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Invesco S&P 500 Downside Hedged ETF

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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6.28% less ownership

Funds ownership: 63.57%57.29% (-6.3%)

19% less funds holding

Funds holding: 5343 (-10)

21% less capital invested

Capital invested by funds: $84.9M → $67.4M (-$17.4M)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

71% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 14

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
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Connecticut Wealth Management
Connecticut
$386K
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$296K -$76.3K -2,151 -21%
AAS
28
Ameritas Advisory Services
Nebraska
$252K +$243K +6,851 New
WIM
29
WealthPlan Investment Management
Nebraska
$230K -$4.42M -124,561 -95%
CA
30
Clearstead Advisors
Ohio
$207K +$115K +3,254 +130%
HWA
31
HHM Wealth Advisors
Tennessee
$112K -$46.8K -1,320 -30%
SS
32
Sunbelt Securities
Texas
$101K +$35 +1 +0%
SOS
33
Silver Oak Securities
Tennessee
$93.1K +$89.8K +2,531 New
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$84K -$4.85M -136,809 -98%
GM
35
GeoWealth Management
Illinois
$65.6K -$35 -1 -0.1%
HI
36
Harbour Investments
Wisconsin
$32.2K -$1.56K -44 -5%
IA
37
IFP Advisors
Florida
$22.1K
AWM
38
Ameliora Wealth Management
Switzerland
$21.2K
AF
39
Allworth Financial
California
$18.8K +$18.1K +511 New
PTC
40
Private Trust Company
Ohio
$18K
FHA
41
First Horizon Advisors
Tennessee
$15.6K
CAL
42
Capital Analysts LLC
Pennsylvania
$1K
DFA
43
DHJJ Financial Advisors
Illinois
$74
Wells Fargo
44
Wells Fargo
California
$5
CAN
45
Cetera Advisor Networks
California
-$3.79M -110,638 Closed
WP
46
WealthPLAN Partners
Nebraska
-$1.79M -52,350 Closed
FHA
47
Flagship Harbor Advisors
Massachusetts
-$1.65M -48,322 Closed
KA
48
Kovack Advisors
Florida
-$1.42M -41,564 Closed
AC
49
Anson Capital
Georgia
-$863K -25,207 Closed
Jane Street
50
Jane Street
New York
-$859K -25,095 Closed