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Invesco S&P 500 Downside Hedged ETF

17 hedge funds and large institutions have $8.72M invested in Invesco S&P 500 Downside Hedged ETF in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
2
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$3.98M 166,004 +59,808 +56%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.66M 69,320 -1,755 -2%
Jane Street
3
Jane Street
New York
$910K 37,934 +37,934 New
Citadel Advisors
4
Citadel Advisors
Florida
$541K 22,554 +22,554 New
UCFA
5
United Capital Financial Advisors
Texas
$538K 22,441 +89 +0.4%
Invesco
6
Invesco
Georgia
$224K 9,357 -5,987 -39%
LPL Financial
7
LPL Financial
California
$201K 8,349 +8,349 New
BWA
8
Burt Wealth Advisors
Maryland
$177K 7,390
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$156K 6,509
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$140K 5,825 +5,825 New
IA
11
IFP Advisors
Florida
$76K 3,155 -56,859 -95%
AG
12
Advisor Group
Arizona
$74K 3,078 -2,874 -48%
CFA
13
Carroll Financial Associates
North Carolina
$20K 835
MFS
14
MSI Financial Services
Massachusetts
$9K 385 -470 -55%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$3K 119 -483 -80%
TFA
16
Transamerica Financial Advisors
Florida
$3K 108
TA
17
TMD & Associates
Arizona
-200,475 Closed
CG
18
Colony Group
Massachusetts
-11,678 Closed
SWP
19
Stratos Wealth Partners
Ohio
-8,436 Closed
WA
20
WFG Advisors
Texas
-1,114 Closed
Parallax Volatility Advisers
21
Parallax Volatility Advisers
California
$0 1