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Invesco S&P 500 Downside Hedged ETF
PHDG
PHDG
53 hedge funds and large institutions have $79.9M invested in Invesco S&P 500 Downside Hedged ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
133% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 9
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
42% more capital invested
Capital invested by funds: $56.4M → $79.9M (+$23.5M)
23% more funds holding
Funds holding: 43 → 53 (+10)
5.75% more ownership
Funds ownership: 41.61% → 47.35% (+5.7%)
Holders
53
Holders Change
+10
Holders Change %
+23.26%
% of All Funds
0.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
21
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JCM
51
Jacobi Capital Management
Pittston,
Pennsylvania
| $11K | – | – | – |
|
52
Wells Fargo
San Francisco,
California
| $11K | – | – | – |
|
|
BTWM
53
Baker Tilly Wealth Management
Madison,
Wisconsin
| – | -$1.56M | -46,400 | Closed |
|
|
FHA
54
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$693K | -20,556 | Closed |
|
55
Jane Street
New York
| – | -$459K | -13,604 | Closed |
|
|
DAS
56
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$295K | -8,738 | Closed |
|
|
PFS
57
Prospera Financial Services
Dallas,
Texas
| – | -$223K | -6,600 | Closed |
|