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Invesco S&P 500 Downside Hedged ETF

65 hedge funds and large institutions have $176M invested in Invesco S&P 500 Downside Hedged ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 8

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

72% more capital invested

Capital invested by funds: $103M → $176M (+$73.9M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more funds holding

Funds holding: 5565 (+10)

7.77% more ownership

Funds ownership: 43.25%51.01% (+7.8%)

Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
28
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ARC
26
Advisor Resource Council
Texas
$1.56M +$1.52M +40,980 New
RPSA
27
Richard P. Slaughter Associates
Texas
$1.51M
CAN
28
Cetera Advisor Networks
California
$1.45M +$46.4K +1,248 +3%
APA
29
American Portfolios Advisors
New York
$1.42M +$25.8K +693 +2%
N
30
Natixis
France
$1.18M +$33.6K +902 +3%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.03M -$64.5K -1,735 -6%
P
32
Palladiem
Pennsylvania
$966K
VFG
33
V2 Financial group
Illinois
$939K -$685K -18,420 -43%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$824K -$230K -6,182 -22%
UBS Group
35
UBS Group
Switzerland
$786K +$548K +14,730 +249%
GVAG
36
Great Valley Advisor Group
Delaware
$760K +$324K +8,702 +77%
WS
37
Wedbush Securities
California
$755K
KAS
38
Kestra Advisory Services
Texas
$719K +$92.9K +2,497 +15%
AP
39
Advisors Preferred
Maryland
$692K +$674K +18,111 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$634K +$37.8K +1,016 +6%
Morgan Stanley
41
Morgan Stanley
New York
$603K
HI
42
Harbour Investments
Wisconsin
$492K +$272K +7,307 +130%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$474K +$15K +403 +3%
FWM
44
Frontier Wealth Management
Missouri
$451K
OMC
45
Old Mission Capital
Illinois
$426K -$1.68M -45,076 -80%
PTP
46
Platform Technology Partners
New York
$415K
SWM
47
Spire Wealth Management
Virginia
$415K +$406K +10,910 New
WP
48
WealthSource Partners
California
$384K +$375K +10,078 New
AWM
49
Axxcess Wealth Management
California
$354K +$346K +9,287 New
TCFP
50
Treasure Coast Financial Planning
Florida
$324K +$317K +8,510 New