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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

48 hedge funds and large institutions have $281M invested in Invesco S&P 500 Downside Hedged ETF in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
48
Holders Change
+16
Holders Change %
+50%
% of All Funds
1.28%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
20
Increased
21
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WBG
1
Wharton Business Group
Pennsylvania
$63.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$9.22M
3
CAN
3
Cetera Advisor Networks
California
$8.22M
4
IFWM
4
Institute for Wealth Management
Colorado
$7.05M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.4M

Top Sellers

1
CFA
1
Carroll Financial Associates
North Carolina
$198K
2
AI
2
Atria Investments
North Carolina
$0
3
MFS
3
MSI Financial Services
Massachusetts
$0
4
SI
4
SII Investments
Wisconsin
$0
5
HFS
5
HL Financial Services
Kentucky
$297K
Name Market Value Shares Shares
Change 		Shares
Change %
HA
26
Hays Advisory
Tennessee
$488K 17,520 +9,822 +128%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$373K 13,415 +12,319 +1,124%
CA
28
Cetera Advisors
Colorado
$329K 11,782 +4,702 +66%
HFS
29
HL Financial Services
Kentucky
$297K 10,672 -2,000 -16%
SC
30
Scotia Capital
Ontario, Canada
$258K 9,260 +9,260 New
FBT
31
Founders Bank & Trust
Michigan
$227K 8,174 – –
IH
32
IFC Holdings
Florida
$209K 7,545 +7,545 New
Invesco
33
Invesco
Georgia
$208K 7,472 +6,812 +1,032%
CFA
34
Carroll Financial Associates
North Carolina
$198K 7,150 -244,010 -97%
WA
35
WFG Advisors
Texas
$183K 6,566 +6,150 +1,478%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$133K 4,768 +1,250 +36%
MAA
37
Managed Account Advisors
New Jersey
$107K 3,833 +3,833 New
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$83K 3,000 +3,000 New
Morgan Stanley
39
Morgan Stanley
New York
$53K 1,908 +1,543 +423%
US Bancorp
40
US Bancorp
Minnesota
$52K 1,858 -180 -9%
Bank of America
41
Bank of America
North Carolina
$32K 1,155 +1,155 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$32K 1,160 +1,160 New
Wells Fargo
43
Wells Fargo
California
$18K 640 – –
NES
44
New England Securities
New York
$18K 655 +655 New
WTB
45
Washington Trust Bank
Washington
$17K 606 – –
SIA
46
SeaBridge Investment Advisors
New Jersey
$10K 367 – –
BRWA
47
B. Riley Wealth Advisors
Florida
$53 1,877 +1,877 New
AI
48
Atria Investments
North Carolina
– – -205,678 Closed
MFS
49
MSI Financial Services
Massachusetts
– – -32,861 Closed
SI
50
SII Investments
Wisconsin
– – -6,939 Closed
1
2
3