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Invesco S&P 500 High Beta ETF

113 hedge funds and large institutions have $402M invested in Invesco S&P 500 High Beta ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

7.9% more ownership

Funds ownership: 58.31%66.21% (+7.9%)

4% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $1.16M

18% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 38

Holders
113
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.21M
Puts
$1.16M
Net Calls
Net Calls Change

Top Buyers

1 +$75.8M
2 +$28M
3 +$14.2M
4
WWM
WJ Wealth Management
Arizona
+$8.52M
5
Morgan Stanley
Morgan Stanley
New York
+$5.34M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$101M
2
$72.4M
3
$55.2M
4
$25.8M
5
$19.1M
6
$13.9M
7
$13.5M
8
$11.8M
9
$8.52M
10
$6.94M
11
$5.73M
12
$4.72M
13
$4.35M
14
$3.7M
15
$3.32M
16
$3.04M
17
$2.89M
18
$2.18M
19
$2.13M
20
$1.72M
21
$1.72M
22
$1.56M
23
$1.54M
24
$1.54M
25
$1.49M