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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

58 hedge funds and large institutions have $133M invested in Invesco S&P 500 Downside Hedged ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 14 closing their positions.

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
1%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
13
Increased
20
Reduced
18
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHA
1
Flagship Harbor Advisors
Massachusetts
$11.8M
2
WIM
2
WealthPlan Investment Management
Nebraska
$5.35M
3
CPC
3
Congress Park Capital
New York
$4.14M
4
BFG
4
Baron Financial Group
New Jersey
$3.09M
5
DWM
5
Darwin Wealth Management
Florida
$4.73M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$12.7M
2
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$0
3
Jane Street
3
Jane Street
New York
$0
4
OMC
4
Old Mission Capital
Illinois
$569K
5
AWS
5
Atria Wealth Solutions
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$21.9M 644,515 +54,991 +9%
FPB
2
First PREMIER Bank
South Dakota
$15.1M 444,383 +5,613 +1%
LPL Financial
3
LPL Financial
California
$12.7M 373,734 -93,535 -20%
FHA
4
Flagship Harbor Advisors
Massachusetts
$11.8M 345,845 +271,867 +367%
MIAN
5
Mariner Independent Advisor Network
Kansas
$7.2M 211,868 -17,324 -8%
WIM
6
WealthPlan Investment Management
Nebraska
$5.35M 159,999 +159,999 New
DWM
7
Darwin Wealth Management
Florida
$4.73M 136,549 +72,784 +114%
SWP
8
Stratos Wealth Partners
Ohio
$4.72M 138,744 +29,164 +27%
CPC
9
Congress Park Capital
New York
$4.14M 121,777 +121,777 New
PAG
10
Private Advisor Group
New Jersey
$3.59M 105,548 +21,703 +26%
BFG
11
Baron Financial Group
New Jersey
$3.09M 90,990 +90,990 New
WOSD
12
WFA of San Diego
California
$2.95M 86,778 +518 +0.6%
AC
13
Anson Capital
Georgia
$2.8M 82,285 -18,188 -18%
BWG
14
Beta Wealth Group
California
$2.71M 79,556 -10,774 -12%
KA
15
Kovack Advisors
Florida
$2.44M 71,658 +2,096 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.19M 64,356 +29,174 +83%
PG
17
Patten Group
Tennessee
$1.97M 57,384 +1,342 +2%
SFS
18
Sowell Financial Services
Arkansas
$1.97M 57,961 +57,961 New
Osaic Holdings
19
Osaic Holdings
Arizona
$1.96M 57,629 -7,248 -11%
AI
20
Atria Investments
North Carolina
$1.81M 53,380 -2,957 -5%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.77M 52,103 -22,803 -30%
CAN
22
Cetera Advisor Networks
California
$1.61M 47,409 +8,151 +21%
KAS
23
Kestra Advisory Services
Texas
$1.35M 39,751 -454 -1%
APA
24
American Portfolios Advisors
New York
$1.17M 34,423 -247 -0.7%
TCWM
25
Total Clarity Wealth Management
Illinois
$1.09M 31,925 +31,925 New
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