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Invesco S&P 500 High Beta ETF
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Overview Fund Activity

125 hedge funds and large institutions have $374M invested in Invesco S&P 500 High Beta ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 15 closing their positions.

Holders
125
Holders Change
+19
Holders Change %
+17.92%
% of All Funds
1.83%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
35
Increased
34
Reduced
38
Closed
15
Calls
$2.54M
Puts
$3.47M
Net Calls
-$929K
Net Calls Change
-$633K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$67M
2
Morgan Stanley
2
Morgan Stanley
New York
$43.7M
3
SC
3
Sykon Capital
New York
$10.8M
4
FIS
4
Fischer Investment Strategies
California
$9M
5
Jane Street
5
Jane Street
New York
$6.56M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$39.2M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$7.5M
3
LPL Financial
3
LPL Financial
California
$26.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.06M
5
HF
5
HRT Financial
New York
$5.15M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$67M 812,500 +426,228 +110%
Morgan Stanley
2
Morgan Stanley
New York
$43.7M 529,878 +287,555 +119%
Wells Fargo
3
Wells Fargo
California
$39.2M 475,958 -873,926 -65%
LPL Financial
4
LPL Financial
California
$26.5M 321,512 -120,939 -27%
RJA
5
Raymond James & Associates
Florida
$17.8M 215,641 +16,715 +8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$12.7M 154,558 -42,317 -21%
SC
7
Sykon Capital
New York
$10.8M 130,938 +130,938 New
FIS
8
Fischer Investment Strategies
California
$9M 109,225 +109,225 New
KWM
9
KFG Wealth Management
Indiana
$7.8M 94,692 -10,424 -10%
MML Investors Services
10
MML Investors Services
Massachusetts
$7.5M 90,958 -305,850 -77%
Jane Street
11
Jane Street
New York
$6.56M 79,637 +79,637 New
PG
12
Prostatis Group
Maryland
$6.53M 79,213 +79,213 New
WQ
13
Wealth Quarterback
New Jersey
$6.12M 74,302 +74,302 New
HF
14
HRT Financial
New York
$5.15M 62,489 -65,497 -51%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.99M 60,562 +15,649 +35%
NAM
16
NTV Asset Management
West Virginia
$4.79M 58,125 -12,005 -17%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$4.5M 54,553 +54,553 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$4.28M 51,974 -58,911 -53%
CP
19
Cumberland Partners
Ontario, Canada
$4.25M 51,805 +22,505 +77%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$4.14M 50,289 -1,176 -2%
Osaic Holdings
21
Osaic Holdings
Arizona
$4.05M 49,107 -27,982 -36%
GS
22
GTS Securities
New York
$3.56M 43,196 +30,436 +239%
Creative Planning
23
Creative Planning
Kansas
$3.51M 42,539 +13,285 +45%
FWA
24
FSC Wealth Advisors
New York
$3.33M 40,438 +40,438 New
Two Sigma Investments
25
Two Sigma Investments
New York
$3.32M 40,300 +40,300 New
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