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Invesco S&P 500 Downside Hedged ETF

62 hedge funds and large institutions have $154M invested in Invesco S&P 500 Downside Hedged ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 12 closing their positions.

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
1%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
18
Increased
22
Reduced
16
Closed
12
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
$17.2M 534,199 -110,316 -17%
FPB
2
First PREMIER Bank
South Dakota
$14.2M 438,550 -5,833 -1%
FHA
3
Flagship Harbor Advisors
Massachusetts
$11.7M 363,080 +17,235 +5%
AAS
4
Asset Allocation Strategies
Michigan
$10.7M 331,553 +331,553 New
LPL Financial
5
LPL Financial
California
$10.4M 322,429 -51,305 -14%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$8.24M 255,236 +190,880 +297%
DWM
7
Darwin Wealth Management
Florida
$6.78M 206,316 +69,767 +51%
MML Investors Services
8
MML Investors Services
Massachusetts
$6.17M 191,064 +191,064 New
Mariner
9
Mariner
Kansas
$5.71M 176,833 +176,833 New
WIM
10
WealthPlan Investment Management
Nebraska
$5.46M 162,856 +2,857 +2%
WP
11
WealthPLAN Partners
Nebraska
$5.46M 162,884 +162,884 New
EH
12
Equitable Holdings
New York
$4.4M 136,318 +136,318 New
AC
13
Anson Capital
Georgia
$3.69M 114,403 +32,118 +39%
BFG
14
Baron Financial Group
New Jersey
$3.5M 108,475 +17,485 +19%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.28M 101,635 +44,006 +76%
SWP
16
Stratos Wealth Partners
Ohio
$3.26M 100,940 -37,804 -27%
FCM
17
Family Capital Management
Michigan
$2.94M 91,085 +91,085 New
WOSD
18
WFA of San Diego
California
$2.79M 86,561 -217 -0.3%
BWG
19
Beta Wealth Group
California
$2.63M 81,423 +1,867 +2%
AI
20
Atria Investments
North Carolina
$2.03M 62,977 +9,597 +18%
SFS
21
Sowell Financial Services
Arkansas
$2.01M 62,348 +4,387 +8%
CPC
22
Congress Park Capital
New York
$1.94M 60,087 -61,690 -51%
PG
23
Patten Group
Tennessee
$1.88M 58,259 +875 +2%
KA
24
Kovack Advisors
Florida
$1.87M 57,959 -13,699 -19%
CAN
25
Cetera Advisor Networks
California
$1.78M 55,070 +7,661 +16%