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Invesco S&P 500 Downside Hedged ETF

55 hedge funds and large institutions have $103M invested in Invesco S&P 500 Downside Hedged ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

28% more capital invested

Capital invested by funds: $79.9M → $103M (+$22.6M)

4% more funds holding

Funds holding: 5355 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4.11% less ownership

Funds ownership: 47.35%43.25% (-4.1%)

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
26
Reduced
13
Closed
3
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
$994K +$76K +2,096 +8%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$939K -$149K -4,110 -14%
P
28
Palladiem
Pennsylvania
$907K
WS
29
Wedbush Securities
California
$709K +$26.3K +725 +4%
EDRH
30
Edmond de Rothschild Holding
Switzerland
$652K +$661K +18,235 New
KAS
31
Kestra Advisory Services
Texas
$586K +$80.8K +2,230 +16%
Morgan Stanley
32
Morgan Stanley
New York
$566K
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$559K -$14K -386 -2%
ASN
34
Advisory Services Network
Georgia
$454K +$362K +9,976 +365%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$430K -$48.8K -1,346 -10%
FWM
36
Frontier Wealth Management
Missouri
$423K +$430K +11,852 New
GVAG
37
Great Valley Advisor Group
Delaware
$402K -$74.2K -2,048 -15%
PTP
38
Platform Technology Partners
New York
$390K
AIC
39
Ameritas Investment Company
Nebraska
$274K +$290 +8 +0.1%
IWM
40
IHT Wealth Management
Illinois
$263K +$12.1K +333 +5%
MC
41
Moors & Cabot
Massachusetts
$236K
LWAC
42
Laurel Wealth Advisors (California)
California
$229K +$18.1K +499 +8%
IFG
43
Independent Financial Group
California
$213K -$145K -4,001 -40%
UBS Group
44
UBS Group
Switzerland
$211K -$298K -8,211 -58%
HI
45
Harbour Investments
Wisconsin
$200K +$12.2K +337 +6%
FCM
46
Firestone Capital Management
Florida
$134K
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$94K +$96.2K +2,655 New
CAL
48
Capital Analysts LLC
Pennsylvania
$91K +$7.5K +207 +9%
IA
49
IFP Advisors
Florida
$21K
JCM
50
Jacobi Capital Management
Pennsylvania
$18K +$7.25K +200 +66%