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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

37 hedge funds and large institutions have $52.3M invested in Invesco S&P 500 Downside Hedged ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
37
Holders Change
+10
Holders Change %
+37.04%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
13
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$12.7M
2
LPL Financial
2
LPL Financial
California
$12.5M
3
CPC
3
Congress Park Capital
New York
$3.67M
4
FPB
4
First PREMIER Bank
South Dakota
$2.55M
5
DA
5
Doliver Advisors
Texas
$1.02M

Top Sellers

1
WOSD
1
WFA of San Diego
California
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$934K
3
GVAG
3
Great Valley Advisor Group
Delaware
$620K
4
BWA
4
Burt Wealth Advisors
Maryland
$121K
5
UBS Group
5
UBS Group
Switzerland
$156K
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
1
Truist Financial
North Carolina
$12.7M 383,493 +271,603 +243%
LPL Financial
2
LPL Financial
California
$12.5M 378,726 +204,263 +117%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$4.41M 124,103 – –
CPC
4
Congress Park Capital
New York
$3.67M 111,328 +111,328 New
FPB
5
First PREMIER Bank
South Dakota
$2.55M 77,378 +35,378 +84%
SWP
6
Stratos Wealth Partners
Ohio
$1.85M 56,074 +3,282 +6%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.55M 46,898 +20,570 +78%
PAG
8
Private Advisor Group
New Jersey
$1.5M 45,407 +13,125 +41%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.31M 39,706 +12,103 +44%
DA
10
Doliver Advisors
Texas
$1.02M 30,868 +30,868 New
AI
11
Atria Investments
North Carolina
$1.01M 30,559 +30,559 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$934K 28,307 -18,007 -39%
RPSA
13
Richard P. Slaughter Associates
Texas
$848K 25,735 +25,735 New
UCFA
14
United Capital Financial Advisors
Texas
$791K 23,981 +45 +0.2%
PG
15
Patten Group
Tennessee
$787K 23,860 +2,135 +10%
N
16
Natixis
France
$664K 20,114 -346 -2%
GVAG
17
Great Valley Advisor Group
Delaware
$620K 18,788 -2,337 -11%
APA
18
American Portfolios Advisors
New York
$591K 17,917 +465 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$548K 16,621 +4,884 +42%
EH
20
Equitable Holdings
New York
$406K 12,320 +12,320 New
IWM
21
IHT Wealth Management
Illinois
$392K 11,870 +1,403 +13%
IFG
22
Investors Financial Group
Minnesota
$341K 10,340 +10,340 New
Wolverine Trading
23
Wolverine Trading
Illinois
$286K 8,737 +8,737 New
FHA
24
Flagship Harbor Advisors
Massachusetts
$240K 7,289 +1,907 +35%
Jane Street
25
Jane Street
New York
$218K 6,608 +6,608 New
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