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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

43 hedge funds and large institutions have $304M invested in Invesco S&P 500 Downside Hedged ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 9 closing their positions.

Holders
43
Holders Change
-5
Holders Change %
-10.42%
% of All Funds
1.15%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
7
Increased
20
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$99.8M
2
CAN
2
Cetera Advisor Networks
California
$11.4M
3
SWP
3
Stratos Wealth Partners
Ohio
$8.95M
4
Jane Street
4
Jane Street
New York
$1.74M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.63M

Top Sellers

1
WBG
1
Wharton Business Group
Pennsylvania
$58.5M
2
BWA
2
Burt Wealth Advisors
Maryland
$258K
3
P
3
Palladiem
Pennsylvania
$9.59M
4
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$0
5
OC
5
Oppenheimer & Co
New York
$1.06M
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$639K 23,763 +800 +3%
CC
27
Curian Capital
Colorado
$503K 18,706 -628 -3%
Invesco
28
Invesco
Georgia
$358K 13,309 +5,837 +78%
BWA
29
Burt Wealth Advisors
Maryland
$258K 6,130 -57,600 -90%
CFA
30
Carroll Financial Associates
North Carolina
$254K 9,450 +2,300 +32%
IH
31
IFC Holdings
Florida
$251K 9,325 +1,780 +24%
ONB
32
Old National Bancorp
Indiana
$220K 8,174 +8,174 New
WA
33
WFG Advisors
Texas
$198K 7,367 +801 +12%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$131K 4,882 -8,533 -64%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$97K 3,600 -1,168 -24%
US Bancorp
36
US Bancorp
Minnesota
$92K 3,418 +1,560 +84%
Morgan Stanley
37
Morgan Stanley
New York
$64K 2,408 +500 +26%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$58K 2,143 -857 -29%
RIA
39
Regal Investment Advisors
Michigan
$19K 719 +719 New
WTB
40
Washington Trust Bank
Washington
$16K 606 – –
SIA
41
SeaBridge Investment Advisors
New Jersey
$10K 367 – –
Creative Planning
42
Creative Planning
Kansas
$5K 194 +194 New
WSTAM
43
Wilbanks Smith & Thomas Asset Management
Virginia
– – -52,735 Closed
CA
44
Cetera Advisors
Colorado
– – -11,782 Closed
HFS
45
HL Financial Services
Kentucky
– – -10,672 Closed
SC
46
Scotia Capital
Ontario, Canada
– – -9,260 Closed
MAA
47
Managed Account Advisors
New Jersey
– – -3,833 Closed
BRWA
48
B. Riley Wealth Advisors
Florida
– – -1,877 Closed
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
– – -1,160 Closed
Bank of America
50
Bank of America
North Carolina
– – -1,155 Closed
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