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Invesco S&P 500 Downside Hedged ETF

42 hedge funds and large institutions have $50.2M invested in Invesco S&P 500 Downside Hedged ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 5 closing their positions.

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
17
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$8M 241,826 -136,900 -36%
CA
2
CGN Advisors
Kansas
$4.99M 150,923 +150,923 New
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$4.41M 124,103
BTWM
4
Baker Tilly Wealth Management
Wisconsin
$3.85M 116,300 +116,300 New
FPB
5
First PREMIER Bank
South Dakota
$3.01M 91,036 +13,658 +18%
BWG
6
Beta Wealth Group
California
$2.9M 87,585 +87,585 New
CPC
7
Congress Park Capital
New York
$2.88M 87,174 -24,154 -22%
SWP
8
Stratos Wealth Partners
Ohio
$1.99M 60,255 +4,181 +7%
DA
9
Doliver Advisors
Texas
$1.72M 52,146 +21,278 +69%
AI
10
Atria Investments
North Carolina
$1.24M 37,497 +6,938 +23%
PAG
11
Private Advisor Group
New Jersey
$1.18M 35,526 -9,881 -22%
Citadel Advisors
12
Citadel Advisors
Florida
$1.12M 33,894 +33,894 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.07M 32,347 +4,040 +14%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.05M 31,571 -15,327 -33%
PG
15
Patten Group
Tennessee
$898K 27,147 +3,287 +14%
RPSA
16
Richard P. Slaughter Associates
Texas
$876K 26,498 +763 +3%
UBS Group
17
UBS Group
Switzerland
$801K 24,213 +19,483 +412%
UCFA
18
United Capital Financial Advisors
Texas
$794K 24,013 +32 +0.1%
APA
19
American Portfolios Advisors
New York
$786K 23,764 +5,847 +33%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$709K 21,431 -18,275 -46%
GVAG
21
Great Valley Advisor Group
Delaware
$692K 20,931 +2,143 +11%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$652K 19,731 +3,110 +19%
P
23
Palladiem
Pennsylvania
$629K 19,024 +19,024 New
N
24
Natixis
France
$606K 18,327 -1,787 -9%
IWM
25
IHT Wealth Management
Illinois
$540K 16,317 +4,447 +37%