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Invesco S&P 500 Downside Hedged ETF

51 hedge funds and large institutions have $77.5M invested in Invesco S&P 500 Downside Hedged ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
12
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$570K 15,612 -1,410 -8%
BCI
27
Brinker Capital Investments
Pennsylvania
$538K 14,760 -365 -2%
OPS
28
Orion Portfolio Solutions
Nebraska
$538K 14,760 -365 -2%
Mariner
29
Mariner
Kansas
$519K 14,235 -4,193 -23%
IAIM
30
International Assets Investment Management
Florida
$404K 11,085 -1,679 -13%
CWM
31
Connecticut Wealth Management
Connecticut
$382K 10,483
FGA
32
Fortis Group Advisors
New Jersey
$377K 10,344 -30,404 -75%
GPWM
33
Grant Private Wealth Management
California
$300K 8,214 +8,214 New
AAS
34
Ameritas Advisory Services
Nebraska
$253K 6,944 +7 +0.1%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$243K 6,659 -746 -10%
AAS
36
Avantax Advisory Services
Texas
$236K 6,481 +6,481 New
WIM
37
WealthPlan Investment Management
Nebraska
$214K 5,864 -60 -1%
CA
38
Clearstead Advisors
Ohio
$210K 5,760
Morgan Stanley
39
Morgan Stanley
New York
$163K 4,471 -5,313 -54%
HWA
40
HHM Wealth Advisors
Tennessee
$111K 3,052
SS
41
Sunbelt Securities
Texas
$86.6K 2,374 +1 +0%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$71K 1,959 +63 +3%
HI
43
Harbour Investments
Wisconsin
$32.5K 891 +3 +0.3%
FHA
44
First Horizon Advisors
Tennessee
$16.8K 461
API
45
Asset Planning Inc
California
$11.9K 325 +325 New
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$3.39K 93 +93 New
AWM
47
AE Wealth Management
Kansas
$3.14K 86 +1 +1%
1L
48
10Elms LLP
Oklahoma
$948 26
CCMI
49
Creative Capital Management Investments
California
$146 4
DFA
50
DHJJ Financial Advisors
Illinois
$73 2