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Invesco S&P 500 Downside Hedged ETF

20 hedge funds and large institutions have $5.54M invested in Invesco S&P 500 Downside Hedged ETF in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 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

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

5% more funds holding

Funds holding: 1920 (+1)

0.2% less ownership

Funds ownership: 23.59%23.39% (-0.2%)

12% less capital invested

Capital invested by funds: $6.28M → $5.54M (-$745K)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$975K +$1.03M +37,153 New
PG
2
Patten Group
Tennessee
$776K +$322K +11,620 +65%
AWA
3
Arete Wealth Advisors
Illinois
$617K +$319K +11,504 +96%
UCFA
4
United Capital Financial Advisors
Texas
$612K +$2.38K +86 +0.4%
N
5
Natixis
France
$525K +$139 +5 +0%
UBS Group
6
UBS Group
Switzerland
$478K -$195K -7,026 -28%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$421K -$28.2K -1,017 -6%
LPL Financial
8
LPL Financial
California
$342K -$62.5K -2,256 -15%
APA
9
American Portfolios Advisors
New York
$294K +$4.07K +147 +1%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$131K -$1.36M -49,069 -91%
AIC
11
Ameritas Investment Company
Nebraska
$114K +$120K +4,328 New
BWA
12
Burt Wealth Advisors
Maryland
$96K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$55K
IA
14
IFP Advisors
Florida
$48K
ASN
15
Advisory Services Network
Georgia
$20K +$28 +1 +0.1%
HWM
16
Holloway Wealth Management
Florida
$13K
AG
17
Advisor Group
Arizona
$8K -$104K -3,738 -93%
Morgan Stanley
18
Morgan Stanley
New York
$6K
HI
19
Hudock Inc
Pennsylvania
$5K
SWP
20
Stratos Wealth Partners
Ohio
-$80K -2,714 Closed
CFA
21
Carroll Financial Associates
North Carolina
-$25K -857 Closed
Fidelity Investments
22
Fidelity Investments
Massachusetts
+$28 +1 New