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Invesco S&P 500 Downside Hedged ETF

65 hedge funds and large institutions have $176M invested in Invesco S&P 500 Downside Hedged ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 8

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

72% more capital invested

Capital invested by funds: $103M → $176M (+$73.9M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more funds holding

Funds holding: 5565 (+10)

7.77% more ownership

Funds ownership: 43.25%51.01% (+7.8%)

Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
28
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
51
IHT Wealth Management
Illinois
$314K +$32.4K +871 +12%
AAS
52
Ameritas Advisory Services
Nebraska
$295K +$288K +7,742 New
PCS
53
Personal CFO Solutions
New Jersey
$288K +$282K +7,578 New
LWAC
54
Laurel Wealth Advisors (California)
California
$261K +$16.7K +450 +7%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$236K -$748K -20,093 -76%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$221K +$216K +5,809 New
FHA
57
Flagship Harbor Advisors
Massachusetts
$213K +$208K +5,591 New
MSFS
58
Main Street Financial Solutions
Pennsylvania
$200K +$196K +5,255 New
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$101K +$112 +3 +0.1%
CAL
60
Capital Analysts LLC
Pennsylvania
$97K -$186 -5 -0.2%
SCA
61
Snowden Capital Advisors
New York
$51K +$50.3K +1,352 New
IA
62
IFP Advisors
Florida
$23K
GI
63
Gradient Investments
Minnesota
$16K
Wells Fargo
64
Wells Fargo
California
$12K +$37 +1 +0.3%
WTA
65
Washington Trust Advisors
Massachusetts
$10K +$10.2K +275 New
CCFM
66
Clear Creek Financial Management
Washington
-$2.06M -57,711 Closed
ASN
67
Advisory Services Network
Georgia
-$454K -12,709 Closed
MC
68
Moors & Cabot
Massachusetts
-$236K -6,600 Closed
IFG
69
Independent Financial Group
California
-$213K -5,965 Closed
FCM
70
Firestone Capital Management
Florida
-$134K -3,756 Closed
JCM
71
Jacobi Capital Management
Pennsylvania
-$18K -501 Closed
GRP
72
Global Retirement Partners
California
-$11K -299 Closed
WT
73
Washington Trust
Rhode Island
-$10K -275 Closed