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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

52 hedge funds and large institutions have $124M invested in Invesco S&P 500 Downside Hedged ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 27 reducing their positions, and 18 closing their positions.

Holders
52
Holders Change
-10
Holders Change %
-16.13%
% of All Funds
0.83%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
13
Reduced
27
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
1
Equitable Holdings
New York
$20.3M
2
OMC
2
Old Mission Capital
Illinois
$1.35M
3
CL
3
Choreo LLC
Illinois
$745K
4
FCM
4
Family Capital Management
Michigan
$3.71M
5
BFG
5
Baron Financial Group
New Jersey
$4.07M

Top Sellers

1
FHA
1
Flagship Harbor Advisors
Massachusetts
$1.77M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$7.8M
3
AAS
3
Asset Allocation Strategies
Michigan
$1.89M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.22M
5
DWM
5
Darwin Wealth Management
Florida
$2.08M
Name Market Value Shares Shares
Change 		Shares
Change %
BTI
51
Blue Trust Inc
Georgia
$4K 128 +128 New
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$1.2K 36,546 -379 -1%
Wells Fargo
53
Wells Fargo
California
– – -1 Closed
CPC
54
Congress Park Capital
New York
– – -60,087 Closed
KAS
55
Kestra Advisory Services
Texas
– – -37,840 Closed
TCWM
56
Total Clarity Wealth Management
Illinois
– – -28,523 Closed
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
– – -23,535 Closed
P
58
Palladiem
Pennsylvania
– – -23,033 Closed
KFP
59
KMG Fiduciary Partners
Ohio
– – -17,976 Closed
AWM
60
AE Wealth Management
Kansas
– – -13,419 Closed
RWPA
61
Richard W. Paul & Associates
Michigan
– – -13,363 Closed
HIP
62
HUB Investment Partners
Texas
– – -7,037 Closed
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
– – -4,706 Closed
AP
64
Advisors Preferred
Maryland
– – -4,241 Closed
US Bancorp
65
US Bancorp
Minnesota
– – -1,490 Closed
Bank of America
66
Bank of America
North Carolina
– – -1,328 Closed
GRP
67
Global Retirement Partners
California
– – -796 Closed
NA
68
NewEdge Advisors
Louisiana
– – -578 Closed
PPWM
69
PFG Private Wealth Management
Florida
– – -167 Closed
MCC
70
Money Concepts Capital
Florida
– – -160 Closed
CFGS
71
Concourse Financial Group Securities
Alabama
– – – –
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