PHDG icon

Invesco S&P 500 Downside Hedged ETF

31 hedge funds and large institutions have $29.1M invested in Invesco S&P 500 Downside Hedged ETF in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

50% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 12

53% less capital invested

Capital invested by funds: $61.3M → $29.1M (-$32.2M)

Holders
31
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$22.9M
2 -$4.17M
3 -$1.66M
4
UBS Group
UBS Group
Switzerland
-$1.32M
5
TA
TMD & Associates
Arizona
-$760K
Name Holding Trade Value Shares
Change
Change in
Stake
26
$14K
27
$9K
28
$6K
29
$3K
30
31
32
33
34
35