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Invesco S&P 500 High Beta ETF
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Overview Fund Activity

54 hedge funds and large institutions have $141M invested in Invesco S&P 500 High Beta ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 18 closing their positions.

Holders
54
Holders Change
-11
Holders Change %
-16.92%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
18
Reduced
18
Closed
18
Calls
$644K
Puts
$213K
Net Calls
+$431K
Net Calls Change
+$294K

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$12.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.3M
3
RIM
3
Rampart Investment Management
Connecticut
$8.75M
4
VF
4
Virtu Financial
New York
$2.17M
5
RJA
5
Raymond James & Associates
Florida
$14.5M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
AG
2
Advisor Group
Arizona
$191K
3
BFG
3
Barber Financial Group
Kansas
$1.21M
4
AI
4
Atria Investments
North Carolina
$1.71M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$39.8M 938,347 – –
RJA
2
Raymond James & Associates
Florida
$14.5M 336,520 +29,831 +10%
Morgan Stanley
3
Morgan Stanley
New York
$13.3M 310,335 +216,274 +230%
CWM
4
Cornerstone Wealth Management
Missouri
$12.7M 546,714 +534,041 +4,214%
RIM
5
Rampart Investment Management
Connecticut
$8.75M 203,536 +74,404 +58%
CCP
6
Cardan Capital Partners
Colorado
$7.1M 165,319 +199 +0.1%
BCM
7
Barometer Capital Management
Ontario, Canada
$6.84M 159,200 +5,800 +4%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.55M 129,221 +2,376 +2%
Bank of America
9
Bank of America
North Carolina
$3.64M 84,649 -4,039 -5%
Wells Fargo
10
Wells Fargo
California
$2.89M 67,278 -2,029 -3%
UBS Group
11
UBS Group
Switzerland
$2.69M 62,667 +3,851 +7%
LPL Financial
12
LPL Financial
California
$2.44M 56,756 -25,213 -31%
VF
13
Virtu Financial
New York
$2.17M 50,516 +36,517 +261%
Jane Street
14
Jane Street
New York
$1.91M 44,341 -20,476 -32%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.79M 41,630 +4,289 +11%
CCT
16
Country Club Trust
Missouri
$1.73M 40,189 -20,205 -33%
AI
17
Atria Investments
North Carolina
$1.71M 39,814 -148,089 -79%
BFG
18
Barber Financial Group
Kansas
$1.21M 28,063 -351,208 -93%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.09M 25,444 -371 -1%
OAM
20
Oppenheimer Asset Management
New York
$980K 22,804 -463 -2%
TRCT
21
Tower Research Capital (TRC)
New York
$921K 21,442 +1,427 +7%
CC
22
Chanos & Company
New York
$899K 20,911 +20,911 New
Ameriprise
23
Ameriprise
Minnesota
$890K 20,707 +201 +1%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$796K 18,534 +18,534 New
FAT
25
First American Trust
California
$692K 16,091 – –
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