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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

47 hedge funds and large institutions have $103M invested in Invesco S&P 500 Downside Hedged ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 12 closing their positions.

Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
0.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
14
Reduced
22
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Asset Allocation Strategies
Michigan
$13.9M
2
FEG
2
Financial Enhancement Group
Indiana
$4.92M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.17M
4
LCM
4
Lunt Capital Management
Utah
$1.02M
5
SWP
5
Stratos Wealth Partners
Ohio
$3.09M

Top Sellers

1
EH
1
Equitable Holdings
New York
$0
2
GFG
2
Goldstone Financial Group
Illinois
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$202K
5
LPL Financial
5
LPL Financial
California
$7.91M
Name Market Value Shares Shares
Change 		Shares
Change %
FPB
1
First PREMIER Bank
South Dakota
$14.1M 424,020 -10,393 -2%
AAS
2
Asset Allocation Strategies
Michigan
$13.9M 418,008 +360,462 +626%
LPL Financial
3
LPL Financial
California
$7.91M 237,385 -64,133 -21%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$6.83M 204,943 -32,435 -14%
Mariner
5
Mariner
Kansas
$6.24M 187,192 +9,095 +5%
FEG
6
Financial Enhancement Group
Indiana
$4.92M 146,264 +146,264 New
PAG
7
Private Advisor Group
New Jersey
$4.48M 134,451 +6,661 +5%
BFG
8
Baron Financial Group
New Jersey
$4.3M 129,170 +5,280 +4%
AC
9
Anson Capital
Georgia
$4.05M 121,725 +15,498 +15%
FCM
10
Family Capital Management
Michigan
$3.75M 112,522 -287 -0.3%
SWP
11
Stratos Wealth Partners
Ohio
$3.09M 92,863 +20,026 +27%
WIM
12
WealthPlan Investment Management
Nebraska
$2.86M 85,799 -30,238 -26%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.73M 82,101 +8,386 +11%
PG
14
Patten Group
Tennessee
$2.47M 74,166 +11,297 +18%
WOSD
15
WFA of San Diego
California
$2.17M 65,029 -13,885 -18%
SFS
16
Sowell Financial Services
Arkansas
$2.1M 62,982 +4,539 +8%
DWM
17
Darwin Wealth Management
Florida
$2.06M 61,999 -1,000 -2%
FHA
18
Flagship Harbor Advisors
Massachusetts
$1.46M 43,744 -10,104 -19%
AI
19
Atria Investments
North Carolina
$1.43M 42,988 -18,603 -30%
BWG
20
Beta Wealth Group
California
$1.38M 41,322 +367 +0.9%
WP
21
WealthPLAN Partners
Nebraska
$1.31M 39,358 -15,294 -28%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.22M 36,751 +17,305 +89%
Citadel Advisors
23
Citadel Advisors
Florida
$1.17M 34,979 +34,979 New
LCM
24
Lunt Capital Management
Utah
$1.02M 30,554 +30,554 New
N
25
Natixis
France
$925K 27,772 -64 -0.2%
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