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Invesco S&P 500 Downside Hedged ETF

40 hedge funds and large institutions have $219M invested in Invesco S&P 500 Downside Hedged ETF in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

28% less capital invested

Capital invested by funds: $304M → $219M (-$85.5M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
40
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$88.9M
2
$16.8M
3
$16.3M
4
$14.3M
5
$12.3M
6
$11.4M
7
$10.7M
8
$10.1M
9
$6.03M
10
$5.58M
11
$3.98M
12
$3.76M
13
$2.78M
14
$2.06M
15
$1.92M
16
$1.84M
17
$1.64M
18
$1.33M
19
$899K
20
$756K
21
$748K
22
$719K
23
$680K
24
$678K
25
$535K