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Invesco S&P 500 Downside Hedged ETF
PHDG

38 hedge funds and large institutions have $52.6M invested in Invesco S&P 500 Downside Hedged ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

84% more capital invested

Capital invested by funds: $28.6M → $52.6M (+$24M)

36% more funds holding

Funds holding: 28 → 38 (+10)

8.78% less ownership

Funds ownership: 45.23% → 36.45% (-8.8%)

Holders
38
Holders Change
+10
Holders Change %
+35.71%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
13
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$8.84M
2
LPL Financial
LPL Financial
California
+$6.65M
3
CPC
Congress Park Capital
New York
+$3.62M
4
FPB
First PREMIER Bank
South Dakota
+$1.15M
5
DA
Doliver Advisors
Texas
+$1M

Top Sellers

1
WOSD
WFA of San Diego
California
-$3.38M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$586K
3
GVAG
Great Valley Advisor Group
Delaware
-$76K
4
BWA
Burt Wealth Advisors
Maryland
-$57.3K
5
UBS Group
UBS Group
Switzerland
-$11.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$218K +$215K +6,608 New
UBS Group
27
UBS Group
Switzerland
$156K -$11.4K -350 -7%
VWM
28
Venturi Wealth Management
Texas
$132K +$130K +4,000 New
BWA
29
Burt Wealth Advisors
Maryland
$121K -$57.3K -1,760 -32%
FNBOSM
30
First National Bank of South Miami
Florida
$88K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$69K – – –
ASN
32
Advisory Services Network
Georgia
$24K +$23.9K +735 New
GWM
33
Geneos Wealth Management
Colorado
$17K – – –
US Bancorp
34
US Bancorp
Minnesota
$16K – – –
GRP
35
Global Retirement Partners
California
$10K +$9.73K +299 New
Morgan Stanley
36
Morgan Stanley
New York
$8K – – –
AWA
37
Arkadios Wealth Advisors
Georgia
$233 – – –
WOSD
38
WFA of San Diego
California
– -$3.38M -109,094 Closed
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