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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

58 hedge funds and large institutions have $133M invested in Invesco S&P 500 Downside Hedged ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 14 closing their positions.

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
1%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
13
Increased
20
Reduced
18
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHA
1
Flagship Harbor Advisors
Massachusetts
$11.8M
2
WIM
2
WealthPlan Investment Management
Nebraska
$5.35M
3
CPC
3
Congress Park Capital
New York
$4.14M
4
BFG
4
Baron Financial Group
New Jersey
$3.09M
5
DWM
5
Darwin Wealth Management
Florida
$4.73M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$12.7M
2
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$0
3
Jane Street
3
Jane Street
New York
$0
4
OMC
4
Old Mission Capital
Illinois
$569K
5
AWS
5
Atria Wealth Solutions
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HGERS
26
Householder Group Estate & Retirement Specialist
Arizona
$1.04M 30,457 +30,457 New
UBS Group
27
UBS Group
Switzerland
$1.01M 29,622 +838 +3%
DADC
28
D.A. Davidson & Co
Montana
$814K 23,960 +440 +2%
P
29
Palladiem
Pennsylvania
$783K 23,033 – –
LC
30
LCNB Corp
Ohio
$717K 21,083 -6,650 -24%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$597K 17,577 +1,744 +11%
OMC
32
Old Mission Capital
Illinois
$569K 16,737 -50,648 -75%
ARC
33
Advisor Resource Council
Texas
$569K 16,728 -21,164 -56%
Morgan Stanley
34
Morgan Stanley
New York
$563K 16,582 +189 +1%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$542K 15,940 +1,168 +8%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$451K 13,273 -5,165 -28%
Goldman Sachs
37
Goldman Sachs
New York
$400K 11,774 +11,774 New
GVAG
38
Great Valley Advisor Group
Delaware
$398K 11,723 -11,529 -50%
AWM
39
Axxcess Wealth Management
California
$289K 8,515 – –
Northern Trust
40
Northern Trust
Illinois
$282K 8,290 -2,262 -21%
GM
41
GeoWealth Management
Illinois
$277K 8,210 +8,210 New
CA
42
CGN Advisors
Kansas
$262K 7,713 -12,023 -61%
AAS
43
Ameritas Advisory Services
Nebraska
$249K 7,333 +335 +5%
Citadel Advisors
44
Citadel Advisors
Florida
$216K 6,361 -11,806 -65%
AP
45
Advisors Preferred
Maryland
$209K 6,113 +6,113 New
HIP
46
HUB Investment Partners
Texas
$203K 5,982 +5,982 New
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$158K 4,674 +2,007 +75%
IA
48
IFP Advisors
Florida
$154K 5,446 +70 +1%
CAL
49
Capital Analysts LLC
Pennsylvania
$116K 3,404 -197 -5%
AWM
50
Ameliora Wealth Management
Switzerland
$83K 2,454 +2,454 New
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2
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