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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

51 hedge funds and large institutions have $77.5M invested in Invesco S&P 500 Downside Hedged ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
12
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LC
1
LCNB Corp
Ohio
$4.59M
2
GWM
2
Geneos Wealth Management
Colorado
$5.58M
3
KAS
3
Kestra Advisory Services
Texas
$3.42M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.51M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.7M

Top Sellers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$0
2
LPL Financial
2
LPL Financial
California
$3.99M
3
FGA
3
Fortis Group Advisors
New Jersey
$377K
4
AAS
4
Asset Allocation Strategies
Michigan
$8.73M
5
Morgan Stanley
5
Morgan Stanley
New York
$163K
Name Market Value Shares Shares
Change 		Shares
Change %
FPB
1
First PREMIER Bank
South Dakota
$12.7M 347,680 -1,419 -0.4%
AAS
2
Asset Allocation Strategies
Michigan
$8.73M 239,282 -25,648 -10%
GWM
3
Geneos Wealth Management
Colorado
$5.58M 153,076 +110,992 +264%
LC
4
LCNB Corp
Ohio
$4.59M 125,924 +125,924 New
PG
5
Patten Group
Tennessee
$4.2M 115,210 -954 -0.8%
PJWM
6
Philip James Wealth Mangement
Georgia
$4.2M 115,034 +2,588 +2%
LPL Financial
7
LPL Financial
California
$3.99M 109,396 -52,510 -32%
PAG
8
Private Advisor Group
New Jersey
$3.74M 102,571 -1,416 -1%
KAS
9
Kestra Advisory Services
Texas
$3.42M 93,732 +59,048 +170%
SFS
10
Sowell Financial Services
Arkansas
$2.69M 73,615 +1,689 +2%
LCM
11
Lunt Capital Management
Utah
$2.51M 68,728 +6,167 +10%
DWM
12
Darwin Wealth Management
Florida
$2.32M 62,364 – –
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.7M 46,683 +38,559 +475%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.51M 41,431 +41,431 New
KA
15
Kovack Advisors
Florida
$1.49M 40,849 – –
Goldman Sachs
16
Goldman Sachs
New York
$1.15M 31,641 – –
SWP
17
Stratos Wealth Partners
Ohio
$1.14M 31,251 -135 -0.4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$968K 26,534 -651 -2%
SOS
19
Silver Oak Securities
Tennessee
$962K 26,605 +3,020 +13%
FCM
20
Family Capital Management
Michigan
$914K 25,068 -417 -2%
Citadel Advisors
21
Citadel Advisors
Florida
$878K 24,071 +24,071 New
OMC
22
Old Mission Capital
Illinois
$825K 22,628 +22,628 New
Bank of America
23
Bank of America
North Carolina
$735K 20,135 -1,223 -6%
CPC
24
Congress Park Capital
New York
$671K 18,400 +18,400 New
Osaic Holdings
25
Osaic Holdings
Arizona
$595K 16,303 -2,714 -14%
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