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Invesco S&P 500 High Beta ETF

101 hedge funds and large institutions have $385M invested in Invesco S&P 500 High Beta ETF in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
101
Holders Change
+46
Holders Change %
+83.64%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
54
Increased
27
Reduced
10
Closed
8
Calls
$630K
Puts
Net Calls
+$630K
Net Calls Change
-$242K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54.7M 962,870 +43,799 +5%
Bank of America
2
Bank of America
North Carolina
$47.9M 843,783 +588,219 +230%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$37.4M 659,162 +329,383 +100%
MCM
4
Mainstay Capital Management
Michigan
$37M 651,767 +651,767 New
RIG
5
RiverFront Investment Group
Virginia
$24.1M 424,946 +424,946 New
Goldman Sachs
6
Goldman Sachs
New York
$17M 300,000 +200,000 +200%
RJA
7
Raymond James & Associates
Florida
$13.6M 238,727 +231,010 +2,994%
SPC
8
Sigma Planning Corp
Michigan
$12.2M 214,733 +214,733 New
Wells Fargo
9
Wells Fargo
California
$11.1M 195,821 +146,445 +297%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$10.9M 191,909 -26,179 -12%
MML Investors Services
11
MML Investors Services
Massachusetts
$8.01M 141,052 +126,971 +902%
DRS
12
Deane Retirement Strategies
Louisiana
$6.85M 120,620 +120,620 New
CCP
13
Cardan Capital Partners
Colorado
$6.54M 115,264 -484 -0.4%
LPL Financial
14
LPL Financial
California
$6.49M 114,229 +79,943 +233%
HH
15
Hilltop Holdings
Texas
$6.09M 107,242 +107,242 New
Citadel Advisors
16
Citadel Advisors
Florida
$5.74M 101,049 +53,440 +112%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$4.62M 81,354 +81,354 New
NAM
18
NTV Asset Management
West Virginia
$4.48M 78,990 +66,490 +532%
CPA
19
Clear Perspective Advisors
Illinois
$4.28M 75,308 +75,308 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$4.2M 74,021 +40,004 +118%
AIC
21
Ayalon Insurance Company
Israel
$4.17M 73,420 +30,557 +71%
UBS Group
22
UBS Group
Switzerland
$4.16M 73,188 +277 +0.4%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.18M 56,049 +56,049 New
AI
24
Atria Investments
North Carolina
$3.14M 55,246 +55,246 New
CWG
25
Cornerstone Wealth Group
North Carolina
$3.02M 53,236 +53,236 New