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Invesco S&P 500 Downside Hedged ETF

60 hedge funds and large institutions have $118M invested in Invesco S&P 500 Downside Hedged ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 28 reducing their positions, and 21 closing their positions.

Holders
60
Holders Change
-11
Holders Change %
-15.49%
% of All Funds
1.01%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
12
Increased
14
Reduced
28
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$19.2M 589,524 +108,329 +23%
LPL Financial
2
LPL Financial
California
$15.2M 467,269 -300,704 -39%
FPB
3
First PREMIER Bank
South Dakota
$14.3M 438,770 -22,217 -5%
MIAN
4
Mariner Independent Advisor Network
Kansas
$7.52M 229,192 -33,063 -13%
JCA
5
January Capital Advisors
California
$3.8M 116,466 -943 -0.8%
SWP
6
Stratos Wealth Partners
Ohio
$3.58M 109,580 -395,367 -78%
AC
7
Anson Capital
Georgia
$3.28M 100,473 -5,257 -5%
BWG
8
Beta Wealth Group
California
$2.95M 90,330 -3,192 -3%
WOSD
9
WFA of San Diego
California
$2.81M 86,260 -6,600 -7%
PAG
10
Private Advisor Group
New Jersey
$2.74M 83,845 -14,489 -15%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.44M 74,906 +54,662 +270%
WSTAM
12
Wilbanks Smith & Thomas Asset Management
Virginia
$2.44M 74,680 +6,117 +9%
FHA
13
Flagship Harbor Advisors
Massachusetts
$2.41M 73,978 +25,662 +53%
KA
14
Kovack Advisors
Florida
$2.27M 69,562
DWM
15
Darwin Wealth Management
Florida
$2.2M 63,765 +63,765 New
OMC
16
Old Mission Capital
Illinois
$2.2M 67,385 +42,663 +173%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.12M 64,877 -92,826 -59%
Jane Street
18
Jane Street
New York
$2.04M 62,575 +28,821 +85%
PG
19
Patten Group
Tennessee
$1.86M 56,042 -42 -0.1%
AI
20
Atria Investments
North Carolina
$1.84M 56,337 -70 -0.1%
AWS
21
Atria Wealth Solutions
New York
$1.66M 50,944 -12,122 -19%
KAS
22
Kestra Advisory Services
Texas
$1.31M 40,205 +14,196 +55%
CAN
23
Cetera Advisor Networks
California
$1.28M 39,258 -2,916 -7%
ARC
24
Advisor Resource Council
Texas
$1.24M 37,892 +37,892 New
EDRH
25
Edmond de Rothschild Holding
Switzerland
$1.16M 35,505 -5,500 -13%