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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

65 hedge funds and large institutions have $176M invested in Invesco S&P 500 Downside Hedged ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 8 closing their positions.

Holders
65
Holders Change
+11
Holders Change %
+20.37%
% of All Funds
1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
28
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$18.1M
2
CCP
2
Cassia Capital Partners
North Carolina
$10.6M
3
JCA
3
January Capital Advisors
California
$7.13M
4
LPL Financial
4
LPL Financial
California
$23.3M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$5.46M

Top Sellers

1
CCFM
1
Clear Creek Financial Management
Washington
$0
2
OMC
2
Old Mission Capital
Illinois
$426K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$236K
4
VFG
4
V2 Financial group
Illinois
$939K
5
ASN
5
Advisory Services Network
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$23.3M 611,945 +144,042 +31%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$18.1M 476,064 +476,064 New
FPB
3
First PREMIER Bank
South Dakota
$15.4M 404,096 +16,250 +4%
CCP
4
Cassia Capital Partners
North Carolina
$10.6M 277,516 +277,516 New
WP
5
WealthPLAN Partners
Nebraska
$9.47M 254,721 +11,695 +5%
MIAN
6
Mariner Independent Advisor Network
Kansas
$8.16M 213,977 +112,590 +111%
CA
7
CGN Advisors
Kansas
$7.99M 209,932 +31,370 +18%
JCA
8
January Capital Advisors
California
$7.13M 187,210 +187,210 New
Osaic Holdings
9
Osaic Holdings
Arizona
$5.56M 146,143 +76,812 +111%
DAS
10
Dynamic Advisor Solutions
Arizona
$5.46M 143,405 +143,405 New
CPC
11
Congress Park Capital
New York
$4.87M 127,974 +15,241 +14%
MML Investors Services
12
MML Investors Services
Massachusetts
$4.08M 107,085 +13,764 +15%
AC
13
Anson Capital
Georgia
$3.66M 102,287 +102,287 New
BWG
14
Beta Wealth Group
California
$3.63M 101,685 – –
WOSD
15
WFA of San Diego
California
$3.56M 93,403 +171 +0.2%
EDRH
16
Edmond de Rothschild Holding
Switzerland
$3.04M 79,860 +61,625 +338%
PAG
17
Private Advisor Group
New Jersey
$2.99M 78,536 +28,814 +58%
SWP
18
Stratos Wealth Partners
Ohio
$2.93M 77,061 +1,259 +2%
KA
19
Kovack Advisors
Florida
$2.65M 69,528 -560 -0.8%
WSTAM
20
Wilbanks Smith & Thomas Asset Management
Virginia
$2.53M 66,514 -4,467 -6%
PG
21
Patten Group
Tennessee
$2.05M 53,753 +5,198 +11%
TWM
22
TMD Wealth Management
Arizona
$2.04M 53,516 +53,516 New
AI
23
Atria Investments
North Carolina
$1.86M 48,821 +212 +0.4%
AAS
24
Avantax Advisory Services
Texas
$1.82M 47,802 +47,802 New
IAIM
25
International Assets Investment Management
Florida
$1.7M 59,660 +28,354 +91%
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