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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

52 hedge funds and large institutions have $124M invested in Invesco S&P 500 Downside Hedged ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 27 reducing their positions, and 18 closing their positions.

Holders
52
Holders Change
-10
Holders Change %
-16.13%
% of All Funds
0.83%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
13
Reduced
27
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
1
Equitable Holdings
New York
$20.3M
2
OMC
2
Old Mission Capital
Illinois
$1.35M
3
CL
3
Choreo LLC
Illinois
$745K
4
FCM
4
Family Capital Management
Michigan
$3.71M
5
BFG
5
Baron Financial Group
New Jersey
$4.07M

Top Sellers

1
FHA
1
Flagship Harbor Advisors
Massachusetts
$1.77M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$7.8M
3
AAS
3
Asset Allocation Strategies
Michigan
$1.89M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.22M
5
DWM
5
Darwin Wealth Management
Florida
$2.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWG
26
Beta Wealth Group
California
$1.35M -$1.33M -40,468 -50%
OMC
27
Old Mission Capital
Illinois
$1.35M +$1.35M +40,924 New
CWM
28
Connecticut Wealth Management
Connecticut
$1.31M – – –
CAL
29
Capital Analysts LLC
Pennsylvania
$973K +$161K +4,890 +20%
N
30
Natixis
France
$915K -$231K -7,023 -20%
CL
31
Choreo LLC
Illinois
$745K +$745K +22,660 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$639K +$83.4K +2,537 +15%
Morgan Stanley
33
Morgan Stanley
New York
$525K +$8.12K +247 +2%
UBS Group
34
UBS Group
Switzerland
$500K -$222K -6,748 -31%
Goldman Sachs
35
Goldman Sachs
New York
$401K +$401K +12,209 New
AAS
36
Ameritas Advisory Services
Nebraska
$244K +$1.38K +42 +0.6%
CAN
37
Cetera Advisor Networks
California
$222K -$1.59M -48,327 -88%
Jane Street
38
Jane Street
New York
$217K -$8.97K -273 -4%
GM
39
GeoWealth Management
Illinois
$188K -$8.31K -253 -4%
HWA
40
HHM Wealth Advisors
Tennessee
$167K +$167K +5,067 New
AWM
41
Ameliora Wealth Management
Switzerland
$99.6K – – –
SS
42
Sunbelt Securities
Texas
$97.5K +$97.5K +3,000 New
IA
43
IFP Advisors
Florida
$92.7K -$59.4K -2,100 -39%
CA
44
Clearstead Advisors
Ohio
$41.9K +$15K +457 +56%
ACA
45
Atlas Capital Advisors
Wyoming
$36.2K – – –
HI
46
Harbour Investments
Wisconsin
$34.4K -$2.66K -81 -7%
PTC
47
Private Trust Company
Ohio
$32.9K – – –
ASN
48
Advisory Services Network
Georgia
$28.3K -$9.83K -299 -26%
AA
49
Ancora Advisors
Ohio
$10K +$66 +2 +0.7%
HGERS
50
Householder Group Estate & Retirement Specialist
Arizona
$10K +$10K +313 New
1
2
3