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Invesco S&P 500 Downside Hedged ETF

43 hedge funds and large institutions have $50.5M invested in Invesco S&P 500 Downside Hedged ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 6

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

13% more funds holding

Funds holding: 3843 (+5)

1.96% more ownership

Funds ownership: 36.45%38.4% (+2%)

4% less capital invested

Capital invested by funds: $52.6M → $50.5M (-$2.14M)

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
18
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$8M -$4.48M -136,900 -36%
CA
2
CGN Advisors
Kansas
$4.99M +$4.94M +150,923 New
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$4.41M
BTWM
4
Baker Tilly Wealth Management
Wisconsin
$3.85M +$3.81M +116,300 New
FPB
5
First PREMIER Bank
South Dakota
$3.01M +$447K +13,658 +18%
BWG
6
Beta Wealth Group
California
$2.9M +$2.87M +87,585 New
CPC
7
Congress Park Capital
New York
$2.88M -$790K -24,154 -22%
SWP
8
Stratos Wealth Partners
Ohio
$1.99M +$137K +4,181 +7%
DA
9
Doliver Advisors
Texas
$1.72M +$696K +21,278 +69%
AI
10
Atria Investments
North Carolina
$1.24M +$227K +6,938 +23%
PAG
11
Private Advisor Group
New Jersey
$1.18M -$323K -9,881 -22%
Citadel Advisors
12
Citadel Advisors
Florida
$1.12M +$1.11M +33,894 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.07M +$132K +4,040 +14%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.04M -$502K -15,327 -33%
PG
15
Patten Group
Tennessee
$898K +$108K +3,287 +14%
RPSA
16
Richard P. Slaughter Associates
Texas
$876K +$25K +763 +3%
UBS Group
17
UBS Group
Switzerland
$801K +$638K +19,483 +412%
UCFA
18
United Capital Financial Advisors
Texas
$794K +$1.05K +32 +0.1%
APA
19
American Portfolios Advisors
New York
$786K +$191K +5,847 +33%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$709K -$598K -18,275 -46%
GVAG
21
Great Valley Advisor Group
Delaware
$692K +$70.1K +2,143 +11%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$652K +$102K +3,110 +19%
P
23
Palladiem
Pennsylvania
$629K +$623K +19,024 New
N
24
Natixis
France
$606K -$58.5K -1,787 -9%
IWM
25
IHT Wealth Management
Illinois
$540K +$146K +4,447 +37%