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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 $56M invested in Invesco S&P 500 Downside Hedged ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
42
Holders Change
–
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
20
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WOSD
1
WFA of San Diego
California
$3.39M
2
FPB
2
First PREMIER Bank
South Dakota
$5.33M
3
VFG
3
V2 Financial group
Illinois
$1.95M
4
OMC
4
Old Mission Capital
Illinois
$953K
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$693K

Top Sellers

1
BTWM
1
Baker Tilly Wealth Management
Wisconsin
$1.57M
2
DA
2
Doliver Advisors
Texas
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$0
5
EH
5
Equitable Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
26
Great Valley Advisor Group
Delaware
$506K -$200K -5,937 -28%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$460K +$28.6K +847 +7%
Jane Street
28
Jane Street
New York
$459K +$165K +4,882 +56%
DAS
29
Dynamic Advisor Solutions
Arizona
$295K +$295K +8,738 New
IWM
30
IHT Wealth Management
Illinois
$241K -$309K -9,162 -56%
PFS
31
Prospera Financial Services
Texas
$223K +$223K +6,600 New
MC
32
Moors & Cabot
Massachusetts
$222K +$222K +6,600 New
KAS
33
Kestra Advisory Services
Texas
$210K +$210K +6,221 New
FCM
34
Firestone Capital Management
Florida
$103K – – –
CAL
35
Capital Analysts LLC
Pennsylvania
$78K +$78K +2,318 New
HI
36
Harbour Investments
Wisconsin
$59K +$59K +1,739 New
IA
37
IFP Advisors
Florida
$20K +$20K +600 New
GRP
38
Global Retirement Partners
California
$10K – – –
JCM
39
Jacobi Capital Management
Pennsylvania
$10K +$5.02K +151 +101%
Wells Fargo
40
Wells Fargo
California
$10K +$9.97K +301 +30,100%
Morgan Stanley
41
Morgan Stanley
New York
$9K +$1.21K +38 +16%
DA
42
Doliver Advisors
Texas
– -$1.72M -52,146 Closed
Citadel Advisors
43
Citadel Advisors
Florida
– -$1.12M -33,894 Closed
UCFA
44
United Capital Financial Advisors
Texas
– -$794K -24,013 Closed
EH
45
Equitable Holdings
New York
– -$407K -12,320 Closed
IFG
46
Investors Financial Group
Minnesota
– -$356K -10,762 Closed
BWA
47
Burt Wealth Advisors
Maryland
– -$121K -3,665 Closed
FNBOSM
48
First National Bank of South Miami
Florida
– -$88K -2,672 Closed
ASN
49
Advisory Services Network
Georgia
– -$27K -811 Closed
US Bancorp
50
US Bancorp
Minnesota
– -$17K -500 Closed
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