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Invesco S&P 500 Downside Hedged ETF
PHDG
PHDG
43 hedge funds and large institutions have $304M invested in Invesco S&P 500 Downside Hedged ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
54% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 13
8% more capital invested
Capital invested by funds: $281M → $304M (+$23.1M)
1.09% less ownership
Funds ownership: 44.98% → 43.89% (-1.1%)
10% less funds holding
Funds holding: 48 → 43 (-5)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Holders
43
Holders Change
-5
Holders Change %
-10.42%
% of All Funds
1.15%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
7
Increased
20
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$29.1M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$3.53M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$2.39M |
| 4 |
Jane Street
New York
|
+$1.79M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.67M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| – | -$18K | -640 | Closed |
|