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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

54 hedge funds and large institutions have $102M invested in Invesco S&P 500 Downside Hedged ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
6
Increased
26
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WP
1
WealthPLAN Partners
Nebraska
$9.31M
2
LPL Financial
2
LPL Financial
California
$16.7M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$3.62M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$3.33M
5
CCFM
5
Clear Creek Financial Management
Washington
$2.06M

Top Sellers

1
ARC
1
Advisor Resource Council
Texas
$0
2
PWM
2
PRW Wealth Management
Massachusetts
$0
3
UBS Group
3
UBS Group
Switzerland
$211K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.03M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$939K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$16.7M 467,903 +213,715 +84%
FPB
2
First PREMIER Bank
South Dakota
$13.9M 387,846 +40,155 +12%
WP
3
WealthPLAN Partners
Nebraska
$9.31M 243,026 +243,026 New
CA
4
CGN Advisors
Kansas
$6.38M 178,562 +8,303 +5%
CPC
5
Congress Park Capital
New York
$4.03M 112,733 +18,386 +19%
BWG
6
Beta Wealth Group
California
$3.63M 101,685 -395 -0.4%
MIAN
7
Mariner Independent Advisor Network
Kansas
$3.62M 101,387 +101,387 New
MML Investors Services
8
MML Investors Services
Massachusetts
$3.33M 93,321 +87,386 +1,472%
WOSD
9
WFA of San Diego
California
$3.33M 93,232 -3,749 -4%
SWP
10
Stratos Wealth Partners
Ohio
$2.71M 75,802 +1,651 +2%
WSTAM
11
Wilbanks Smith & Thomas Asset Management
Virginia
$2.54M 70,981 +234 +0.3%
KA
12
Kovack Advisors
Florida
$2.5M 70,088 +20,622 +42%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.48M 69,331 +33,249 +92%
CCFM
14
Clear Creek Financial Management
Washington
$2.06M 57,711 +57,711 New
OMC
15
Old Mission Capital
Illinois
$2.01M 56,262 +21,426 +62%
PAG
16
Private Advisor Group
New Jersey
$1.78M 49,722 +9,539 +24%
AI
17
Atria Investments
North Carolina
$1.74M 48,609 -3,726 -7%
PG
18
Patten Group
Tennessee
$1.74M 48,555 +9,519 +24%
VFG
19
V2 Financial group
Illinois
$1.54M 43,083 +167 +0.4%
RPSA
20
Richard P. Slaughter Associates
Texas
$1.42M 39,684 -2,914 -7%
CAN
21
Cetera Advisor Networks
California
$1.32M 36,797 +3,670 +11%
APA
22
American Portfolios Advisors
New York
$1.31M 36,613 +3,871 +12%
N
23
Natixis
France
$1.08M 30,127 -1,438 -5%
IAIM
24
International Assets Investment Management
Florida
$1.05M 31,306 +14,269 +84%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.03M 28,823 -4,173 -13%
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