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Invesco S&P 500 Downside Hedged ETF

47 hedge funds and large institutions have $70.2M invested in Invesco S&P 500 Downside Hedged ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.17% less ownership

Funds ownership: 61.37%60.2% (-1.2%)

2% less funds holding

Funds holding: 4847 (-1)

7% less capital invested

Capital invested by funds: $75.7M → $70.2M (-$5.54M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
15
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPB
1
First PREMIER Bank
South Dakota
$13.4M -$66.9K -1,773 -0.5%
AAS
2
Asset Allocation Strategies
Michigan
$12M -$2.79M -73,877 -19%
PJWM
3
Philip James Wealth Mangement
Georgia
$4.28M +$176K +4,669 +4%
PG
4
Patten Group
Tennessee
$4.08M +$530K +14,056 +15%
LPL Financial
5
LPL Financial
California
$3.82M +$211K +5,599 +6%
PAG
6
Private Advisor Group
New Jersey
$3.4M +$102K +2,697 +3%
DWM
7
Darwin Wealth Management
Florida
$2.79M -$193K -5,110 -7%
WOSD
8
WFA of San Diego
California
$2.11M -$32.9K -872 -2%
SFS
9
Sowell Financial Services
Arkansas
$2.11M -$24.3K -644 -1%
LCM
10
Lunt Capital Management
Utah
$2M +$299K +7,928 +18%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.97M +$841K +22,303 +76%
KA
12
Kovack Advisors
Florida
$1.54M -$6.98K -185 -0.5%
GWM
13
Geneos Wealth Management
Colorado
$1.5M +$183K +4,847 +14%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.42M -$23.2K -616 -2%
KAS
15
Kestra Advisory Services
Texas
$1.39M +$124K +3,282 +10%
SWP
16
Stratos Wealth Partners
Ohio
$1.31M -$318K -8,439 -20%
FGA
17
Fortis Group Advisors
New Jersey
$1.31M +$1.29M +34,299 New
FCM
18
Family Capital Management
Michigan
$977K -$188K -4,986 -16%
Bank of America
19
Bank of America
North Carolina
$816K -$2.08K -55 -0.3%
Mariner
20
Mariner
Kansas
$754K +$22.7K +602 +3%
CPC
21
Congress Park Capital
New York
$753K +$743K +19,700 New
SOS
22
Silver Oak Securities
Tennessee
$716K +$540K +14,323 +320%
UBS Group
23
UBS Group
Switzerland
$674K -$6.3K -167 -0.9%
BCI
24
Brinker Capital Investments
Pennsylvania
$653K -$65.7K -1,742 -9%
OPS
25
Orion Portfolio Solutions
Nebraska
$653K -$65.7K -1,742 -9%