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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

60 hedge funds and large institutions have $118M invested in Invesco S&P 500 Downside Hedged ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 28 reducing their positions, and 21 closing their positions.

Holders
60
Holders Change
-11
Holders Change %
-15.49%
% of All Funds
1.01%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
12
Increased
14
Reduced
28
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$19.2M
2
DWM
2
Darwin Wealth Management
Florida
$2.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.44M
4
OMC
4
Old Mission Capital
Illinois
$2.2M
5
ARC
5
Advisor Resource Council
Texas
$1.24M

Top Sellers

1
SWP
1
Stratos Wealth Partners
Ohio
$3.58M
2
DAS
2
Dynamic Advisor Solutions
Arizona
$0
3
LPL Financial
3
LPL Financial
California
$15.2M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$0
5
CCP
5
Cassia Capital Partners
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
51
SeaCrest Wealth Management
New York
$71K 2,179 +2,179 New
US Bancorp
52
US Bancorp
Minnesota
$49K 1,490 +1,490 New
HI
53
Harbour Investments
Wisconsin
$41K 1,268 +1,268 New
ACA
54
Atlas Capital Advisors
Wyoming
$35.9K 1,100 – –
PTC
55
Private Trust Company
Ohio
$33K 1,000 +1,000 New
GI
56
Gradient Investments
Minnesota
$14K 429 – –
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$11K 337 -109 -24%
GRP
58
Global Retirement Partners
California
$10K 299 – –
DAS
59
Dynamic Advisor Solutions
Arizona
– – -308,976 Closed
MML Investors Services
60
MML Investors Services
Massachusetts
– – -257,233 Closed
CCP
61
Cassia Capital Partners
North Carolina
– – -252,058 Closed
CPC
62
Congress Park Capital
New York
– – -137,498 Closed
TF
63
Trek Financial
Arizona
– – -108,937 Closed
IAIM
64
International Assets Investment Management
Florida
– – -65,950 Closed
DIM
65
Delta Investment Management
California
– – -58,786 Closed
RPSA
66
Richard P. Slaughter Associates
Texas
– – -36,503 Closed
N
67
Natixis
France
– – -36,309 Closed
SFS
68
Sowell Financial Services
Arkansas
– – -31,964 Closed
VFG
69
V2 Financial group
Illinois
– – -24,151 Closed
WS
70
Wedbush Securities
California
– – -17,364 Closed
TCFP
71
Treasure Coast Financial Planning
Florida
– – -12,032 Closed
FWM
72
Frontier Wealth Management
Missouri
– – -11,852 Closed
PTP
73
Platform Technology Partners
New York
– – -10,910 Closed
AP
74
Advisors Preferred
Maryland
– – -9,399 Closed
PCS
75
Personal CFO Solutions
New Jersey
– – -8,665 Closed
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