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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

62 hedge funds and large institutions have $154M invested in Invesco S&P 500 Downside Hedged ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 12 closing their positions.

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
1%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
18
Increased
22
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$6.17M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.24M
3
Mariner
3
Mariner
Kansas
$5.71M
4
EH
4
Equitable Holdings
New York
$4.4M
5
DWM
5
Darwin Wealth Management
Florida
$6.78M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$17.2M
2
CPC
2
Congress Park Capital
New York
$1.94M
3
LPL Financial
3
LPL Financial
California
$10.4M
4
SWP
4
Stratos Wealth Partners
Ohio
$3.26M
5
HGERS
5
Householder Group Estate & Retirement Specialist
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$37.4K 1,159 +1,159 New
HI
52
Harbour Investments
Wisconsin
$36.4K 1,128 -140 -11%
ACA
53
Atlas Capital Advisors
Wyoming
$35.5K 1,100 – –
PTC
54
Private Trust Company
Ohio
$32K 1,000 – –
CA
55
Clearstead Advisors
Ohio
$26.4K 817 +817 New
GRP
56
Global Retirement Partners
California
$25.7K 796 – –
NA
57
NewEdge Advisors
Louisiana
$18.7K 578 +578 New
AA
58
Ancora Advisors
Ohio
$10K 304 +2 +0.7%
MCC
59
Money Concepts Capital
Florida
$5.15K 160 +160 New
PPWM
60
PFG Private Wealth Management
Florida
$5K 167 +167 New
PAG
61
Private Advisor Group
New Jersey
$3.93K 121,680 +16,132 +15%
Wells Fargo
62
Wells Fargo
California
$32 1 – –
HGERS
63
Householder Group Estate & Retirement Specialist
Arizona
– – -30,457 Closed
DADC
64
D.A. Davidson & Co
Montana
– – -23,960 Closed
LC
65
LCNB Corp
Ohio
– – -21,083 Closed
OMC
66
Old Mission Capital
Illinois
– – -16,737 Closed
ARC
67
Advisor Resource Council
Texas
– – -16,728 Closed
Goldman Sachs
68
Goldman Sachs
New York
– – -11,774 Closed
GVAG
69
Great Valley Advisor Group
Delaware
– – -11,723 Closed
AWM
70
Axxcess Wealth Management
California
– – -8,515 Closed
Northern Trust
71
Northern Trust
Illinois
– – -8,290 Closed
CA
72
CGN Advisors
Kansas
– – -7,713 Closed
Citadel Advisors
73
Citadel Advisors
Florida
– – -6,361 Closed
Fidelity Investments
74
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
75
Concourse Financial Group Securities
Alabama
– – – –
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