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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.

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.7%
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 Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$490K 13,089 -22,760 -63%
CWM
27
Connecticut Wealth Management
Connecticut
$392K 10,483
Morgan Stanley
28
Morgan Stanley
New York
$366K 9,785 -702 -7%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$291K 7,776 -283 -4%
Jane Street
30
Jane Street
New York
$271K 7,256 +7,256 New
AAS
31
Ameritas Advisory Services
Nebraska
$257K 6,864 +13 +0.2%
WIM
32
WealthPlan Investment Management
Nebraska
$234K 6,263 -4 -0.1%
RWM
33
Ritholtz Wealth Management
New York
$217K 5,796 +5,796 New
CA
34
Clearstead Advisors
Ohio
$215K 5,760
SOS
35
Silver Oak Securities
Tennessee
$168K 4,478 +1,947 +77%
HWA
36
HHM Wealth Advisors
Tennessee
$114K 3,052
SS
37
Sunbelt Securities
Texas
$103K 2,746 +2 +0.1%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$72K 1,931 -348 -15%
GM
39
GeoWealth Management
Illinois
$70.1K 1,873 +89 +5%
HI
40
Harbour Investments
Wisconsin
$32.9K 880 +3 +0.3%
IA
41
IFP Advisors
Florida
$22.4K 600
AWM
42
Ameliora Wealth Management
Switzerland
$21.5K 576
PA
43
PSI Advisors
Florida
$19.6K 524 +524 New
PTC
44
Private Trust Company
Ohio
$18.3K 490
FHA
45
First Horizon Advisors
Tennessee
$15.9K 424
CAL
46
Capital Analysts LLC
Pennsylvania
$1K 21
DFA
47
DHJJ Financial Advisors
Illinois
$75 2
Wells Fargo
48
Wells Fargo
California
$28 1 +1 New
OMC
49
Old Mission Capital
Illinois
-13,310 Closed
AF
50
Allworth Financial
California
-511 Closed