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Invesco S&P 500 Downside Hedged ETF

46 hedge funds and large institutions have $70.5M invested in Invesco S&P 500 Downside Hedged ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% more ownership

Funds ownership: 60.2%61.73% (+1.5%)

0% more capital invested

Capital invested by funds: $70.2M → $70.5M (+$317K)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

2% less funds holding

Funds holding: 4746 (-1)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
16
Reduced
16
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
$13M -$106K -2,770 -0.8%
AAS
2
Asset Allocation Strategies
Michigan
$10.2M -$1.88M -48,986 -16%
LPL Financial
3
LPL Financial
California
$6.03M +$2.38M +62,053 +62%
PG
4
Patten Group
Tennessee
$4.33M +$358K +9,333 +9%
PJWM
5
Philip James Wealth Mangement
Georgia
$4.19M +$21.3K +556 +0.5%
PAG
6
Private Advisor Group
New Jersey
$3.87M +$578K +15,073 +17%
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$3.54M +$3.64M +94,971 New
SFS
8
Sowell Financial Services
Arkansas
$2.68M +$640K +16,703 +30%
LCM
9
Lunt Capital Management
Utah
$2.33M +$394K +10,282 +20%
DWM
10
Darwin Wealth Management
Florida
$2.32M -$406K -10,595 -15%
GWM
11
Geneos Wealth Management
Colorado
$1.57M +$109K +2,836 +7%
KA
12
Kovack Advisors
Florida
$1.52M +$19.8K +518 +1%
FGA
13
Fortis Group Advisors
New Jersey
$1.52M +$247K +6,449 +19%
KAS
14
Kestra Advisory Services
Texas
$1.29M -$61.6K -1,608 -4%
Goldman Sachs
15
Goldman Sachs
New York
$1.18M +$1.21M +31,641 New
SWP
16
Stratos Wealth Partners
Ohio
$1.17M -$116K -3,017 -9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.01M -$377K -9,851 -27%
FCM
18
Family Capital Management
Michigan
$949K -$3.72K -97 -0.4%
SOS
19
Silver Oak Securities
Tennessee
$882K +$183K +4,784 +25%
Bank of America
20
Bank of America
North Carolina
$796K
Osaic Holdings
21
Osaic Holdings
Arizona
$708K +$287K +7,485 +65%
Mariner
22
Mariner
Kansas
$686K -$50K -1,304 -7%
UBS Group
23
UBS Group
Switzerland
$634K -$24K -626 -4%
BCI
24
Brinker Capital Investments
Pennsylvania
$563K -$75.1K -1,960 -11%
OPS
25
Orion Portfolio Solutions
Nebraska
$563K -$75.1K -1,960 -11%