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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

52 hedge funds and large institutions have $124M invested in Invesco S&P 500 Downside Hedged ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 27 reducing their positions, and 18 closing their positions.

Holders
52
Holders Change
-10
Holders Change %
-16.13%
% of All Funds
0.83%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
13
Reduced
27
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
1
Equitable Holdings
New York
$20.3M
2
GFG
2
Goldstone Financial Group
Illinois
$5.77M
3
OMC
3
Old Mission Capital
Illinois
$1.35M
4
CL
4
Choreo LLC
Illinois
$745K
5
FCM
5
Family Capital Management
Michigan
$3.71M

Top Sellers

1
FHA
1
Flagship Harbor Advisors
Massachusetts
$1.77M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$7.8M
3
AAS
3
Asset Allocation Strategies
Michigan
$1.89M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.22M
5
DWM
5
Darwin Wealth Management
Florida
$2.08M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$20.3M 616,408 +480,090 +352%
FPB
2
First PREMIER Bank
South Dakota
$14.3M 434,413 -4,137 -0.9%
LPL Financial
3
LPL Financial
California
$9.91M 301,518 -20,911 -6%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$7.8M 237,378 -296,821 -56%
Mariner
5
Mariner
Kansas
$5.85M 178,097 +1,264 +0.7%
GFG
6
Goldstone Financial Group
Illinois
$5.77M 175,606 +175,606 New
PAG
7
Private Advisor Group
New Jersey
$4.2M 127,790 +6,110 +5%
BFG
8
Baron Financial Group
New Jersey
$4.07M 123,890 +15,415 +14%
WIM
9
WealthPlan Investment Management
Nebraska
$3.81M 116,037 -46,819 -29%
FCM
10
Family Capital Management
Michigan
$3.71M 112,809 +21,724 +24%
AC
11
Anson Capital
Georgia
$3.49M 106,227 -8,176 -7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.22M 98,075 -157,161 -62%
MML Investors Services
13
MML Investors Services
Massachusetts
$3.08M 93,636 -97,428 -51%
WOSD
14
WFA of San Diego
California
$2.59M 78,914 -7,647 -9%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.42M 73,715 -27,920 -27%
SWP
16
Stratos Wealth Partners
Ohio
$2.39M 72,837 -28,103 -28%
DWM
17
Darwin Wealth Management
Florida
$2.08M 62,999 -143,317 -69%
PG
18
Patten Group
Tennessee
$2.07M 62,869 +4,610 +8%
AI
19
Atria Investments
North Carolina
$2.02M 61,591 -1,386 -2%
SFS
20
Sowell Financial Services
Arkansas
$1.92M 58,443 -3,905 -6%
AAS
21
Asset Allocation Strategies
Michigan
$1.89M 57,546 -274,007 -83%
KA
22
Kovack Advisors
Florida
$1.88M 57,293 -666 -1%
WP
23
WealthPLAN Partners
Nebraska
$1.8M 54,652 -108,232 -66%
FHA
24
Flagship Harbor Advisors
Massachusetts
$1.77M 53,848 -309,232 -85%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.5M 45,507 +14,942 +49%
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