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Invesco S&P 500 Downside Hedged ETF

53 hedge funds and large institutions have $79.9M invested in Invesco S&P 500 Downside Hedged ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

42% more capital invested

Capital invested by funds: $56.4M → $79.9M (+$23.5M)

23% more funds holding

Funds holding: 4353 (+10)

5.75% more ownership

Funds ownership: 41.61%47.35% (+5.7%)

Holders
53
Holders Change
+10
Holders Change %
+23.26%
% of All Funds
0.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
21
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPB
1
First PREMIER Bank
South Dakota
$12.4M +$6.67M +189,616 +120%
LPL Financial
2
LPL Financial
California
$9.04M +$449K +12,751 +5%
CA
3
CGN Advisors
Kansas
$6.05M +$63.1K +1,792 +1%
ARC
4
Advisor Resource Council
Texas
$4.68M +$4.64M +131,788 New
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$4.41M
BWG
6
Beta Wealth Group
California
$3.63M +$140K +3,973 +4%
WOSD
7
WFA of San Diego
California
$3.45M -$127K -3,623 -4%
CPC
8
Congress Park Capital
New York
$3.35M +$193K +5,477 +6%
SWP
9
Stratos Wealth Partners
Ohio
$2.64M +$278K +7,900 +12%
WSTAM
10
Wilbanks Smith & Thomas Asset Management
Virginia
$2.52M +$2.49M +70,747 New
AI
11
Atria Investments
North Carolina
$1.86M +$338K +9,597 +22%
KA
12
Kovack Advisors
Florida
$1.76M +$1.74M +49,466 New
VFG
13
V2 Financial group
Illinois
$1.53M -$520K -14,777 -26%
RPSA
14
Richard P. Slaughter Associates
Texas
$1.51M +$37.8K +1,074 +3%
PAG
15
Private Advisor Group
New Jersey
$1.43M +$239K +6,804 +20%
PG
16
Patten Group
Tennessee
$1.39M +$226K +6,412 +20%
PWM
17
PRW Wealth Management
Massachusetts
$1.39M +$1.37M +39,036 New
Osaic Holdings
18
Osaic Holdings
Arizona
$1.28M +$142K +4,032 +13%
OMC
19
Old Mission Capital
Illinois
$1.24M +$231K +6,573 +23%
CAN
20
Cetera Advisor Networks
California
$1.18M +$1.17M +33,127 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.17M +$68.3K +1,940 +6%
APA
22
American Portfolios Advisors
New York
$1.16M +$82.4K +2,343 +8%
N
23
Natixis
France
$1.12M -$2.6K -74 -0.2%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.08M +$513K +14,590 +92%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$915K +$266K +7,568 +42%