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Invesco S&P 500 Downside Hedged ETF

53 hedge funds and large institutions have $84.9M invested in Invesco S&P 500 Downside Hedged ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 27 reducing their positions, and 2 closing their positions.

Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
10
Reduced
27
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AAS
1
Asset Allocation Strategies
Michigan
$13.9M 406,337 -26,790 -6%
FPB
2
First PREMIER Bank
South Dakota
$12.7M 371,378 -26,184 -7%
PAG
3
Private Advisor Group
New Jersey
$5.46M 159,633 +16,726 +12%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$4.76M 139,088 -8,319 -6%
WIM
5
WealthPlan Investment Management
Nebraska
$4.48M 130,828 +8,796 +7%
LPL Financial
6
LPL Financial
California
$4M 116,783 -74,581 -39%
CAN
7
Cetera Advisor Networks
California
$3.79M 110,638 +110,638 New
PJWM
8
Philip James Wealth Mangement
Georgia
$3.16M 92,380 +92,380 New
PG
9
Patten Group
Tennessee
$2.71M 79,312 +2,063 +3%
SWP
10
Stratos Wealth Partners
Ohio
$2.14M 62,375 -25,433 -29%
SFS
11
Sowell Financial Services
Arkansas
$2M 58,422 -4,208 -7%
DWM
12
Darwin Wealth Management
Florida
$1.92M 56,162 -4,615 -8%
WP
13
WealthPLAN Partners
Nebraska
$1.79M 52,350 +190 +0.4%
FHA
14
Flagship Harbor Advisors
Massachusetts
$1.65M 48,322 -432 -0.9%
KAS
15
Kestra Advisory Services
Texas
$1.53M 44,589 +36 +0.1%
KA
16
Kovack Advisors
Florida
$1.42M 41,564 +41,564 New
FCM
17
Family Capital Management
Michigan
$1.36M 39,779 -69,639 -64%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.26M 36,737 -18,426 -33%
LCM
19
Lunt Capital Management
Utah
$1.25M 36,452 +1,344 +4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.16M 33,773 -3,878 -10%
IAIM
21
International Assets Investment Management
Florida
$1.13M 33,113 -13,504 -29%
AI
22
Atria Investments
North Carolina
$1.07M 31,190 -3,853 -11%
OMC
23
Old Mission Capital
Illinois
$1.01M 29,434 -5,762 -16%
GWM
24
Geneos Wealth Management
Colorado
$966K 28,218 +28,218 New
AC
25
Anson Capital
Georgia
$863K 25,207 -97,972 -80%