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Invesco S&P 500 Downside Hedged ETF

71 hedge funds and large institutions have $231M invested in Invesco S&P 500 Downside Hedged ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 15

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

31% more capital invested

Capital invested by funds: $176M → $231M (+$54.9M)

9% more funds holding

Funds holding: 6571 (+6)

7.63% more ownership

Funds ownership: 51.01%58.65% (+7.6%)

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.12%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
14
Increased
38
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$27.8M +$5.73M +156,028 +25%
SWP
2
Stratos Wealth Partners
Ohio
$18.2M +$15.7M +427,886 +555%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$17.4M +$188K +5,131 +1%
FPB
4
First PREMIER Bank
South Dakota
$16.7M +$2.09M +56,891 +14%
WP
5
WealthPLAN Partners
Nebraska
$11.5M +$2.86M +77,929 +31%
WIM
6
WealthPlan Investment Management
Nebraska
$11.5M +$12.2M +332,650 New
DAS
7
Dynamic Advisor Solutions
Arizona
$11.2M +$6.08M +165,571 +115%
CA
8
CGN Advisors
Kansas
$10.2M +$2.62M +71,285 +34%
MIAN
9
Mariner Independent Advisor Network
Kansas
$9.48M +$1.77M +48,278 +23%
MML Investors Services
10
MML Investors Services
Massachusetts
$9.3M +$5.51M +150,148 +140%
CCP
11
Cassia Capital Partners
North Carolina
$9.11M -$935K -25,458 -9%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.7M +$424K +11,560 +8%
CPC
13
Congress Park Capital
New York
$4.97M +$350K +9,524 +7%
TF
14
Trek Financial
Arizona
$3.94M +$4M +108,937 New
JCA
15
January Capital Advisors
California
$3.83M -$2.56M -69,801 -37%
AC
16
Anson Capital
Georgia
$3.82M +$126K +3,443 +3%
PAG
17
Private Advisor Group
New Jersey
$3.55M +$727K +19,798 +25%
BWG
18
Beta Wealth Group
California
$3.38M -$300K -8,163 -8%
WOSD
19
WFA of San Diego
California
$3.36M -$19.9K -543 -0.6%
KA
20
Kovack Advisors
Florida
$2.51M +$1.25K +34 +0%
WSTAM
21
Wilbanks Smith & Thomas Asset Management
Virginia
$2.35M +$75.2K +2,049 +3%
AWS
22
Atria Wealth Solutions
New York
$2.28M +$2.32M +63,066 New
DIM
23
Delta Investment Management
California
$2.13M +$2.16M +58,786 New
LC
24
LCNB Corp
Ohio
$2.12M +$2.15M +58,675 New
IAIM
25
International Assets Investment Management
Florida
$2.11M +$231K +6,290 +11%