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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

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 8 closing their positions.

Holders
65
Holders Change
+11
Holders Change %
+20.37%
% 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
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Cassia Capital Partners
North Carolina
$10.6M
2
LPL Financial
2
LPL Financial
California
$23.3M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$5.46M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$8.16M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.56M

Top Sellers

1
CCFM
1
Clear Creek Financial Management
Washington
$0
2
OMC
2
Old Mission Capital
Illinois
$426K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$236K
4
VFG
4
V2 Financial group
Illinois
$939K
5
ASN
5
Advisory Services Network
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ARC
26
Advisor Resource Council
Texas
$1.56M 40,980 +40,980 New
RPSA
27
Richard P. Slaughter Associates
Texas
$1.51M 39,684 – –
CAN
28
Cetera Advisor Networks
California
$1.45M 38,045 +1,248 +3%
APA
29
American Portfolios Advisors
New York
$1.42M 37,306 +693 +2%
N
30
Natixis
France
$1.18M 31,029 +902 +3%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.03M 27,088 -1,735 -6%
P
32
Palladiem
Pennsylvania
$966K 25,373 – –
VFG
33
V2 Financial group
Illinois
$939K 24,663 -18,420 -43%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$824K 21,648 -6,182 -22%
UBS Group
35
UBS Group
Switzerland
$786K 20,647 +14,730 +249%
GVAG
36
Great Valley Advisor Group
Delaware
$760K 19,965 +8,702 +77%
WS
37
Wedbush Securities
California
$755K 19,844 – –
KAS
38
Kestra Advisory Services
Texas
$719K 18,884 +2,497 +15%
AP
39
Advisors Preferred
Maryland
$692K 18,111 +18,111 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$634K 16,667 +1,016 +6%
Morgan Stanley
41
Morgan Stanley
New York
$603K 15,860 – –
HI
42
Harbour Investments
Wisconsin
$492K 12,911 +7,307 +130%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$474K 12,444 +403 +3%
FWM
44
Frontier Wealth Management
Missouri
$451K 11,852 – –
OMC
45
Old Mission Capital
Illinois
$426K 11,186 -45,076 -80%
PTP
46
Platform Technology Partners
New York
$415K 10,910 – –
SWM
47
Spire Wealth Management
Virginia
$415K 10,910 +10,910 New
WP
48
WealthSource Partners
California
$384K 10,078 +10,078 New
AWM
49
Axxcess Wealth Management
California
$354K 9,287 +9,287 New
TCFP
50
Treasure Coast Financial Planning
Florida
$324K 8,510 +8,510 New
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