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Invesco S&P 500 Downside Hedged ETF
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Overview Fund Activity

46 hedge funds and large institutions have $65.5M invested in Invesco S&P 500 Downside Hedged ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-5
Holders Change %
-9.8%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
7
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
Blueprint Financial Advisors
North Carolina
$3.01M
2
BIP
Blueprint Investment Partners
North Carolina
$2.95M
3
OMC
Old Mission Capital
Illinois
$1.91M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.05M
5
MML Investors Services
MML Investors Services
Massachusetts
$463K

Top Sellers

1
LC
LCNB Corp
Ohio
$0
2
KAS
Kestra Advisory Services
Texas
$0
3
GWM
Geneos Wealth Management
Colorado
$3.24M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$514K
5
PG
Patten Group
Tennessee
$3.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPB
1
First PREMIER Bank
South Dakota
$11.7M -$611K -17,307 -5%
AAS
2
Asset Allocation Strategies
Michigan
$7.56M -$884K -25,049 -10%
PJWM
3
Philip James Wealth Mangement
Georgia
$4.06M +$4.13K +117 +0.1%
LPL Financial
4
LPL Financial
California
$3.43M -$430K -12,191 -11%
GWM
5
Geneos Wealth Management
Colorado
$3.24M -$2.17M -61,380 -40%
PG
6
Patten Group
Tennessee
$3.04M -$1.03M -29,159 -25%
BFA
7
Blueprint Financial Advisors
North Carolina
$3.01M +$3.01M +85,234 New
BIP
8
Blueprint Investment Partners
North Carolina
$2.95M +$2.95M +83,641 New
PAG
9
Private Advisor Group
New Jersey
$2.79M -$830K -23,513 -23%
SFS
10
Sowell Financial Services
Arkansas
$2.74M +$145K +4,122 +6%
LCM
11
Lunt Capital Management
Utah
$2.07M -$359K -10,179 -15%
DWM
12
Darwin Wealth Management
Florida
$2.06M -$136K -3,855 -6%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.05M +$585K +16,576 +40%
OMC
14
Old Mission Capital
Illinois
$1.91M +$1.11M +31,588 +140%
WOSD
15
WFA of San Diego
California
$1.76M +$1.76M +49,780 New
KA
16
Kovack Advisors
Florida
$1.44M – – –
Goldman Sachs
17
Goldman Sachs
New York
$1.12M – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$966K +$29.2K +826 +3%
SOS
19
Silver Oak Securities
Tennessee
$940K +$812 +23 +0.1%
SWP
20
Stratos Wealth Partners
Ohio
$894K -$209K -5,929 -19%
FCM
21
Family Capital Management
Michigan
$840K -$44.4K -1,259 -5%
Bank of America
22
Bank of America
North Carolina
$654K -$56.4K -1,599 -8%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$514K -$1.13M -32,107 -69%
BCI
24
Brinker Capital Investments
Pennsylvania
$514K -$7.06K -200 -1%
Mariner
25
Mariner
Kansas
$488K -$14.1K -400 -3%
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