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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

46 hedge funds and large institutions have $87.8M invested in Invesco S&P 500 Downside Hedged ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.73%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
6
Increased
12
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$1.55M
2
KAS
2
Kestra Advisory Services
Texas
$1.39M
3
WIM
3
WealthPlan Investment Management
Nebraska
$3.8M
4
AAS
4
Asset Allocation Strategies
Michigan
$13.5M
5
WP
5
WealthPLAN Partners
Nebraska
$1.63M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$0
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$4.59M
3
LPL Financial
3
LPL Financial
California
$5.96M
4
BWG
4
Beta Wealth Group
California
$0
5
Mariner
5
Mariner
Kansas
$4.78M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
– – -6,052 Closed
AP
52
Advisors Preferred
Maryland
– – -2,187 Closed
Fidelity Investments
53
Fidelity Investments
Massachusetts
– – -2 Closed
CFGS
54
Concourse Financial Group Securities
Alabama
– – – –
1 2
3