Invesco S&P 500 Downside Hedged ETF
PHDG
PHDG
48 hedge funds and large institutions have $281M invested in Invesco S&P 500 Downside Hedged ETF in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 3 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
50% more funds holding
Funds holding: 32 → 48 (+16)
8.83% more ownership
Funds ownership: 36.15% → 44.98% (+8.8%)
Holders
48
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$10.6M | |
| 2 | +$9.22M | |
| 3 | +$8.22M | |
| 4 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$7.05M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.93M |
Top Sellers
| 1 | -$6.76M | |
| 2 | -$5.92M | |
| 3 | -$945K | |
| 4 |
SI
SII Investments
Appleton,
Wisconsin
|
-$200K |
| 5 |
HFS
HL Financial Services
Louisville,
Kentucky
|
-$55.7K |