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Invesco S&P 500 Downside Hedged ETF

17 hedge funds and large institutions have $25.3M invested in Invesco S&P 500 Downside Hedged ETF in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
U
1
UBS
Switzerland
$4.44M 159,039 +52,498 +49%
AI
2
Atria Investments
North Carolina
$4.12M 147,818 +13,828 +10%
LPL Financial
3
LPL Financial
California
$3.73M 133,717 +49,215 +58%
HighTower Advisors
4
HighTower Advisors
Illinois
$3.69M 132,268 +14,079 +12%
AIG
5
American International Group
New York
$2.53M 90,543 +17,085 +23%
CG
6
Colony Group
Massachusetts
$2.13M 76,234 -650 -0.8%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.63M 58,576 +7,097 +14%
LPT
8
Legacy Private Trust
Wisconsin
$913K 32,740 +32,740 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$717K 25,702 +4,297 +20%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$501K 17,972 +17,822 +11,881%
MFS
11
MSI Financial Services
Massachusetts
$473K 16,973 -1,585 -9%
HFS
12
HL Financial Services
Kentucky
$380K 13,608 +13,608 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$56K 2,000 +2,000 New
WA
14
WFG Advisors
Texas
$12K 415 -600 -59%
SIA
15
SeaBridge Investment Advisors
New Jersey
$10K 367
Morgan Stanley
16
Morgan Stanley
New York
$10K 365 +365 New
Invesco
17
Invesco
Georgia
$3K 100 +100 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-86,996 Closed
MFO
19
Marcuard Family Office
Switzerland
-20,000 Closed
VKH
20
Virtu KCG Holdings
New York
-16,439 Closed
Nomura Holdings
21
Nomura Holdings
Japan
-1,000 Closed