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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

48 hedge funds and large institutions have $281M invested in Invesco S&P 500 Downside Hedged ETF in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
48
Holders Change
+16
Holders Change %
+50%
% of All Funds
1.28%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
20
Increased
21
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$73.9M
2
P
2
Palladiem
Pennsylvania
$12.1M
3
WBG
3
Wharton Business Group
Pennsylvania
$63.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$9.22M
5
CAN
5
Cetera Advisor Networks
California
$8.22M

Top Sellers

1
CFA
1
Carroll Financial Associates
North Carolina
$198K
2
AI
2
Atria Investments
North Carolina
$0
3
MFS
3
MSI Financial Services
Massachusetts
$0
4
SI
4
SII Investments
Wisconsin
$0
5
HFS
5
HL Financial Services
Kentucky
$297K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$73.9M 2,656,716 +2,656,716 New
WBG
2
Wharton Business Group
Pennsylvania
$63.6M 2,285,530 +381,045 +20%
EC
3
Estate Counselors
Wisconsin
$16.9M 608,430 +33,960 +6%
BPB
4
Badgley, Phelps & Bell
Washington
$14.3M 515,406 +36,922 +8%
P
5
Palladiem
Pennsylvania
$12.1M 435,560 +435,560 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$11.4M 411,127 +249,153 +154%
UCFA
7
United Capital Financial Advisors
Texas
$10.8M 388,799 +208,975 +116%
Goldman Sachs
8
Goldman Sachs
New York
$9.22M 331,425 +331,425 New
CAN
9
Cetera Advisor Networks
California
$8.22M 295,510 +295,510 New
CG
10
Colony Group
Massachusetts
$7.81M 280,756 +193,899 +223%
LPL Financial
11
LPL Financial
California
$7.37M 264,748 +118,347 +81%
IFWM
12
Institute for Wealth Management
Colorado
$7.05M 253,171 +253,171 New
SWP
13
Stratos Wealth Partners
Ohio
$6.85M 245,968 +177,176 +258%
HighTower Advisors
14
HighTower Advisors
Illinois
$6.81M 244,528 +42,119 +21%
AIG
15
American International Group
New York
$4.64M 166,850 +30,298 +22%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.79M 100,141 +70,288 +235%
OC
17
Oppenheimer & Co
New York
$2.18M 78,172 +47,371 +154%
GHF
18
Good Harbor Financial
Illinois
$2.13M 76,615 +76,615 New
PI
19
Placemark Investments
Illinois
$1.94M 69,679 +69,679 New
BWA
20
Burt Wealth Advisors
Maryland
$1.77M 63,730 +63,730 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.75M 62,886 +29,310 +87%
WSTAM
22
Wilbanks Smith & Thomas Asset Management
Virginia
$1.47M 52,735 +52,735 New
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$1.28M 45,906 +26,982 +143%
SPC
24
Sigma Planning Corp
Michigan
$639K 22,963 +22,963 New
CC
25
Curian Capital
Colorado
$538K 19,334 +19,334 New
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