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Invesco S&P 500 Downside Hedged ETF

48 hedge funds and large institutions have $75.7M invested in Invesco S&P 500 Downside Hedged ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

12% more capital invested

Capital invested by funds: $67.4M → $75.7M (+$8.27M)

12% more funds holding

Funds holding: 4348 (+5)

4.08% more ownership

Funds ownership: 57.29%61.37% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

55% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 22

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
10
Reduced
22
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$490K -$827K -22,760 -63%
CWM
27
Connecticut Wealth Management
Connecticut
$392K
Morgan Stanley
28
Morgan Stanley
New York
$366K -$25.5K -702 -7%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$291K -$10.3K -283 -4%
Jane Street
30
Jane Street
New York
$271K +$264K +7,256 New
AAS
31
Ameritas Advisory Services
Nebraska
$257K +$472 +13 +0.2%
WIM
32
WealthPlan Investment Management
Nebraska
$234K -$145 -4 -0.1%
RWM
33
Ritholtz Wealth Management
New York
$217K +$211K +5,796 New
CA
34
Clearstead Advisors
Ohio
$215K
SOS
35
Silver Oak Securities
Tennessee
$168K +$70.7K +1,947 +77%
HWA
36
HHM Wealth Advisors
Tennessee
$114K
SS
37
Sunbelt Securities
Texas
$103K +$73 +2 +0.1%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$72K -$12.6K -348 -15%
GM
39
GeoWealth Management
Illinois
$70.1K +$3.23K +89 +5%
HI
40
Harbour Investments
Wisconsin
$32.9K +$109 +3 +0.3%
IA
41
IFP Advisors
Florida
$22.4K
AWM
42
Ameliora Wealth Management
Switzerland
$21.5K
PA
43
PSI Advisors
Florida
$19.6K +$19K +524 New
PTC
44
Private Trust Company
Ohio
$18.3K
FHA
45
First Horizon Advisors
Tennessee
$15.9K
CAL
46
Capital Analysts LLC
Pennsylvania
$1K
DFA
47
DHJJ Financial Advisors
Illinois
$75
Wells Fargo
48
Wells Fargo
California
$28 +$36 +1 New
OMC
49
Old Mission Capital
Illinois
-$490K -13,310 Closed
AF
50
Allworth Financial
California
-$18.8K -511 Closed