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Invesco S&P 500 Downside Hedged ETF

53 hedge funds and large institutions have $84.9M invested in Invesco S&P 500 Downside Hedged ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 27 reducing their positions, and 2 closing their positions.

Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
10
Reduced
27
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Jane Street
26
Jane Street
New York
$859K 25,095 +25,095 New
N
27
Natixis
France
$798K 23,302 -1,676 -7%
Morgan Stanley
28
Morgan Stanley
New York
$748K 21,860 +7,062 +48%
Mariner
29
Mariner
Kansas
$690K 20,172 -133,109 -87%
BCI
30
Brinker Capital Investments
Pennsylvania
$649K 19,115 +19,115 New
OPS
31
Orion Portfolio Solutions
Nebraska
$649K 19,115 +19,115 New
UBS Group
32
UBS Group
Switzerland
$629K 18,371 +5,999 +48%
BFG
33
Baron Financial Group
New Jersey
$580K 16,950 -109,880 -87%
CWM
34
Connecticut Wealth Management
Connecticut
$359K 10,483
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$350K 10,210 -4,376 -30%
Citadel Advisors
36
Citadel Advisors
Florida
$284K 8,290 -1,577 -16%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$213K 6,221 -5,716 -48%
HWA
38
HHM Wealth Advisors
Tennessee
$150K 4,372 -695 -14%
SS
39
Sunbelt Securities
Texas
$93.9K 2,743 -47 -2%
CA
40
Clearstead Advisors
Ohio
$85.8K 2,506 -2,506 -50%
GM
41
GeoWealth Management
Illinois
$61K 1,785 -3,325 -65%
HI
42
Harbour Investments
Wisconsin
$31.5K 921 +4 +0.4%
ASN
43
Advisory Services Network
Georgia
$23.8K 695 +695 New
IA
44
IFP Advisors
Florida
$20.5K 600 -600 -50%
AWM
45
Ameliora Wealth Management
Switzerland
$19.7K 576
PTC
46
Private Trust Company
Ohio
$16.8K 490 -350 -42%
FHA
47
First Horizon Advisors
Tennessee
$14.5K 424
FMII
48
Farmers & Merchants Investments Inc
Nebraska
$10.3K 300 +300 New
HGERS
49
Householder Group Estate & Retirement Specialist
Arizona
$10K 317 +2 +0.6%
BAM
50
Byrne Asset Management
New Jersey
$5.31K 155 +155 New