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Invesco S&P 500 Downside Hedged ETF

27 hedge funds and large institutions have $28.3M invested in Invesco S&P 500 Downside Hedged ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 5 closing their positions.

Holders
27
Holders Change
+6
Holders Change %
+28.57%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
5
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$5.41M 174,463 +152,779 +705%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$4.41M 124,103
Truist Financial
3
Truist Financial
North Carolina
$3.47M 111,890 +111,890 New
WOSD
4
WFA of San Diego
California
$3.38M 109,094 +109,094 New
SWP
5
Stratos Wealth Partners
Ohio
$1.64M 52,792 -448 -0.8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.44M 46,314 +25,778 +126%
FPB
7
First PREMIER Bank
South Dakota
$1.3M 42,000 +42,000 New
PAG
8
Private Advisor Group
New Jersey
$1M 32,282 +32,282 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$855K 27,603 +27,603 New
Osaic Holdings
10
Osaic Holdings
Arizona
$816K 26,328 -13,879 -35%
UCFA
11
United Capital Financial Advisors
Texas
$742K 23,936 +51 +0.2%
PG
12
Patten Group
Tennessee
$673K 21,725 +235 +1%
GVAG
13
Great Valley Advisor Group
Delaware
$654K 21,125 +21,125 New
N
14
Natixis
France
$634K 20,460
APA
15
American Portfolios Advisors
New York
$541K 17,452 +2,265 +15%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$363K 11,737 -708 -6%
IWM
17
IHT Wealth Management
Illinois
$324K 10,467 +10,467 New
BWA
18
Burt Wealth Advisors
Maryland
$168K 5,425
FHA
19
Flagship Harbor Advisors
Massachusetts
$166K 5,382 +5,382 New
UBS Group
20
UBS Group
Switzerland
$157K 5,080 -358 -7%
FNBOSM
21
First National Bank of South Miami
Florida
$83K 2,672 +2,672 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$65K 2,100
GWM
23
Geneos Wealth Management
Colorado
$16K 525 +525 New
US Bancorp
24
US Bancorp
Minnesota
$15K 500 +500 New
Morgan Stanley
25
Morgan Stanley
New York
$8K 245