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Invesco S&P 500 Downside Hedged ETF
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51 hedge funds and large institutions have $77.5M invested in Invesco S&P 500 Downside Hedged ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

11% more funds holding

Funds holding: 46 → 51 (+5)

10% more capital invested

Capital invested by funds: $70.5M → $77.5M (+$7.02M)

5.67% more ownership

Funds ownership: 61.73% → 67.4% (+5.7%)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
12
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LC
LCNB Corp
Ohio
+$4.73M
2
GWM
Geneos Wealth Management
Colorado
+$4.17M
3
KAS
Kestra Advisory Services
Texas
+$2.22M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.56M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.45M

Top Sellers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$3.54M
2
LPL Financial
LPL Financial
California
-$1.97M
3
FGA
Fortis Group Advisors
New Jersey
-$1.14M
4
AAS
Asset Allocation Strategies
Michigan
-$964K
5
Morgan Stanley
Morgan Stanley
New York
-$200K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
51
Wells Fargo
California
$36 +$38 +1 New
Kovitz Investment Group Partners
52
Kovitz Investment Group Partners
Illinois
– -$3.54M -94,971 Closed
GM
53
GeoWealth Management
Illinois
– -$76.7K -2,058 Closed
PA
54
PSI Advisors
Florida
– -$16.7K -447 Closed
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
– -$8.53K -229 Closed
CAL
56
Capital Analysts LLC
Pennsylvania
– -$1K -21 Closed
1 2
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