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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.

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 Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$4.41M 124,103
SWP
2
Stratos Wealth Partners
Ohio
$1.56M 53,240 +33,225 +166%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.18M 40,207 +40,207 New
UCFA
4
United Capital Financial Advisors
Texas
$700K 23,885 +166 +0.7%
LPL Financial
5
LPL Financial
California
$635K 21,684 +11,201 +107%
PG
6
Patten Group
Tennessee
$630K 21,490 -1,817 -8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$602K 20,536 +20,536 New
N
8
Natixis
France
$599K 20,460 +4,197 +26%
Jane Street
9
Jane Street
New York
$559K 19,074 -30,252 -61%
Wolverine Trading
10
Wolverine Trading
Illinois
$468K 15,969 +15,969 New
APA
11
American Portfolios Advisors
New York
$445K 15,187 +3,851 +34%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$364K 12,445 -650 -5%
UBS Group
13
UBS Group
Switzerland
$159K 5,438 -2,322 -30%
BWA
14
Burt Wealth Advisors
Maryland
$159K 5,425
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$62K 2,100
ASN
16
Advisory Services Network
Georgia
$18K 611 -149 -20%
Morgan Stanley
17
Morgan Stanley
New York
$7K 245
AIC
18
Ameritas Investment Company
Nebraska
$7K 258 +258 New
CAN
19
Claraphi Advisory Network
United States
$6K 210 +210 New
AWA
20
Arkadios Wealth Advisors
Georgia
$205 7
Citadel Advisors
21
Citadel Advisors
Florida
-43,657 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-41,878 Closed
UWM
23
USAdvisors Wealth Management
Minnesota
-20,535 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
Wells Fargo
25
Wells Fargo
California
$0 1