We are live on
!
Find out more
Invesco S&P 500 Downside Hedged ETF
PHDG
PHDG
55 hedge funds and large institutions have $103M invested in Invesco S&P 500 Downside Hedged ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 13
28% more capital invested
Capital invested by funds: $79.9M → $103M (+$22.6M)
4% more funds holding
Funds holding: 53 → 55 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4.11% less ownership
Funds ownership: 47.35% → 43.25% (-4.1%)
Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
6
Increased
26
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
51
Gradient Investments
Arden Hills,
Minnesota
| $15K | – | – | – |
|
|
GRP
52
Global Retirement Partners
San Rafael,
California
| $11K | – | – | – |
|
53
Wells Fargo
San Francisco,
California
| $11K | – | – | – |
|
|
WT
54
Washington Trust
Westerly,
Rhode Island
| $10K | -$2.72K | -75 | -21% |
|
|
ARC
55
Advisor Resource Council
Dallas,
Texas
| – | -$4.68M | -131,788 | Closed |
|
|
PWM
56
PRW Wealth Management
Quincy,
Massachusetts
| – | -$1.39M | -39,036 | Closed |
|
57
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$41K | -1,141 | Closed |
|