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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

43 hedge funds and large institutions have $67.4M invested in Invesco S&P 500 Downside Hedged ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 14 closing their positions.

Holders
43
Holders Change
-10
Holders Change %
-18.87%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
14
Reduced
18
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.43M
2
DWM
2
Darwin Wealth Management
Florida
$3.14M
3
Bank of America
3
Bank of America
North Carolina
$799K
4
PJWM
4
Philip James Wealth Mangement
Georgia
$3.82M
5
AAS
5
Ameritas Advisory Services
Nebraska
$252K

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$84K
2
WIM
2
WealthPlan Investment Management
Nebraska
$230K
3
CAN
3
Cetera Advisor Networks
California
$0
4
PAG
4
Private Advisor Group
New Jersey
$3.22M
5
WP
5
WealthPLAN Partners
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
26
Connecticut Wealth Management
Connecticut
$386K 10,483 – –
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$296K 8,059 -2,151 -21%
AAS
28
Ameritas Advisory Services
Nebraska
$252K 6,851 +6,851 New
WIM
29
WealthPlan Investment Management
Nebraska
$230K 6,267 -124,561 -95%
CA
30
Clearstead Advisors
Ohio
$207K 5,760 +3,254 +130%
HWA
31
HHM Wealth Advisors
Tennessee
$112K 3,052 -1,320 -30%
SS
32
Sunbelt Securities
Texas
$101K 2,744 +1 +0%
SOS
33
Silver Oak Securities
Tennessee
$93.1K 2,531 +2,531 New
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$84K 2,279 -136,809 -98%
GM
35
GeoWealth Management
Illinois
$65.6K 1,784 -1 -0.1%
HI
36
Harbour Investments
Wisconsin
$32.2K 877 -44 -5%
IA
37
IFP Advisors
Florida
$22.1K 600 – –
AWM
38
Ameliora Wealth Management
Switzerland
$21.2K 576 – –
AF
39
Allworth Financial
California
$18.8K 511 +511 New
PTC
40
Private Trust Company
Ohio
$18K 490 – –
FHA
41
First Horizon Advisors
Tennessee
$15.6K 424 – –
CAL
42
Capital Analysts LLC
Pennsylvania
$1K 21 – –
DFA
43
DHJJ Financial Advisors
Illinois
$74 2 – –
Wells Fargo
44
Wells Fargo
California
– – – –
CAN
45
Cetera Advisor Networks
California
– – -110,638 Closed
WP
46
WealthPLAN Partners
Nebraska
– – -52,350 Closed
FHA
47
Flagship Harbor Advisors
Massachusetts
– – -48,322 Closed
KA
48
Kovack Advisors
Florida
– – -41,564 Closed
AC
49
Anson Capital
Georgia
– – -25,207 Closed
Jane Street
50
Jane Street
New York
– – -25,095 Closed
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