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Invesco S&P 500 High Beta ETF

47 hedge funds and large institutions have $89.4M invested in Invesco S&P 500 High Beta ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 22 reducing their positions, and 21 closing their positions.

Holders
47
Holders Change
-15
Holders Change %
-24.19%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
22
Closed
21
Calls
$714K
Puts
$425K
Net Calls
+$289K
Net Calls Change
-$472K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$47.9M 1,118,636 +1,036,517 +1,262%
TC
2
Trilogy Capital
California
$9.94M 229,845 +85,993 +60%
RJA
3
Raymond James & Associates
Florida
$5.39M 126,086 +4,183 +3%
GCA
4
Greenwood Capital Associates
South Carolina
$3.57M 83,450 +83,450 New
Morgan Stanley
5
Morgan Stanley
New York
$3.44M 80,325 -714,577 -90%
UBS Group
6
UBS Group
Switzerland
$3.15M 73,730 -31 -0%
Wells Fargo
7
Wells Fargo
California
$2.07M 48,409 -3,887 -7%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.85M 43,130 -1,983 -4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.32M 30,760 -691 -2%
LPL Financial
10
LPL Financial
California
$1.25M 29,252 +6,264 +27%
SA
11
Shilanski & Associates
Alaska
$1.21M 28,328 +28,328 New
AIM
12
Advantage Investment Management
Iowa
$1.01M 23,636 +1,734 +8%
OAM
13
Oppenheimer Asset Management
New York
$834K 19,501 -244 -1%
Citadel Advisors
14
Citadel Advisors
Florida
$813K 19,001 +19,001 New
Goldman Sachs
15
Goldman Sachs
New York
$710K 16,591 -1,433,418 -99%
Ameriprise
16
Ameriprise
Minnesota
$675K 15,789 -431 -3%
Koshinski Asset Management
17
Koshinski Asset Management
Illinois
$625K 14,600 -720 -5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$547K 12,811 +5,083 +66%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$390K 9,127 -3,171,084 -100%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$350K 8,183 -141,419 -95%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$330K 7,720 -815,484 -99%
OC
22
Oppenheimer & Co
New York
$239K 5,580 -313 -5%
NFG
23
Next Financial Group
Texas
$239K 5,584 +4,714 +542%
FWM
24
Foresight Wealth Management
Utah
$224K 5,229 -400 -7%
WP
25
WealthSource Partners
California
$215K 5,036 +5,036 New