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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 $65.5M invested in Invesco S&P 500 Downside Hedged ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-5
Holders Change %
-9.8%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
7
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
Blueprint Financial Advisors
North Carolina
+$3.01M
2
BIP
Blueprint Investment Partners
North Carolina
+$2.95M
3
OMC
Old Mission Capital
Illinois
+$1.11M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$585K
5
MML Investors Services
MML Investors Services
Massachusetts
+$463K

Top Sellers

1
LC
LCNB Corp
Ohio
-$4.59M
2
KAS
Kestra Advisory Services
Texas
-$3.42M
3
GWM
Geneos Wealth Management
Colorado
-$2.17M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.13M
5
PG
Patten Group
Tennessee
-$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$463K +$463K +13,128 New
UBS Group
27
UBS Group
Switzerland
$435K -$116K -3,297 -21%
CWM
28
Connecticut Wealth Management
Connecticut
$370K -$35 -1 -0%
IAIM
29
International Assets Investment Management
Florida
$314K -$77.6K -2,200 -20%
Wolverine Trading
30
Wolverine Trading
Illinois
$287K +$287K +8,165 New
Osaic Holdings
31
Osaic Holdings
Arizona
$250K -$345K -9,463 -58%
CPC
32
Congress Park Capital
New York
$212K -$438K -12,400 -67%
Morgan Stanley
33
Morgan Stanley
New York
$158K – – –
HWA
34
HHM Wealth Advisors
Tennessee
$108K – – –
SS
35
Sunbelt Securities
Texas
$88.4K -$37 -1 -0%
AAS
36
Ameritas Advisory Services
Nebraska
$58.7K -$186K -5,280 -76%
HI
37
Harbour Investments
Wisconsin
$18.6K -$12.9K -365 -41%
FHA
38
First Horizon Advisors
Tennessee
$16.3K – – –
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$9K -$59.6K -1,702 -87%
PS
40
Principal Securities
Iowa
$4.98K +$4.98K +141 New
AWM
41
AE Wealth Management
Kansas
$3.88K +$847 +24 +28%
BFP
42
Briaud Financial Planning
Texas
$3K +$3K +95 New
CAL
43
Capital Analysts LLC
Pennsylvania
$1K +$1K +21 New
1L
44
10Elms LLP
Oklahoma
$918 – – –
CCMI
45
Creative Capital Management Investments
California
$141 – – –
DFA
46
DHJJ Financial Advisors
Illinois
$71 – – –
Wells Fargo
47
Wells Fargo
California
$14 -$36 -1 Closed
LC
48
LCNB Corp
Ohio
– -$4.59M -125,924 Closed
KAS
49
Kestra Advisory Services
Texas
– -$3.42M -93,732 Closed
Citadel Advisors
50
Citadel Advisors
Florida
– -$878K -24,071 Closed
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