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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

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.

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.68%
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
–

Top Buyers

1
FGA
1
Fortis Group Advisors
New Jersey
$1.31M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.97M
3
CPC
3
Congress Park Capital
New York
$753K
4
SOS
4
Silver Oak Securities
Tennessee
$716K
5
PG
5
Patten Group
Tennessee
$4.08M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$0
2
AAS
2
Asset Allocation Strategies
Michigan
$12M
3
IAIM
3
International Assets Investment Management
Florida
$0
4
AI
4
Atria Investments
North Carolina
$0
5
SWP
5
Stratos Wealth Partners
Ohio
$1.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$441K 11,532 -1,557 -12%
Jane Street
27
Jane Street
New York
$435K 11,392 +4,136 +57%
CWM
28
Connecticut Wealth Management
Connecticut
$401K 10,483 – –
Morgan Stanley
29
Morgan Stanley
New York
$374K 9,785 – –
Wolverine Trading
30
Wolverine Trading
Illinois
$371K 9,747 +9,747 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$284K 7,436 -340 -4%
AAS
32
Ameritas Advisory Services
Nebraska
$264K 6,907 +43 +0.6%
OMC
33
Old Mission Capital
Illinois
$239K 6,259 +6,259 New
WIM
34
WealthPlan Investment Management
Nebraska
$236K 6,171 -92 -1%
CA
35
Clearstead Advisors
Ohio
$220K 5,760 – –
HWA
36
HHM Wealth Advisors
Tennessee
$117K 3,052 – –
SS
37
Sunbelt Securities
Texas
$104K 2,712 -34 -1%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$75K 1,969 +38 +2%
GM
39
GeoWealth Management
Illinois
$73.9K 1,933 +60 +3%
HI
40
Harbour Investments
Wisconsin
$33.8K 885 +5 +0.6%
PA
41
PSI Advisors
Florida
$17.1K 447 -77 -15%
FHA
42
First Horizon Advisors
Tennessee
$16.2K 424 – –
CAL
43
Capital Analysts LLC
Pennsylvania
$1K 21 – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$153 4 +4 New
DFA
45
DHJJ Financial Advisors
Illinois
$77 2 – –
Fidelity Investments
46
Fidelity Investments
Massachusetts
$38 1 +1 New
Wells Fargo
47
Wells Fargo
California
$33 1 – –
FEG
48
Financial Enhancement Group
Indiana
– – -196,293 Closed
IAIM
49
International Assets Investment Management
Florida
– – -21,753 Closed
AI
50
Atria Investments
North Carolina
– – -15,986 Closed
1
2
3