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Invesco S&P 500 Downside Hedged ETF

44 hedge funds and large institutions have $52.7M invested in Invesco S&P 500 Downside Hedged ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

20% less capital invested

Capital invested by funds: $65.6M → $52.7M (-$12.9M)

45% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 20

Holders
44
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Connecticut Wealth Management
Connecticut
$390K
Jane Street
27
Jane Street
New York
$372K
GPWM
28
Grant Private Wealth Management
California
$366K
IAIM
29
International Assets Investment Management
Florida
$313K
Osaic Holdings
30
Osaic Holdings
Arizona
$311K
PJWM
31
Philip James Wealth Mangement
Georgia
$309K
SS
32
Sunbelt Securities
Texas
$293K
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$283K
HWA
34
HHM Wealth Advisors
Tennessee
$114K
Morgan Stanley
35
Morgan Stanley
New York
$39.3K
ASN
36
Advisory Services Network
Georgia
$25.9K
HI
37
Harbour Investments
Wisconsin
$15.2K
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$10K
AWM
39
AE Wealth Management
Kansas
$7.82K
PS
40
Principal Securities
Iowa
$5.28K
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$4.77K
1L
42
10Elms LLP
Oklahoma
$968
CCMI
43
Creative Capital Management Investments
California
$149
DFA
44
DHJJ Financial Advisors
Illinois
$75
Wells Fargo
45
Wells Fargo
California
$8
SFS
46
Sowell Financial Services
Arkansas
SOS
47
Silver Oak Securities
Tennessee
CPC
48
Congress Park Capital
New York
AAS
49
Ameritas Advisory Services
Nebraska
BFP
50
Briaud Financial Planning
Texas