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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

54 hedge funds and large institutions have $102M invested in Invesco S&P 500 Downside Hedged ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
6
Increased
26
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WP
1
WealthPLAN Partners
Nebraska
$9.31M
2
LPL Financial
2
LPL Financial
California
$16.7M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$3.62M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$3.33M
5
CCFM
5
Clear Creek Financial Management
Washington
$2.06M

Top Sellers

1
ARC
1
Advisor Resource Council
Texas
$0
2
PWM
2
PRW Wealth Management
Massachusetts
$0
3
UBS Group
3
UBS Group
Switzerland
$211K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.03M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$939K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$11K 302 – –
GRP
52
Global Retirement Partners
California
$11K 299 – –
WT
53
Washington Trust
Rhode Island
$10K 275 -75 -21%
ARC
54
Advisor Resource Council
Texas
– – -131,788 Closed
PWM
55
PRW Wealth Management
Massachusetts
– – -39,036 Closed
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
– – -1,141 Closed
AWA
57
Arkadios Wealth Advisors
Georgia
$0 7 – –
CFGS
58
Concourse Financial Group Securities
Alabama
– – – –
1 2
3