PHDG icon

Invesco S&P 500 Downside Hedged ETF

60 hedge funds and large institutions have $118M invested in Invesco S&P 500 Downside Hedged ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 28 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

49% less capital invested

Capital invested by funds: $231M → $118M (-$113M)

50% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 28

Holders
60
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
51
$71K
52
$49K
53
$41K
54
$35.9K
55
$33K
56
$14K
57
$11K
58
$10K
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75