PHDG icon

Invesco S&P 500 Downside Hedged ETF
PHDG

Overview Fund Activity

65 hedge funds and large institutions have $176M invested in Invesco S&P 500 Downside Hedged ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 8 closing their positions.

Holders
65
Holders Change
+11
Holders Change %
+20.37%
% of All Funds
1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
28
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Cassia Capital Partners
North Carolina
$10.6M
2
LPL Financial
2
LPL Financial
California
$23.3M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$5.46M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$8.16M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.56M

Top Sellers

1
CCFM
1
Clear Creek Financial Management
Washington
$0
2
OMC
2
Old Mission Capital
Illinois
$426K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$236K
4
VFG
4
V2 Financial group
Illinois
$939K
5
ASN
5
Advisory Services Network
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
51
IHT Wealth Management
Illinois
$314K 8,241 +871 +12%
AAS
52
Ameritas Advisory Services
Nebraska
$295K 7,742 +7,742 New
PCS
53
Personal CFO Solutions
New Jersey
$288K 7,578 +7,578 New
LWAC
54
Laurel Wealth Advisors (California)
California
$261K 6,865 +450 +7%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$236K 6,210 -20,093 -76%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$221K 5,809 +5,809 New
FHA
57
Flagship Harbor Advisors
Massachusetts
$213K 5,591 +5,591 New
MSFS
58
Main Street Financial Solutions
Pennsylvania
$200K 5,255 +5,255 New
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$101K 2,658 +3 +0.1%
CAL
60
Capital Analysts LLC
Pennsylvania
$97K 2,541 -5 -0.2%
SCA
61
Snowden Capital Advisors
New York
$51K 1,352 +1,352 New
IA
62
IFP Advisors
Florida
$23K 600 – –
GI
63
Gradient Investments
Minnesota
$16K 429 – –
Wells Fargo
64
Wells Fargo
California
$12K 303 +1 +0.3%
WTA
65
Washington Trust Advisors
Massachusetts
$10K 275 +275 New
CCFM
66
Clear Creek Financial Management
Washington
– – -57,711 Closed
ASN
67
Advisory Services Network
Georgia
– – -12,709 Closed
MC
68
Moors & Cabot
Massachusetts
– – -6,600 Closed
FCM
69
Firestone Capital Management
Florida
– – -3,756 Closed
JCM
70
Jacobi Capital Management
Pennsylvania
– – -501 Closed
GRP
71
Global Retirement Partners
California
– – -299 Closed
WT
72
Washington Trust
Rhode Island
– – -275 Closed
AWA
73
Arkadios Wealth Advisors
Georgia
– – -7 Closed
CFGS
74
Concourse Financial Group Securities
Alabama
– – – –
1 2
3