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Invesco S&P 500 Downside Hedged ETF
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19 hedge funds and large institutions have $6.28M invested in Invesco S&P 500 Downside Hedged ETF in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

14% more capital invested

Capital invested by funds: $5.52M → $6.28M (+$762K)

1.63% more ownership

Funds ownership: 21.96% → 23.59% (+1.6%)

10% less funds holding

Funds holding: 21 → 19 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
10
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.56M
2
PG
Patten Group
Tennessee
+$363K
3
AWA
Arete Wealth Advisors
Illinois
+$350K
4
AG
Advisor Group
Arizona
+$109K
5
LPL Financial
LPL Financial
California
+$92K

Top Sellers

1
Jane Street
Jane Street
New York
-$1.01M
2
VF
Virtu Financial
New York
-$438K
3
UBS Group
UBS Group
Switzerland
-$227K
4
RIA
Regal Investment Advisors
Michigan
-$209K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$163K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$1.6M +$1.56M +53,481 +9,253%
UBS Group
2
UBS Group
Switzerland
$747K -$227K -7,797 -24%
UCFA
3
United Capital Financial Advisors
Texas
$688K +$2.3K +79 +0.3%
N
4
Natixis
France
$592K +$2.97K +102 +0.5%
PG
5
Patten Group
Tennessee
$531K +$363K +12,470 +228%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$505K -$10K -344 -2%
LPL Financial
7
LPL Financial
California
$452K +$92K +3,159 +26%
AWA
8
Arete Wealth Advisors
Illinois
$356K +$350K +12,016 New
APA
9
American Portfolios Advisors
New York
$327K +$466 +16 +0.1%
AG
10
Advisor Group
Arizona
$120K +$109K +3,738 +1,298%
BWA
11
Burt Wealth Advisors
Maryland
$108K +$11.7K +400 +12%
SWP
12
Stratos Wealth Partners
Ohio
$80K +$79.1K +2,714 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$62K – – –
IA
14
IFP Advisors
Florida
$53K – – –
CFA
15
Carroll Financial Associates
North Carolina
$25K +$87 +3 +0.4%
ASN
16
Advisory Services Network
Georgia
$22K +$29 +1 +0.1%
Morgan Stanley
17
Morgan Stanley
New York
$7K -$2.19K -75 -23%
HI
18
Hudock Inc
Pennsylvania
$6K – – –
Jane Street
19
Jane Street
New York
– -$1.01M -36,269 Closed
VF
20
Virtu Financial
New York
– -$438K -15,702 Closed
RIA
21
Regal Investment Advisors
Michigan
– -$209K -7,466 Closed
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
– -$163K -5,825 Closed