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Invesco S&P 500 High Beta ETF
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Overview Fund Activity

128 hedge funds and large institutions have $1.12B invested in Invesco S&P 500 High Beta ETF in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
128
Holders Change
+27
Holders Change %
+26.73%
% of All Funds
2.25%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.14%
New
38
Increased
58
Reduced
20
Closed
10
Calls
$2.72M
Puts
$3.07M
Net Calls
-$358K
Net Calls Change
-$988K

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$432M
2
Bank of America
2
Bank of America
North Carolina
$105M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$76.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$27.3M
5
LPL Financial
5
LPL Financial
California
$28.8M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$717K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$622K
4
CWG
4
Cornerstone Wealth Group
North Carolina
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$432M 6,216,417 +6,215,832 +1,062,535%
Bank of America
2
Bank of America
North Carolina
$105M 1,504,170 +660,387 +78%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$76.6M 1,102,124 +442,962 +67%
Morgan Stanley
4
Morgan Stanley
New York
$69.3M 996,009 +33,139 +3%
RIG
5
RiverFront Investment Group
Virginia
$28.8M 414,199 -10,747 -3%
LPL Financial
6
LPL Financial
California
$28.8M 413,715 +299,486 +262%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$27.3M 392,511 +379,288 +2,868%
Wells Fargo
8
Wells Fargo
California
$25.9M 372,872 +177,051 +90%
Goldman Sachs
9
Goldman Sachs
New York
$24.7M 355,082 +55,082 +18%
OC
10
Oppenheimer & Co
New York
$20M 288,157 +278,408 +2,856%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$17.5M 251,602 +59,693 +31%
Osaic Holdings
12
Osaic Holdings
Arizona
$17.1M 246,460 +219,513 +815%
DSN
13
D. Scott Neal
Kentucky
$16.9M 243,020 +243,020 New
RJA
14
Raymond James & Associates
Florida
$16.7M 240,644 +1,917 +0.8%
SPC
15
Sigma Planning Corp
Michigan
$16.4M 236,312 +21,579 +10%
MML Investors Services
16
MML Investors Services
Massachusetts
$10.8M 155,274 +14,222 +10%
CPA
17
Clear Perspective Advisors
Illinois
$10.2M 146,292 +70,984 +94%
DRS
18
Deane Retirement Strategies
Louisiana
$8.94M 126,361 +5,741 +5%
AWM
19
AE Wealth Management
Kansas
$7.81M 112,309 +112,309 New
TFA
20
Teamwork Financial Advisors
Texas
$7.71M 110,886 +110,886 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$7.53M 108,278 +52,229 +93%
HH
22
Hilltop Holdings
Texas
$7.21M 103,732 -3,510 -3%
NAM
23
NTV Asset Management
West Virginia
$6.87M 98,845 +19,855 +25%
FS
24
Ferguson Shapiro
Georgia
$6.36M 91,474 +91,474 New
AIC
25
Ayalon Insurance Company
Israel
$6.16M 86,992 +13,572 +18%
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