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Invesco S&P 500 Downside Hedged ETF

21 hedge funds and large institutions have $12.6M invested in Invesco S&P 500 Downside Hedged ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

0% more funds holding

Funds holding: 2121 (0)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

1% less capital invested

Capital invested by funds: $12.7M → $12.6M (-$153K)

6.5% less ownership

Funds ownership: 60.18%53.68% (-6.5%)

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$4.41M
SWP
2
Stratos Wealth Partners
Ohio
$1.56M +$957K +33,225 +166%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.18M +$1.16M +40,207 New
UCFA
4
United Capital Financial Advisors
Texas
$700K +$4.78K +166 +0.7%
LPL Financial
5
LPL Financial
California
$635K +$323K +11,201 +107%
PG
6
Patten Group
Tennessee
$630K -$52.3K -1,817 -8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$602K +$591K +20,536 New
N
8
Natixis
France
$599K +$121K +4,197 +26%
Jane Street
9
Jane Street
New York
$559K -$871K -30,252 -61%
Wolverine Trading
10
Wolverine Trading
Illinois
$468K +$460K +15,969 New
APA
11
American Portfolios Advisors
New York
$445K +$111K +3,851 +34%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$364K -$18.7K -650 -5%
UBS Group
13
UBS Group
Switzerland
$159K -$66.9K -2,322 -30%
BWA
14
Burt Wealth Advisors
Maryland
$159K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$62K
ASN
16
Advisory Services Network
Georgia
$18K -$4.29K -149 -20%
Morgan Stanley
17
Morgan Stanley
New York
$7K
AIC
18
Ameritas Investment Company
Nebraska
$7K +$7.43K +258 New
CAN
19
Claraphi Advisory Network
United States
$6K +$6.05K +210 New
AWA
20
Arkadios Wealth Advisors
Georgia
$205
Citadel Advisors
21
Citadel Advisors
Florida
-$1.22M -43,657 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$1.17M -41,878 Closed
UWM
23
USAdvisors Wealth Management
Minnesota
-$574K -20,535 Closed