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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 $401M invested in Invesco S&P 500 High Beta ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 24 closing their positions.

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
28
Increased
35
Reduced
44
Closed
24
Calls
$4.51M
Puts
$5.34M
Net Calls
-$833K
Net Calls Change
+$96K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$98.9M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$19.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$11.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$10.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.28M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$18.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.4M
3
LPL Financial
3
LPL Financial
California
$16.3M
4
FIS
4
Fischer Investment Strategies
California
$0
5
SC
5
Sykon Capital
New York
$2.86M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$98.9M 1,126,650 +1,126,650 New
Wells Fargo
2
Wells Fargo
California
$35.4M 403,199 -72,759 -15%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$19.3M 220,221 +213,186 +3,030%
Bank of America
4
Bank of America
North Carolina
$18.9M 215,717 -596,783 -73%
Morgan Stanley
5
Morgan Stanley
New York
$18.4M 209,265 -320,613 -61%
RJA
6
Raymond James & Associates
Florida
$17.8M 203,164 -12,477 -6%
LPL Financial
7
LPL Financial
California
$16.3M 186,277 -135,235 -42%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$12.2M 139,200 -15,358 -10%
Goldman Sachs
9
Goldman Sachs
New York
$11.8M 134,618 +97,522 +263%
Osaic Holdings
10
Osaic Holdings
Arizona
$10.3M 117,848 +68,741 +140%
Jane Street
11
Jane Street
New York
$9.32M 106,251 +26,614 +33%
WQ
12
Wealth Quarterback
New Jersey
$7.72M 87,986 +13,684 +18%
Citadel Advisors
13
Citadel Advisors
Florida
$7.28M 82,917 +61,975 +296%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$7.11M 81,040 +20,478 +34%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$7.06M 80,503 +60,147 +295%
MML Investors Services
16
MML Investors Services
Massachusetts
$5.62M 64,073 -26,885 -30%
NAM
17
NTV Asset Management
West Virginia
$4.56M 51,925 -6,200 -11%
PG
18
Prostatis Group
Maryland
$4.54M 51,723 -27,490 -35%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$4.31M 49,149 -1,140 -2%
DRS
20
Deane Retirement Strategies
Louisiana
$3.92M 44,781 +44,781 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.8M 43,276 -8,698 -17%
ACP
22
Aveo Capital Partners
Colorado
$3.58M 43,355 +43,355 New
HH
23
Hilltop Holdings
Texas
$3.51M 40,035 +852 +2%
Ameriprise
24
Ameriprise
Minnesota
$3.48M 39,676 +14,711 +59%
HF
25
HRT Financial
New York
$3.21M 36,631 -25,858 -41%
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