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Invesco S&P 500 Downside Hedged ETF

46 hedge funds and large institutions have $87.8M invested in Invesco S&P 500 Downside Hedged ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.73%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
6
Increased
12
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AAS
1
Asset Allocation Strategies
Michigan
$13.5M 433,127 +15,119 +4%
FPB
2
First PREMIER Bank
South Dakota
$12.4M 397,562 -26,458 -6%
LPL Financial
3
LPL Financial
California
$5.96M 191,364 -46,021 -19%
Mariner
4
Mariner
Kansas
$4.78M 153,281 -33,911 -18%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$4.59M 147,407 -57,536 -28%
PAG
6
Private Advisor Group
New Jersey
$4.45M 142,907 +8,456 +6%
BFG
7
Baron Financial Group
New Jersey
$3.95M 126,830 -2,340 -2%
AC
8
Anson Capital
Georgia
$3.84M 123,179 +1,454 +1%
WIM
9
WealthPlan Investment Management
Nebraska
$3.8M 122,032 +36,233 +42%
FCM
10
Family Capital Management
Michigan
$3.41M 109,418 -3,104 -3%
SWP
11
Stratos Wealth Partners
Ohio
$2.74M 87,808 -5,055 -5%
PG
12
Patten Group
Tennessee
$2.41M 77,249 +3,083 +4%
SFS
13
Sowell Financial Services
Arkansas
$1.95M 62,630 -352 -0.6%
WOSD
14
WFA of San Diego
California
$1.94M 62,279 -2,750 -4%
DWM
15
Darwin Wealth Management
Florida
$1.89M 60,777 -1,222 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.72M 55,163 -26,938 -33%
WP
17
WealthPLAN Partners
Nebraska
$1.63M 52,160 +12,802 +33%
IAIM
18
International Assets Investment Management
Florida
$1.55M 46,617 +46,617 New
FHA
19
Flagship Harbor Advisors
Massachusetts
$1.52M 48,754 +5,010 +11%
KAS
20
Kestra Advisory Services
Texas
$1.39M 44,553 +44,553 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.17M 37,651 +900 +2%
OMC
22
Old Mission Capital
Illinois
$1.1M 35,196 +8,858 +34%
LCM
23
Lunt Capital Management
Utah
$1.09M 35,108 +4,554 +15%
AI
24
Atria Investments
North Carolina
$1.09M 35,043 -7,945 -18%
N
25
Natixis
France
$778K 24,978 -2,794 -10%