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Invesco S&P 500 High Beta ETF

62 hedge funds and large institutions have $405M invested in Invesco S&P 500 High Beta ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 11 closing their positions.

Holders
62
Holders Change
+16
Holders Change %
+34.78%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
15
Reduced
12
Closed
11
Calls
$761K
Puts
Net Calls
+$761K
Net Calls Change
+$280K
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$132M 3,180,211 +3,180,211 New
Goldman Sachs
2
Goldman Sachs
New York
$60.3M 1,450,009 +1,099,470 +314%
AG
3
Advisor Group
Arizona
$44M 1,058,604 +1,054,861 +28,182%
CCMG
4
Clark Capital Management Group
Pennsylvania
$37.3M 898,250 +898,250 New
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$34.2M 823,204 +813,736 +8,595%
Morgan Stanley
6
Morgan Stanley
New York
$33M 794,902 +370,685 +87%
RIM
7
Rampart Investment Management
Connecticut
$7.65M 184,104 +184,104 New
AIP
8
Almanack Investment Partners
Pennsylvania
$6.99M 168,129 +168,129 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$6.22M 149,602 +149,602 New
TC
10
Trilogy Capital
California
$5.98M 143,852 +143,852 New
RJA
11
Raymond James & Associates
Florida
$5.07M 121,903 -4,747 -4%
Jane Street
12
Jane Street
New York
$3.57M 85,791 +46,295 +117%
Bank of America
13
Bank of America
North Carolina
$3.41M 82,119 +34,144 +71%
UBS Group
14
UBS Group
Switzerland
$3.07M 73,761 -4,725 -6%
Wells Fargo
15
Wells Fargo
California
$2.17M 52,296 -1,366 -3%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.88M 45,113 +23,641 +110%
APA
17
American Portfolios Advisors
New York
$1.81M 43,422 +43,327 +45,607%
FA
18
FDx Advisors
Illinois
$1.51M 36,365 +36,365 New
HighTower Advisors
19
HighTower Advisors
Illinois
$1.45M 34,828 +34,828 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.31M 31,451 -704 -2%
FAAS
21
First Allied Advisory Services
California
$1.26M 30,060 +30,060 New
BRWA
22
B. Riley Wealth Advisors
Florida
$1.23M 29,460 +29,460 New
MML Investors Services
23
MML Investors Services
Massachusetts
$1.05M 25,271 +25,271 New
LPL Financial
24
LPL Financial
California
$956K 22,988 +7,236 +46%
AIM
25
Advantage Investment Management
Iowa
$910K 21,902 +7,251 +49%