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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 $65.5M invested in Invesco S&P 500 Downside Hedged ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-5
Holders Change %
-9.8%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
7
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
Blueprint Financial Advisors
North Carolina
$3.01M
2
BIP
Blueprint Investment Partners
North Carolina
$2.95M
3
OMC
Old Mission Capital
Illinois
$1.91M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.05M
5
MML Investors Services
MML Investors Services
Massachusetts
$463K

Top Sellers

1
LC
LCNB Corp
Ohio
$0
2
KAS
Kestra Advisory Services
Texas
$0
3
GWM
Geneos Wealth Management
Colorado
$3.24M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$514K
5
PG
Patten Group
Tennessee
$3.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGA
51
Fortis Group Advisors
New Jersey
– -$377K -10,344 Closed
GPWM
52
Grant Private Wealth Management
California
– -$300K -8,214 Closed
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
– -$243K -6,659 Closed
AAS
54
Avantax Advisory Services
Texas
– -$236K -6,481 Closed
WIM
55
WealthPlan Investment Management
Nebraska
– -$214K -5,864 Closed
CA
56
Clearstead Advisors
Ohio
– -$210K -5,760 Closed
API
57
Asset Planning Inc
California
– -$11.9K -325 Closed
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
– -$3.39K -93 Closed
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