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Invesco S&P 500 Downside Hedged ETF

46 hedge funds and large institutions have $87.8M invested in Invesco S&P 500 Downside Hedged ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.73%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
6
Increased
12
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$461K 14,798
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$454K 14,586 -8,947 -38%
UBS Group
28
UBS Group
Switzerland
$385K 12,372 -822 -6%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$372K 11,937 +5,065 +74%
CWM
30
Connecticut Wealth Management
Connecticut
$327K 10,483 -16,496 -61%
Citadel Advisors
31
Citadel Advisors
Florida
$307K 9,867 -25,112 -72%
AAS
32
Ameritas Advisory Services
Nebraska
$211K 6,780 +6,780 New
GM
33
GeoWealth Management
Illinois
$159K 5,110 -634 -11%
HWA
34
HHM Wealth Advisors
Tennessee
$158K 5,067
CA
35
Clearstead Advisors
Ohio
$156K 5,012 +3,119 +165%
SS
36
Sunbelt Securities
Texas
$86.9K 2,790 -205 -7%
IA
37
IFP Advisors
Florida
$37.4K 1,200
HI
38
Harbour Investments
Wisconsin
$28.6K 917 -134 -13%
PTC
39
Private Trust Company
Ohio
$26.2K 840 -160 -16%
AWM
40
Ameliora Wealth Management
Switzerland
$17.9K 576
FHA
41
First Horizon Advisors
Tennessee
$13.2K 424
HGERS
42
Householder Group Estate & Retirement Specialist
Arizona
$9.84K 315 +315 New
Comerica Bank
43
Comerica Bank
Texas
$6.36K 204 +204 New
BTI
44
Blue Trust Inc
Georgia
$4K 128
CAL
45
Capital Analysts LLC
Pennsylvania
$1K 21 -294 -93%
DFA
46
DHJJ Financial Advisors
Illinois
$63 2 +2 New
Wells Fargo
47
Wells Fargo
California
-1 Closed
FEG
48
Financial Enhancement Group
Indiana
-146,264 Closed
BWG
49
Beta Wealth Group
California
-41,322 Closed
HIP
50
HUB Investment Partners
Texas
-6,321 Closed