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Invesco S&P 500 Downside Hedged ETF

41 hedge funds and large institutions have $39.9M invested in Invesco S&P 500 Downside Hedged ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 4341 (-2)

5.52% less ownership

Funds ownership: 69.48%63.96% (-5.5%)

17% less capital invested

Capital invested by funds: $48.1M → $39.9M (-$8.25M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

64% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 22

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
8
Reduced
22
Closed
5
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 -$169K -4,445 -1%
LPL Financial
2
LPL Financial
California
$3M +$186K +4,893 +7%
AAS
3
Asset Allocation Strategies
Michigan
$2.41M -$808K -21,277 -25%
BFA
4
Blueprint Financial Advisors
North Carolina
$2.4M -$563K -14,826 -19%
BIP
5
Blueprint Investment Partners
North Carolina
$2.4M -$563K -14,826 -19%
WOSD
6
WFA of San Diego
California
$1.88M +$13.7K +362 +0.7%
PAG
7
Private Advisor Group
New Jersey
$1.53M -$306K -8,048 -17%
OMC
8
Old Mission Capital
Illinois
$1.46M -$954K -25,142 -39%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.41M +$437K +11,519 +45%
KA
10
Kovack Advisors
Florida
$1.26M -$83.7K -2,206 -6%
Goldman Sachs
11
Goldman Sachs
New York
$1.2M +$2.01K +53 +0.2%
JCA
12
January Capital Advisors
California
$935K +$939K +24,733 New
FGC
13
First Growth Capital
Maryland
$878K -$74.3K -1,956 -8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$763K -$256K -6,746 -25%
FCM
15
Family Capital Management
Michigan
$758K -$118K -3,101 -13%
SWP
16
Stratos Wealth Partners
Ohio
$735K -$9.07K -239 -1%
DWM
17
Darwin Wealth Management
Florida
$655K -$32.7K -861 -5%
Bank of America
18
Bank of America
North Carolina
$618K -$81.5K -2,148 -12%
Mariner
19
Mariner
Kansas
$501K -$47.3K -1,247 -9%
BCI
20
Brinker Capital Investments
Pennsylvania
$501K -$28.2K -744 -5%
UBS Group
21
UBS Group
Switzerland
$455K -$1.22K -32 -0.3%
CWM
22
Connecticut Wealth Management
Connecticut
$396K
LCM
23
Lunt Capital Management
Utah
$337K -$1.57M -41,488 -82%
SS
24
Sunbelt Securities
Texas
$290K -$4.33K -114 -1%
PG
25
Patten Group
Tennessee
$284K -$80K -2,108 -22%