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Invesco S&P 500 Downside Hedged ETF

46 hedge funds and large institutions have $65.5M invested in Invesco S&P 500 Downside Hedged ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

70% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 23

Holders
46
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPB
1
First PREMIER Bank
South Dakota
$11.7M
AAS
2
Asset Allocation Strategies
Michigan
$7.56M
PJWM
3
Philip James Wealth Mangement
Georgia
$4.06M
LPL Financial
4
LPL Financial
California
$3.43M
GWM
5
Geneos Wealth Management
Colorado
$3.24M
PG
6
Patten Group
Tennessee
$3.04M
BFA
7
Blueprint Financial Advisors
North Carolina
$3.01M
BIP
8
Blueprint Investment Partners
North Carolina
$2.95M
PAG
9
Private Advisor Group
New Jersey
$2.79M
SFS
10
Sowell Financial Services
Arkansas
$2.74M
LCM
11
Lunt Capital Management
Utah
$2.07M
DWM
12
Darwin Wealth Management
Florida
$2.06M
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.05M
OMC
14
Old Mission Capital
Illinois
$1.91M
WOSD
15
WFA of San Diego
California
$1.76M
KA
16
Kovack Advisors
Florida
$1.44M
Goldman Sachs
17
Goldman Sachs
New York
$1.12M
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$966K
SOS
19
Silver Oak Securities
Tennessee
$940K
SWP
20
Stratos Wealth Partners
Ohio
$894K
FCM
21
Family Capital Management
Michigan
$840K
Bank of America
22
Bank of America
North Carolina
$654K
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$514K
BCI
24
Brinker Capital Investments
Pennsylvania
$514K
Mariner
25
Mariner
Kansas
$488K