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Invesco S&P 500 Downside Hedged ETF

53 hedge funds and large institutions have $79.9M invested in Invesco S&P 500 Downside Hedged ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

42% more capital invested

Capital invested by funds: $56.4M → $79.9M (+$23.5M)

23% more funds holding

Funds holding: 4353 (+10)

5.75% more ownership

Funds ownership: 41.61%47.35% (+5.7%)

Holders
53
Holders Change
+10
Holders Change %
+23.26%
% of All Funds
0.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
21
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
26
Palladiem
Pennsylvania
$902K -$23K -655 -3%
WS
27
Wedbush Securities
California
$680K +$673K +19,119 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$570K -$28K -795 -5%
Morgan Stanley
29
Morgan Stanley
New York
$563K +$548K +15,577 +5,504%
IAIM
30
International Assets Investment Management
Florida
$524K +$599K +17,037 New
KAS
31
Kestra Advisory Services
Texas
$503K +$279K +7,936 +128%
UBS Group
32
UBS Group
Switzerland
$502K -$90.7K -2,578 -15%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$476K -$9.01K -256 -2%
GVAG
34
Great Valley Advisor Group
Delaware
$473K -$59.2K -1,683 -11%
PTP
35
Platform Technology Partners
New York
$388K +$384K +10,910 New
IFG
36
Independent Financial Group
California
$354K
AIC
37
Ameritas Investment Company
Nebraska
$272K +$269K +7,650 New
IWM
38
IHT Wealth Management
Illinois
$250K -$4.15K -118 -2%
MC
39
Moors & Cabot
Massachusetts
$235K
MML Investors Services
40
MML Investors Services
Massachusetts
$211K +$209K +5,935 New
LWAC
41
Laurel Wealth Advisors (California)
California
$210K +$208K +5,916 New
HI
42
Harbour Investments
Wisconsin
$187K +$124K +3,528 +203%
FCM
43
Firestone Capital Management
Florida
$134K +$24.8K +706 +23%
ASN
44
Advisory Services Network
Georgia
$97K +$96.2K +2,733 New
CAL
45
Capital Analysts LLC
Pennsylvania
$83K +$739 +21 +0.9%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$41K +$40.1K +1,141 New
IA
47
IFP Advisors
Florida
$21K
GI
48
Gradient Investments
Minnesota
$15K +$15.1K +429 New
WT
49
Washington Trust
Rhode Island
$12K +$12.3K +350 New
GRP
50
Global Retirement Partners
California
$11K