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Invesco S&P 500 Downside Hedged ETF

71 hedge funds and large institutions have $231M invested in Invesco S&P 500 Downside Hedged ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 15

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

31% more capital invested

Capital invested by funds: $176M → $231M (+$54.9M)

9% more funds holding

Funds holding: 6571 (+6)

7.63% more ownership

Funds ownership: 51.01%58.65% (+7.6%)

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.12%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
14
Increased
38
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$486K +$37.1K +1,011 +8%
TCFP
52
Treasure Coast Financial Planning
Florida
$435K +$129K +3,522 +41%
WP
53
WealthSource Partners
California
$425K +$62K +1,690 +17%
FWM
54
Frontier Wealth Management
Missouri
$418K
PTP
55
Platform Technology Partners
New York
$394K
AWM
56
Axxcess Wealth Management
California
$372K +$37K +1,008 +11%
AP
57
Advisors Preferred
Maryland
$339K -$320K -8,712 -48%
PCS
58
Personal CFO Solutions
New Jersey
$313K +$39.9K +1,087 +14%
IWM
59
IHT Wealth Management
Illinois
$288K -$9.58K -261 -3%
AAS
60
Ameritas Advisory Services
Nebraska
$271K -$9.32K -254 -3%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$214K +$4.04K +110 +2%
FFA
62
First Foundation Advisors
California
$201K +$205K +5,574 New
IA
63
IFP Advisors
Florida
$152K +$175K +4,776 +796%
CAL
64
Capital Analysts LLC
Pennsylvania
$133K +$42.3K +1,152 +45%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$107K +$109K +2,960 New
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$96K +$110 +3 +0.1%
ACA
67
Atlas Capital Advisors
Wyoming
$39.8K +$40.4K +1,100 New
GI
68
Gradient Investments
Minnesota
$16K
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$16K +$16.4K +446 New
Wells Fargo
70
Wells Fargo
California
$11K
GRP
71
Global Retirement Partners
California
$10K +$11K +299 New
TWM
72
TMD Wealth Management
Arizona
-$2.04M -53,516 Closed
ARC
73
Advisor Resource Council
Texas
-$1.56M -40,980 Closed
SWM
74
Spire Wealth Management
Virginia
-$415K -10,910 Closed
LWAC
75
Laurel Wealth Advisors (California)
California
-$261K -6,865 Closed