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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 %
UBS Group
26
UBS Group
Switzerland
$435K 12,315 -3,297 -21%
CWM
27
Connecticut Wealth Management
Connecticut
$370K 10,482 -1 -0%
IAIM
28
International Assets Investment Management
Florida
$314K 8,885 -2,200 -20%
Wolverine Trading
29
Wolverine Trading
Illinois
$287K 8,165 +8,165 New
Osaic Holdings
30
Osaic Holdings
Arizona
$250K 6,840 -9,463 -58%
CPC
31
Congress Park Capital
New York
$212K 6,000 -12,400 -67%
Morgan Stanley
32
Morgan Stanley
New York
$158K 4,471 – –
HWA
33
HHM Wealth Advisors
Tennessee
$108K 3,052 – –
SS
34
Sunbelt Securities
Texas
$88.4K 2,373 -1 -0%
AAS
35
Ameritas Advisory Services
Nebraska
$58.7K 1,664 -5,280 -76%
HI
36
Harbour Investments
Wisconsin
$18.6K 526 -365 -41%
FHA
37
First Horizon Advisors
Tennessee
$16.3K 461 – –
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$9K 257 -1,702 -87%
PS
39
Principal Securities
Iowa
$4.98K 141 +141 New
AWM
40
AE Wealth Management
Kansas
$3.88K 110 +24 +28%
BFP
41
Briaud Financial Planning
Texas
$3K 95 +95 New
CAL
42
Capital Analysts LLC
Pennsylvania
$1K 21 +21 New
1L
43
10Elms LLP
Oklahoma
$918 26 – –
CCMI
44
Creative Capital Management Investments
California
$141 4 – –
DFA
45
DHJJ Financial Advisors
Illinois
$71 2 – –
Wells Fargo
46
Wells Fargo
California
– – -1 Closed
LC
47
LCNB Corp
Ohio
– – -125,924 Closed
KAS
48
Kestra Advisory Services
Texas
– – -93,732 Closed
Citadel Advisors
49
Citadel Advisors
Florida
– – -24,071 Closed
FGA
50
Fortis Group Advisors
New Jersey
– – -10,344 Closed
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2
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