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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

42 hedge funds and large institutions have $50.2M invested in Invesco S&P 500 Downside Hedged ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 5 closing their positions.

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
17
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
CGN Advisors
Kansas
$4.99M
2
BTWM
2
Baker Tilly Wealth Management
Wisconsin
$3.85M
3
BWG
3
Beta Wealth Group
California
$2.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.12M
5
DA
5
Doliver Advisors
Texas
$1.72M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$0
2
LPL Financial
2
LPL Financial
California
$8M
3
CPC
3
Congress Park Capital
New York
$2.88M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$709K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$478K 14,460 +14,460 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$423K 12,796 +10,696 +509%
EH
28
Equitable Holdings
New York
$407K 12,320 – –
IFG
29
Investors Financial Group
Minnesota
$356K 10,762 +422 +4%
Jane Street
30
Jane Street
New York
$288K 8,722 +2,114 +32%
VFG
31
V2 Financial group
Illinois
$251K 7,577 +7,577 New
OMC
32
Old Mission Capital
Illinois
$200K 6,069 +6,069 New
BWA
33
Burt Wealth Advisors
Maryland
$121K 3,665 – –
FCM
34
Firestone Capital Management
Florida
$101K 3,050 +3,050 New
FNBOSM
35
First National Bank of South Miami
Florida
$88K 2,672 – –
ASN
36
Advisory Services Network
Georgia
$27K 811 +76 +10%
US Bancorp
37
US Bancorp
Minnesota
$17K 500 – –
GRP
38
Global Retirement Partners
California
$10K 299 – –
Morgan Stanley
39
Morgan Stanley
New York
$8K 245 – –
JCM
40
Jacobi Capital Management
Pennsylvania
$5K 150 +150 New
Truist Financial
41
Truist Financial
North Carolina
– – -383,493 Closed
Wolverine Trading
42
Wolverine Trading
Illinois
– – -8,737 Closed
FHA
43
Flagship Harbor Advisors
Massachusetts
– – -7,289 Closed
VWM
44
Venturi Wealth Management
Texas
– – -4,000 Closed
GWM
45
Geneos Wealth Management
Colorado
– – -525 Closed
Wells Fargo
46
Wells Fargo
California
$0 1 – –
AWA
47
Arkadios Wealth Advisors
Georgia
$0 7 – –
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
1
2