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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
SWP
1
Stratos Wealth Partners
Ohio
$18.2M
2
WIM
2
WealthPlan Investment Management
Nebraska
$11.5M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$11.2M
4
LPL Financial
4
LPL Financial
California
$27.8M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$9.3M

Top Sellers

1
JCA
1
January Capital Advisors
California
$3.83M
2
TWM
2
TMD Wealth Management
Arizona
$0
3
ARC
3
Advisor Resource Council
Texas
$0
4
EDRH
4
Edmond de Rothschild Holding
Switzerland
$1.48M
5
CCP
5
Cassia Capital Partners
North Carolina
$9.11M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$27.8M 767,973 +156,028 +25%
SWP
2
Stratos Wealth Partners
Ohio
$18.2M 504,947 +427,886 +555%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$17.4M 481,195 +5,131 +1%
FPB
4
First PREMIER Bank
South Dakota
$16.7M 460,987 +56,891 +14%
WP
5
WealthPLAN Partners
Nebraska
$11.5M 332,650 +77,929 +31%
WIM
6
WealthPlan Investment Management
Nebraska
$11.5M 332,650 +332,650 New
DAS
7
Dynamic Advisor Solutions
Arizona
$11.2M 308,976 +165,571 +115%
CA
8
CGN Advisors
Kansas
$10.2M 281,217 +71,285 +34%
MIAN
9
Mariner Independent Advisor Network
Kansas
$9.48M 262,255 +48,278 +23%
MML Investors Services
10
MML Investors Services
Massachusetts
$9.3M 257,233 +150,148 +140%
CCP
11
Cassia Capital Partners
North Carolina
$9.11M 252,058 -25,458 -9%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.7M 157,703 +11,560 +8%
CPC
13
Congress Park Capital
New York
$4.97M 137,498 +9,524 +7%
TF
14
Trek Financial
Arizona
$3.94M 108,937 +108,937 New
JCA
15
January Capital Advisors
California
$3.83M 117,409 -69,801 -37%
AC
16
Anson Capital
Georgia
$3.82M 105,730 +3,443 +3%
PAG
17
Private Advisor Group
New Jersey
$3.55M 98,334 +19,798 +25%
BWG
18
Beta Wealth Group
California
$3.38M 93,522 -8,163 -8%
WOSD
19
WFA of San Diego
California
$3.36M 92,860 -543 -0.6%
KA
20
Kovack Advisors
Florida
$2.51M 69,562 +34 +0%
WSTAM
21
Wilbanks Smith & Thomas Asset Management
Virginia
$2.35M 68,563 +2,049 +3%
AWS
22
Atria Wealth Solutions
New York
$2.28M 63,066 +63,066 New
DIM
23
Delta Investment Management
California
$2.13M 58,786 +58,786 New
LC
24
LCNB Corp
Ohio
$2.12M 58,675 +58,675 New
IAIM
25
International Assets Investment Management
Florida
$2.11M 65,950 +6,290 +11%
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