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Invesco S&P 500 Downside Hedged ETF

47 hedge funds and large institutions have $70.2M invested in Invesco S&P 500 Downside Hedged ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.17% less ownership

Funds ownership: 61.37%60.2% (-1.2%)

2% less funds holding

Funds holding: 4847 (-1)

7% less capital invested

Capital invested by funds: $75.7M → $70.2M (-$5.54M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
15
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$441K -$58.7K -1,557 -12%
Jane Street
27
Jane Street
New York
$435K +$156K +4,136 +57%
CWM
28
Connecticut Wealth Management
Connecticut
$401K
Morgan Stanley
29
Morgan Stanley
New York
$374K
Wolverine Trading
30
Wolverine Trading
Illinois
$371K +$368K +9,747 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$284K -$12.8K -340 -4%
AAS
32
Ameritas Advisory Services
Nebraska
$264K +$1.62K +43 +0.6%
OMC
33
Old Mission Capital
Illinois
$239K +$236K +6,259 New
WIM
34
WealthPlan Investment Management
Nebraska
$236K -$3.47K -92 -1%
CA
35
Clearstead Advisors
Ohio
$220K
HWA
36
HHM Wealth Advisors
Tennessee
$117K
SS
37
Sunbelt Securities
Texas
$104K -$1.28K -34 -1%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$75K +$1.43K +38 +2%
GM
39
GeoWealth Management
Illinois
$73.9K +$2.26K +60 +3%
HI
40
Harbour Investments
Wisconsin
$33.8K +$189 +5 +0.6%
PA
41
PSI Advisors
Florida
$17.1K -$2.9K -77 -15%
FHA
42
First Horizon Advisors
Tennessee
$16.2K
CAL
43
Capital Analysts LLC
Pennsylvania
$1K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$153 +$151 +4 New
DFA
45
DHJJ Financial Advisors
Illinois
$77
Fidelity Investments
46
Fidelity Investments
Massachusetts
$38 +$38 +1 New
Wells Fargo
47
Wells Fargo
California
$33
FEG
48
Financial Enhancement Group
Indiana
-$7.27M -196,293 Closed
IAIM
49
International Assets Investment Management
Florida
-$814K -21,753 Closed
AI
50
Atria Investments
North Carolina
-$598K -15,986 Closed