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Invesco S&P 500 Downside Hedged ETF

20 hedge funds and large institutions have $5.29M invested in Invesco S&P 500 Downside Hedged ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

5% more funds holding

Funds holding: 1920 (+1)

6.95% less ownership

Funds ownership: 27.81%20.86% (-7%)

13% less capital invested

Capital invested by funds: $6.09M → $5.29M (-$799K)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$1.85M -$703K -24,141 -27%
UCFA
2
United Capital Financial Advisors
Texas
$652K +$6.09K +209 +0.9%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$618K -$38.6K -1,327 -6%
N
4
Natixis
France
$564K +$329K +11,295 +130%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$469K -$240K -8,241 -33%
APA
6
American Portfolios Advisors
New York
$311K +$97.3K +3,342 +43%
LPL Financial
7
LPL Financial
California
$284K +$44.5K +1,528 +18%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$164K
BWA
9
Burt Wealth Advisors
Maryland
$92K
SWP
10
Stratos Wealth Partners
Ohio
$86K -$153K -5,255 -63%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$59K -$31.3K -1,075 -34%
IA
12
IFP Advisors
Florida
$49K
CFA
13
Carroll Financial Associates
North Carolina
$23K +$58 +2 +0.2%
ASN
14
Advisory Services Network
Georgia
$21K +$21.9K +751 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$16K
Morgan Stanley
16
Morgan Stanley
New York
$9K
AG
17
Advisor Group
Arizona
$8K -$3.03K -104 -27%
PG
18
Patten Group
Tennessee
$5K +$4.95K +170 New
HI
19
Hudock Inc
Pennsylvania
$5K +$6.12K +210 New
Jane Street
20
Jane Street
New York
-$328K -12,025 Closed
TFA
21
Transamerica Financial Advisors
Florida
-$3K -108 Closed
HWM
22
Holloway Wealth Management
Florida
-$13K