We are live on ! Find out more
PHDG icon

Invesco S&P 500 Downside Hedged ETF

46 hedge funds and large institutions have $70.5M invested in Invesco S&P 500 Downside Hedged ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% more ownership

Funds ownership: 60.2%61.73% (+1.5%)

0% more capital invested

Capital invested by funds: $70.2M → $70.5M (+$317K)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

2% less funds holding

Funds holding: 4746 (-1)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
16
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
26
International Assets Investment Management
Florida
$477K +$489K +12,764 New
CWM
27
Connecticut Wealth Management
Connecticut
$390K
Morgan Stanley
28
Morgan Stanley
New York
$364K -$38 -1 -0%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$303K +$311K +8,124 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$276K -$1.19K -31 -0.4%
AAS
31
Ameritas Advisory Services
Nebraska
$258K +$1.15K +30 +0.4%
WIM
32
WealthPlan Investment Management
Nebraska
$221K -$9.46K -247 -4%
CA
33
Clearstead Advisors
Ohio
$215K
HWA
34
HHM Wealth Advisors
Tennessee
$114K
SS
35
Sunbelt Securities
Texas
$88.7K -$13K -339 -13%
GM
36
GeoWealth Management
Illinois
$76.7K +$4.79K +125 +6%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$71K -$2.8K -73 -4%
HI
38
Harbour Investments
Wisconsin
$33.1K +$115 +3 +0.3%
FHA
39
First Horizon Advisors
Tennessee
$17.2K +$1.42K +37 +9%
PA
40
PSI Advisors
Florida
$16.7K
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$8.53K +$8.62K +225 +5,625%
AWM
42
AE Wealth Management
Kansas
$3.17K +$3.26K +85 New
CAL
43
Capital Analysts LLC
Pennsylvania
$1K
1L
44
10Elms LLP
Oklahoma
$968 +$996 +26 New
CCMI
45
Creative Capital Management Investments
California
$149 +$153 +4 New
DFA
46
DHJJ Financial Advisors
Illinois
$75
Wells Fargo
47
Wells Fargo
California
$13 -$38 -1 Closed
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
-$1.97M -51,507 Closed
CPC
49
Congress Park Capital
New York
-$753K -19,700 Closed
Jane Street
50
Jane Street
New York
-$435K -11,392 Closed