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Invesco S&P 500 Downside Hedged ETF

43 hedge funds and large institutions have $50.5M invested in Invesco S&P 500 Downside Hedged ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 6

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

13% more funds holding

Funds holding: 3843 (+5)

1.96% more ownership

Funds ownership: 36.45%38.4% (+2%)

4% less capital invested

Capital invested by funds: $52.6M → $50.5M (-$2.14M)

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
18
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$478K +$473K +14,460 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$423K +$350K +10,696 +509%
EH
28
Equitable Holdings
New York
$407K
IFG
29
Investors Financial Group
Minnesota
$356K +$13.8K +422 +4%
IFG
30
Independent Financial Group
California
$305K +$10.9K +333 +4%
Jane Street
31
Jane Street
New York
$288K +$69.2K +2,114 +32%
VFG
32
V2 Financial group
Illinois
$251K +$248K +7,577 New
OMC
33
Old Mission Capital
Illinois
$200K +$199K +6,069 New
BWA
34
Burt Wealth Advisors
Maryland
$121K
FCM
35
Firestone Capital Management
Florida
$101K +$99.8K +3,050 New
FNBOSM
36
First National Bank of South Miami
Florida
$88K
ASN
37
Advisory Services Network
Georgia
$27K +$2.49K +76 +10%
US Bancorp
38
US Bancorp
Minnesota
$17K
GRP
39
Global Retirement Partners
California
$10K
Morgan Stanley
40
Morgan Stanley
New York
$8K
JCM
41
Jacobi Capital Management
Pennsylvania
$5K +$4.91K +150 New
Truist Financial
42
Truist Financial
North Carolina
-$12.7M -383,493 Closed
Wolverine Trading
43
Wolverine Trading
Illinois
-$286K -8,737 Closed
FHA
44
Flagship Harbor Advisors
Massachusetts
-$240K -7,289 Closed
VWM
45
Venturi Wealth Management
Texas
-$132K -4,000 Closed
GWM
46
Geneos Wealth Management
Colorado
-$17K -525 Closed