Invesco S&P 500 Downside Hedged ETF
PHDG
PHDG
52 hedge funds and large institutions have $124M invested in Invesco S&P 500 Downside Hedged ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 27 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
52% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 27
56% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 18
Holders
52
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$15.8M | |
| 2 | +$1.35M | |
| 3 | +$745K | |
| 4 |
FCM
Family Capital Management
Grand Rapids,
Michigan
|
+$714K |
| 5 |
BFG
Baron Financial Group
Fair Lawn,
New Jersey
|
+$507K |
Top Sellers
| 1 | -$10.2M | |
| 2 | -$9.76M | |
| 3 | -$9.01M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.17M |
| 5 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$4.72M |