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Invesco S&P 500 Downside Hedged ETF

71 hedge funds and large institutions have $231M invested in Invesco S&P 500 Downside Hedged ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 15

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

31% more capital invested

Capital invested by funds: $176M → $231M (+$54.9M)

9% more funds holding

Funds holding: 6571 (+6)

7.63% more ownership

Funds ownership: 51.01%58.65% (+7.6%)

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.12%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
14
Increased
38
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Atria Investments
North Carolina
$2.04M +$278K +7,586 +16%
PG
27
Patten Group
Tennessee
$2.03M +$85.6K +2,331 +4%
FHA
28
Flagship Harbor Advisors
Massachusetts
$1.75M +$1.57M +42,725 +764%
CA
29
Calton & Associates
Florida
$1.67M +$1.7M +46,209 New
CAN
30
Cetera Advisor Networks
California
$1.52M +$152K +4,129 +11%
EDRH
31
Edmond de Rothschild Holding
Switzerland
$1.48M -$1.43M -38,855 -49%
APA
32
American Portfolios Advisors
New York
$1.45M +$99.7K +2,715 +7%
RPSA
33
Richard P. Slaughter Associates
Texas
$1.32M -$117K -3,181 -8%
N
34
Natixis
France
$1.31M +$194K +5,280 +17%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.29M +$315K +8,571 +32%
SFS
36
Sowell Financial Services
Arkansas
$1.23M +$1.17M +31,964 New
Jane Street
37
Jane Street
New York
$1.22M +$1.24M +33,754 New
KAS
38
Kestra Advisory Services
Texas
$940K +$262K +7,125 +38%
AAS
39
Avantax Advisory Services
Texas
$894K -$842K -22,940 -48%
OMC
40
Old Mission Capital
Illinois
$893K +$497K +13,536 +121%
VFG
41
V2 Financial group
Illinois
$873K -$18.8K -512 -2%
DADC
42
D.A. Davidson & Co
Montana
$854K +$867K +23,625 New
P
43
Palladiem
Pennsylvania
$832K -$85.9K -2,340 -9%
UBS Group
44
UBS Group
Switzerland
$787K +$41.2K +1,122 +5%
GVAG
45
Great Valley Advisor Group
Delaware
$741K +$20.1K +548 +3%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$732K +$515K +14,034 +226%
WS
47
Wedbush Securities
California
$628K -$91K -2,480 -12%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$618K -$167K -4,546 -21%
Morgan Stanley
49
Morgan Stanley
New York
$591K +$18.2K +497 +3%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$571K -$31.7K -863 -5%