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Invesco S&P 500 Downside Hedged ETF
PHDG

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Estate Counselors
1
Estate Counselors
Wisconsin
USD 15.7 M +USD 5.79 M +207,850 +60%
UBS
2
UBS
Switzerland
USD 10.6 M +USD 5.51 M +197,678 +111%
Badgley, Phelps & Bell
3
Badgley, Phelps & Bell
Washington
USD 7.9 M +USD 7.75 M +278,354 Nuevas
Atria Investments
4
Atria Investments
North Carolina
USD 5.91 M +USD 802 k +28,804 +16%
HighTower Advisors
5
HighTower Advisors
Illinois
USD 4.77 M +USD 442 k +15,884 +10%
LPL Financial
6
LPL Financial
California
USD 4.2 M +USD 54.3 k +1,950 +1%
American International Group
7
American International Group
New York
USD 3.77 M +USD 159 k +5,713 +4%
Colony Group
8
Colony Group
Massachusetts
USD 2.35 M -USD 167 k -6,000 -7%
Stratos Wealth Partners
9
Stratos Wealth Partners
Ohio
USD 2.12 M +USD 2.08 M +74,704 Nuevas
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
USD 1.16 M -USD 212 k -7,602 -16%
MSI Financial Services
11
MSI Financial Services
Massachusetts
USD 875 k +USD 57.7 k +2,071 +7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
USD 749 k +USD 29.2 k +1,050 +4%
HL Financial Services
13
HL Financial Services
Kentucky
USD 360 k -USD 25.1 k -902 -7%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
USD 298 k +USD 293 k +10,513 Nuevas
Legacy Private Trust
15
Legacy Private Trust
Wisconsin
USD 258 k -USD 411 k -14,742 -62%
Oppenheimer & Co
16
Oppenheimer & Co
New York
USD 210 k -USD 738 k -26,484 -78%
FBT
17
Founders Bank & Trust
Michigan
USD 207 k +USD 204 k +7,310 Nuevas
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
USD 100 k +USD 42.3 k +1,518 +76%
Wells Fargo
19
Wells Fargo
California
USD 31 k +USD 30 k +1,078 Nuevas
US Bancorp
20
US Bancorp
Minnesota
USD 31 k +USD 30.6 k +1,098 Nuevas
WA
21
WFG Advisors
Texas
USD 12 k – – –
Washington Trust Bank
22
Washington Trust Bank
Washington
USD 11 k +USD 10.6 k +380 Nuevas
Morgan Stanley
23
Morgan Stanley
New York
USD 10 k – – –
SeaBridge Investment Advisors
24
SeaBridge Investment Advisors
New Jersey
USD 10 k – – –
Tower Research Capital (TRC)
25
Tower Research Capital (TRC)
New York
– -USD 7 k -261 Cerradas