,643 +16,454 +24%
Citadel Advisors
9
Citadel Advisors
Florida
$2.23M 65,406 +65,406 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.22M 65,031 -81,233 -56%
LPL Financial
11
LPL Financial
California
$1.74M 51,091 +2,416 +5%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.31M 38,398 -11,399 -23%
Goldman Sachs
13
Goldman Sachs
New York
$1.21M 35,487 +14,165 +66%
RJA
14
Raymond James & Associates
Florida
$1.17M 34,221 -29,561 -46%
LPT
15
Legacy Private Trust
Wisconsin
$1.12M 32,875 +32,875 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.08M 31,659 -118,221 -79%
SG Americas Securities
17
SG Americas Securities
New York
$872K 25,535 -13,838 -35%
RIG
18
RiverFront Investment Group
Virginia
$645K 18,896 -353,947 -95%
Citigroup
19
Citigroup
New York
$504K 14,772 -99,797 -87%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$428K 12,546 +264 +2%
OC
21
Oppenheimer & Co
New York
$347K 10,168 +3,458 +52%
Koshinski Asset Management
22
Koshinski Asset Management
Illinois
$330K 9,665 +9,665 New
B
23
Baird
Wisconsin
$283K 8,284
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$217K 6,362 -495,344 -99%
HFS
25
HL Financial Services
Kentucky
$202K 5,921 +5,921 New