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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

45 hedge funds and large institutions have $63.4M invested in Invesco S&P 500 Downside Hedged ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 23 reducing their positions, and 12 closing their positions.

Holders
45
Holders Change
-6
Holders Change %
-11.76%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
6
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Blueprint Financial Advisors
North Carolina
$3.01M
2
BIP
2
Blueprint Investment Partners
North Carolina
$2.95M
3
WOSD
3
WFA of San Diego
California
$1.76M
4
OMC
4
Old Mission Capital
Illinois
$1.91M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$463K

Top Sellers

1
LC
1
LCNB Corp
Ohio
$0
2
KAS
2
Kestra Advisory Services
Texas
$0
3
GWM
3
Geneos Wealth Management
Colorado
$3.24M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$514K
5
PG
5
Patten Group
Tennessee
$3.04M
Name Market Value Shares Shares
Change 		Shares
Change %
FPB
1
First PREMIER Bank
South Dakota
$11.7M 330,373 -17,307 -5%
AAS
2
Asset Allocation Strategies
Michigan
$7.56M 214,233 -25,049 -10%
PJWM
3
Philip James Wealth Mangement
Georgia
$4.06M 115,151 +117 +0.1%
LPL Financial
4
LPL Financial
California
$3.43M 97,205 -12,191 -11%
GWM
5
Geneos Wealth Management
Colorado
$3.24M 91,696 -61,380 -40%
PG
6
Patten Group
Tennessee
$3.04M 86,051 -29,159 -25%
BFA
7
Blueprint Financial Advisors
North Carolina
$3.01M 85,234 +85,234 New
BIP
8
Blueprint Investment Partners
North Carolina
$2.95M 83,641 +83,641 New
PAG
9
Private Advisor Group
New Jersey
$2.79M 79,058 -23,513 -23%
SFS
10
Sowell Financial Services
Arkansas
$2.74M 77,737 +4,122 +6%
LCM
11
Lunt Capital Management
Utah
$2.07M 58,549 -10,179 -15%
DWM
12
Darwin Wealth Management
Florida
$2.06M 58,509 -3,855 -6%
OMC
13
Old Mission Capital
Illinois
$1.91M 54,216 +31,588 +140%
WOSD
14
WFA of San Diego
California
$1.76M 49,780 +49,780 New
KA
15
Kovack Advisors
Florida
$1.44M 40,849 – –
Goldman Sachs
16
Goldman Sachs
New York
$1.12M 31,641 – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$966K 27,360 +826 +3%
SOS
18
Silver Oak Securities
Tennessee
$940K 26,628 +23 +0.1%
SWP
19
Stratos Wealth Partners
Ohio
$894K 25,322 -5,929 -19%
FCM
20
Family Capital Management
Michigan
$840K 23,809 -1,259 -5%
Bank of America
21
Bank of America
North Carolina
$654K 18,536 -1,599 -8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$514K 14,576 -32,107 -69%
BCI
23
Brinker Capital Investments
Pennsylvania
$514K 14,560 -200 -1%
Mariner
24
Mariner
Kansas
$488K 13,835 -400 -3%
MML Investors Services
25
MML Investors Services
Massachusetts
$463K 13,128 +13,128 New
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