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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

43 hedge funds and large institutions have $67.4M invested in Invesco S&P 500 Downside Hedged ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 14 closing their positions.

Holders
43
Holders Change
-10
Holders Change %
-18.87%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
14
Reduced
18
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.43M
2
DWM
2
Darwin Wealth Management
Florida
$3.14M
3
Bank of America
3
Bank of America
North Carolina
$799K
4
PJWM
4
Philip James Wealth Mangement
Georgia
$3.82M
5
AAS
5
Ameritas Advisory Services
Nebraska
$252K

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$84K
2
WIM
2
WealthPlan Investment Management
Nebraska
$230K
3
CAN
3
Cetera Advisor Networks
California
$0
4
PAG
4
Private Advisor Group
New Jersey
$3.22M
5
WP
5
WealthPLAN Partners
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
1
Asset Allocation Strategies
Michigan
$14.6M 397,693 -8,644 -2%
FPB
2
First PREMIER Bank
South Dakota
$13.6M 368,670 -2,708 -0.7%
PJWM
3
Philip James Wealth Mangement
Georgia
$3.82M 103,725 +11,345 +12%
LPL Financial
4
LPL Financial
California
$3.43M 93,360 -23,423 -20%
PAG
5
Private Advisor Group
New Jersey
$3.22M 87,520 -72,113 -45%
DWM
6
Darwin Wealth Management
Florida
$3.14M 85,285 +29,123 +52%
PG
7
Patten Group
Tennessee
$3.03M 82,478 +3,166 +4%
SFS
8
Sowell Financial Services
Arkansas
$2.19M 59,473 +1,051 +2%
SWP
9
Stratos Wealth Partners
Ohio
$1.86M 50,560 -11,815 -19%
KAS
10
Kestra Advisory Services
Texas
$1.64M 44,469 -120 -0.3%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.43M 38,970 +32,749 +526%
LCM
12
Lunt Capital Management
Utah
$1.41M 38,216 +1,764 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.39M 37,667 +3,894 +12%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.32M 35,849 -888 -2%
FCM
15
Family Capital Management
Michigan
$1.27M 34,622 -5,157 -13%
AI
16
Atria Investments
North Carolina
$1.17M 31,691 +501 +2%
GWM
17
Geneos Wealth Management
Colorado
$1.16M 31,578 +3,360 +12%
OPS
18
Orion Portfolio Solutions
Nebraska
$916K 24,891 +5,776 +30%
BCI
19
Brinker Capital Investments
Pennsylvania
$916K 24,891 +5,776 +30%
IAIM
20
International Assets Investment Management
Florida
$908K 24,753 -8,360 -25%
Bank of America
21
Bank of America
North Carolina
$799K 21,737 +21,737 New
Mariner
22
Mariner
Kansas
$709K 19,275 -897 -4%
UBS Group
23
UBS Group
Switzerland
$695K 18,889 +518 +3%
OMC
24
Old Mission Capital
Illinois
$490K 13,310 -16,124 -55%
Morgan Stanley
25
Morgan Stanley
New York
$386K 10,487 -11,373 -52%
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