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Invesco S&P 500 Downside Hedged ETF

47 hedge funds and large institutions have $70.2M invested in Invesco S&P 500 Downside Hedged ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.17% less ownership

Funds ownership: 61.37%60.2% (-1.2%)

2% less funds holding

Funds holding: 4847 (-1)

7% less capital invested

Capital invested by funds: $75.7M → $70.2M (-$5.54M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
15
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
51
Ritholtz Wealth Management
New York
-$217K -5,796 Closed
IA
52
IFP Advisors
Florida
-$22.4K -600 Closed
AWM
53
Ameliora Wealth Management
Switzerland
-$21.5K -576 Closed
PTC
54
Private Trust Company
Ohio
-$18.3K -490 Closed