Invesco S&P 500 Downside Hedged ETF
PHDG
PHDG
37 hedge funds and large institutions have $52.3M 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.
Holders
37
Holders Change
+10
Holders Change %
+37.04%
% of All Funds
0.75%
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
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $156K | 4,730 | -350 | -7% |
|
|
VWM
27
Venturi Wealth Management
Austin,
Texas
| $132K | 4,000 | +4,000 | New |
|
|
BWA
28
Burt Wealth Advisors
North Bethesda,
Maryland
| $121K | 3,665 | -1,760 | -32% |
|
|
FNBOSM
29
First National Bank of South Miami
South Miami,
Florida
| $88K | 2,672 | – | – |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $69K | 2,100 | – | – |
|
|
ASN
31
Advisory Services Network
Atlanta,
Georgia
| $24K | 735 | +735 | New |
|
|
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| $17K | 525 | – | – |
|
33
US Bancorp
Minneapolis,
Minnesota
| $16K | 500 | – | – |
|
|
GRP
34
Global Retirement Partners
San Rafael,
California
| $10K | 299 | +299 | New |
|
35
Morgan Stanley
New York
| $8K | 245 | – | – |
|
|
AWA
36
Arkadios Wealth Advisors
Atlanta,
Georgia
| $233 | 7 | – | – |
|
|
WOSD
37
WFA of San Diego
San Diego,
California
| – | – | -109,094 | Closed |
|
|
CFGS
38
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|
39
Wells Fargo
San Francisco,
California
| $0 | 1 | – | – |
|