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Invesco S&P 500 High Beta ETF

65 hedge funds and large institutions have $207M invested in Invesco S&P 500 High Beta ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

22% less capital invested

Capital invested by funds: $265M → $207M (-$57.6M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

57% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 30

Holders
65
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$351K
Puts
$214K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$39.8M
2
$34.2M
3
$27.1M
4
$16.1M
5
$13M
6
$7.99M
7
$7.02M
8
$6.52M
9
$5.49M
10
$5.39M
11
$4M
12
$3.77M
13
$3.48M
14
$2.94M
15
$2.75M
16
$2.57M
17
$2.5M
18
$1.87M
19
$1.72M
20
$1.59M
21
$1.49M
22
$1.34M
23
$1.23M
24
$1.12M
25
$1.1M