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Invesco S&P 500 Downside Hedged ETF
PHDG
PHDG
35 hedge funds and large institutions have $107M invested in Invesco S&P 500 Downside Hedged ETF in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 26 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
13% less funds holding
Funds holding: 40 → 35 (-5)
14.62% less ownership
Funds ownership: 39.22% → 24.6% (-15%)
51% less capital invested
Capital invested by funds: $219M → $107M (-$112M)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
81% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 26
Holders
35
Holders Change
-5
Holders Change %
-12.5%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.06%
New
3
Increased
5
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$23.9M |
| 2 |
AIG
American International Group
New York
|
+$1.31M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$626K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$249K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$233K |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$82.1M |
| 2 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$16.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.62M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$8.65M |
| 5 |
P
Palladiem
Bryn Mawr,
Pennsylvania
|
-$5.75M |
