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Invesco S&P 500 Downside Hedged ETF
PHDG
PHDG
43 hedge funds and large institutions have $56.4M invested in Invesco S&P 500 Downside Hedged ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
133% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 9
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
12% more capital invested
Capital invested by funds: $50.5M → $56.4M (+$5.89M)
3.2% more ownership
Funds ownership: 38.4% → 41.61% (+3.2%)
0% more funds holding
Funds holding: 43 → 43 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
Holders
43
Holders Change
–
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
21
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
BTWM
Baker Tilly Wealth Management
Madison,
Wisconsin
|
-$2.37M |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$1.72M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.12M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$794K |
| 5 |
EH
Equitable Holdings
New York
|
-$407K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
US Bancorp
Minneapolis,
Minnesota
| – | -$17K | -500 | Closed |
|