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Invesco S&P 500 Downside Hedged ETF
PHDG
PHDG
32 hedge funds and large institutions have $152M invested in Invesco S&P 500 Downside Hedged ETF in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
146% more capital invested
Capital invested by funds: $61.7M → $152M (+$90.3M)
33% more funds holding
Funds holding: 24 → 32 (+8)
15.73% more ownership
Funds ownership: 20.42% → 36.15% (+16%)
Holders
32
Holders Change
+8
Holders Change %
+33.33%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
10
Increased
13
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $32K | +$31.4K | +1,096 | New |
|
27
Invesco
Atlanta,
Georgia
| $19K | +$18.9K | +660 | New |
|
28
Wells Fargo
San Francisco,
California
| $18K | -$12.5K | -438 | -41% |
|
|
WTB
29
Washington Trust Bank
Spokane,
Washington
| $17K | +$6.47K | +226 | +59% |
|
|
WA
30
WFG Advisors
Dallas,
Texas
| $12K | +$29 | +1 | +0.2% |
|
|
SIA
31
SeaBridge Investment Advisors
Summit,
New Jersey
| $11K | – | – | – |
|
32
Morgan Stanley
New York
| $10K | – | – | – |
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$298K | -10,513 | Closed |
|
|
LPT
34
Legacy Private Trust
Neenah,
Wisconsin
| – | -$258K | -9,100 | Closed |
|