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Invesco S&P 500 Downside Hedged ETF

28 hedge funds and large institutions have $28.6M invested in Invesco S&P 500 Downside Hedged ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

127% more capital invested

Capital invested by funds: $12.6M → $28.6M (+$16M)

33% more funds holding

Funds holding: 2128 (+7)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

8.45% less ownership

Funds ownership: 53.68%45.23% (-8.4%)

Holders
28
Holders Change
+7
Holders Change %
+33.33%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
5
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.41M +$4.6M +152,779 +705%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$4.41M
Truist Financial
3
Truist Financial
North Carolina
$3.47M +$3.37M +111,890 New
WOSD
4
WFA of San Diego
California
$3.38M +$3.29M +109,094 New
SWP
5
Stratos Wealth Partners
Ohio
$1.64M -$13.5K -448 -0.8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.44M +$777K +25,778 +126%
FPB
7
First PREMIER Bank
South Dakota
$1.3M +$1.27M +42,000 New
PAG
8
Private Advisor Group
New Jersey
$1M +$973K +32,282 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$855K +$832K +27,603 New
Osaic Holdings
10
Osaic Holdings
Arizona
$816K -$418K -13,879 -35%
UCFA
11
United Capital Financial Advisors
Texas
$742K +$1.54K +51 +0.2%
PG
12
Patten Group
Tennessee
$673K +$7.08K +235 +1%
GVAG
13
Great Valley Advisor Group
Delaware
$654K +$637K +21,125 New
N
14
Natixis
France
$634K
APA
15
American Portfolios Advisors
New York
$541K +$68.3K +2,265 +15%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$363K -$21.3K -708 -6%
IWM
17
IHT Wealth Management
Illinois
$324K +$315K +10,467 New
IFG
18
Independent Financial Group
California
$275K +$268K +8,877 New
BWA
19
Burt Wealth Advisors
Maryland
$168K
FHA
20
Flagship Harbor Advisors
Massachusetts
$166K +$162K +5,382 New
UBS Group
21
UBS Group
Switzerland
$157K -$10.8K -358 -7%
FNBOSM
22
First National Bank of South Miami
Florida
$83K +$80.5K +2,672 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$65K
GWM
24
Geneos Wealth Management
Colorado
$16K +$15.8K +525 New
US Bancorp
25
US Bancorp
Minnesota
$15K +$15.1K +500 New