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Invesco S&P 500 Downside Hedged ETF

35 hedge funds and large institutions have $107M invested in Invesco S&P 500 Downside Hedged ETF in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
35
Holders Change
-5
Holders Change %
-12.5%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.06%
New
3
Increased
5
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWP
1
Stratos Wealth Partners
Ohio
$34.4M 1,429,837 +954,134 +201%
WBG
2
Wharton Business Group
Pennsylvania
$18.3M 762,355 -39,405 -5%
BPB
3
Badgley, Phelps & Bell
Washington
$13M 540,562 -108,654 -17%
CFA
4
Carroll Financial Associates
North Carolina
$9.4M 388,127 -163,084 -30%
AIG
5
American International Group
New York
$6.44M 267,958 +52,289 +24%
CAN
6
Cetera Advisor Networks
California
$5.54M 230,875 -192,482 -45%
UBS Group
7
UBS Group
Switzerland
$3.8M 158,201 -3,277,629 -95%
CG
8
Colony Group
Massachusetts
$3.06M 127,147 -26,790 -17%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.52M 104,905 -2,577 -2%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$1.59M 66,185 -13,406 -17%
LPL Financial
11
LPL Financial
California
$1.1M 45,120 -25,952 -37%
UCFA
12
United Capital Financial Advisors
Texas
$1.07M 44,307 -345,036 -89%
HA
13
Hays Advisory
Tennessee
$818K 34,016 +6,222 +22%
GHF
14
Good Harbor Financial
Illinois
$725K 30,165 -33,192 -52%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$681K 28,324 -383,750 -93%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$671K 27,931 -23,392 -46%
TFA
17
Transamerica Financial Advisors
Florida
$659K 27,399 -7,354 -21%
VKH
18
Virtu KCG Holdings
New York
$601K 24,995 +24,995 New
Invesco
19
Invesco
Georgia
$581K 24,186 +3,517 +17%
HighTower Advisors
20
HighTower Advisors
Illinois
$264K 10,946 -17,962 -62%
SPC
21
Sigma Planning Corp
Michigan
$241K 10,018 -350 -3%
Bank of America
22
Bank of America
North Carolina
$239K 9,950 +9,950 New
Citadel Advisors
23
Citadel Advisors
Florida
$223K 9,281 +9,281 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$211K 8,769 -17,521 -67%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$176K 7,309 -11,418 -61%