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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

47 hedge funds and large institutions have $103M invested in Invesco S&P 500 Downside Hedged ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 12 closing their positions.

Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
0.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
14
Reduced
22
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Asset Allocation Strategies
Michigan
$13.9M
2
FEG
2
Financial Enhancement Group
Indiana
$4.92M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.17M
4
LCM
4
Lunt Capital Management
Utah
$1.02M
5
SWP
5
Stratos Wealth Partners
Ohio
$3.09M

Top Sellers

1
EH
1
Equitable Holdings
New York
$0
2
GFG
2
Goldstone Financial Group
Illinois
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$202K
5
LPL Financial
5
LPL Financial
California
$7.91M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
26
Connecticut Wealth Management
Connecticut
$899K 26,979 -12,933 -32%
OMC
27
Old Mission Capital
Illinois
$877K 26,338 -14,586 -36%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$784K 23,533 -13,013 -36%
Morgan Stanley
29
Morgan Stanley
New York
$493K 14,798 -1,161 -7%
UBS Group
30
UBS Group
Switzerland
$439K 13,194 -2,020 -13%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$229K 6,872 -38,635 -85%
HIP
32
HUB Investment Partners
Texas
$211K 6,321 +6,321 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$202K 6,052 -92,023 -94%
GM
34
GeoWealth Management
Illinois
$191K 5,744 +17 +0.3%
HWA
35
HHM Wealth Advisors
Tennessee
$169K 5,067 – –
SS
36
Sunbelt Securities
Texas
$99.8K 2,995 -5 -0.2%
AP
37
Advisors Preferred
Maryland
$72.8K 2,187 +2,187 New
CA
38
Clearstead Advisors
Ohio
$63.1K 1,893 +619 +49%
IA
39
IFP Advisors
Florida
$40K 1,200 -2,076 -63%
HI
40
Harbour Investments
Wisconsin
$35K 1,051 +4 +0.4%
PTC
41
Private Trust Company
Ohio
$33.3K 1,000 – –
AWM
42
Ameliora Wealth Management
Switzerland
$19.2K 576 -2,454 -81%
FHA
43
First Horizon Advisors
Tennessee
$14.1K 424 +424 New
CAL
44
Capital Analysts LLC
Pennsylvania
$10K 315 -29,294 -99%
BTI
45
Blue Trust Inc
Georgia
$4K 128 – –
Fidelity Investments
46
Fidelity Investments
Massachusetts
$67 2 +2 New
Wells Fargo
47
Wells Fargo
California
$21 1 +1 New
EH
48
Equitable Holdings
New York
– – -616,408 Closed
GFG
49
Goldstone Financial Group
Illinois
– – -175,606 Closed
MML Investors Services
50
MML Investors Services
Massachusetts
– – -93,636 Closed
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