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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

46 hedge funds and large institutions have $70.5M invested in Invesco S&P 500 Downside Hedged ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
16
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$3.54M
2
LPL Financial
2
LPL Financial
California
$6.03M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.18M
4
SFS
4
Sowell Financial Services
Arkansas
$2.68M
5
PAG
5
Private Advisor Group
New Jersey
$3.87M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
AAS
2
Asset Allocation Strategies
Michigan
$10.2M
3
CPC
3
Congress Park Capital
New York
$0
4
Jane Street
4
Jane Street
New York
$0
5
DWM
5
Darwin Wealth Management
Florida
$2.32M
Name Market Value Shares Shares
Change 		Shares
Change %
IAIM
26
International Assets Investment Management
Florida
$477K 12,764 +12,764 New
CWM
27
Connecticut Wealth Management
Connecticut
$390K 10,483 – –
Morgan Stanley
28
Morgan Stanley
New York
$364K 9,784 -1 -0%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$303K 8,124 +8,124 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$276K 7,405 -31 -0.4%
AAS
31
Ameritas Advisory Services
Nebraska
$258K 6,937 +30 +0.4%
WIM
32
WealthPlan Investment Management
Nebraska
$221K 5,924 -247 -4%
CA
33
Clearstead Advisors
Ohio
$215K 5,760 – –
HWA
34
HHM Wealth Advisors
Tennessee
$114K 3,052 – –
SS
35
Sunbelt Securities
Texas
$88.7K 2,373 -339 -13%
GM
36
GeoWealth Management
Illinois
$76.7K 2,058 +125 +6%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$71K 1,896 -73 -4%
HI
38
Harbour Investments
Wisconsin
$33.1K 888 +3 +0.3%
FHA
39
First Horizon Advisors
Tennessee
$17.2K 461 +37 +9%
PA
40
PSI Advisors
Florida
$16.7K 447 – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$8.53K 229 +225 +5,625%
AWM
42
AE Wealth Management
Kansas
$3.17K 85 +85 New
CAL
43
Capital Analysts LLC
Pennsylvania
$1K 21 – –
1L
44
10Elms LLP
Oklahoma
$968 26 +26 New
CCMI
45
Creative Capital Management Investments
California
$149 4 +4 New
DFA
46
DHJJ Financial Advisors
Illinois
$75 2 – –
Wells Fargo
47
Wells Fargo
California
– – -1 Closed
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
– – -51,507 Closed
CPC
49
Congress Park Capital
New York
– – -19,700 Closed
Jane Street
50
Jane Street
New York
– – -11,392 Closed
1
2
3