PHDG icon

Invesco S&P 500 Downside Hedged ETF

58 hedge funds and large institutions have $133M invested in Invesco S&P 500 Downside Hedged ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 14 closing their positions.

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
1%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
13
Increased
20
Reduced
18
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$51K 1,490
HI
52
Harbour Investments
Wisconsin
$41K 1,268
ACA
53
Atlas Capital Advisors
Wyoming
$37.4K 1,100
PTC
54
Private Trust Company
Ohio
$34K 1,000
GRP
55
Global Retirement Partners
California
$28K 796 +497 +166%
AA
56
Ancora Advisors
Ohio
$10K 302 +302 New
WSTAM
57
Wilbanks Smith & Thomas Asset Management
Virginia
-74,680 Closed
Jane Street
58
Jane Street
New York
-62,575 Closed
AWS
59
Atria Wealth Solutions
New York
-50,944 Closed
EDRH
60
Edmond de Rothschild Holding
Switzerland
-35,505 Closed
CA
61
Calton & Associates
Florida
-24,362 Closed
Wolverine Trading
62
Wolverine Trading
Illinois
-17,679 Closed
AAS
63
Avantax Advisory Services
Texas
-15,843 Closed
TSS
64
Two Sigma Securities
New York
-10,373 Closed
WP
65
WealthSource Partners
California
-7,700 Closed
CPP
66
Capasso Planning Partners
South Carolina
-7,507 Closed
SWM
67
SeaCrest Wealth Management
New York
-2,179 Closed
GI
68
Gradient Investments
Minnesota
-429 Closed
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
-337 Closed
BTI
70
Blue Trust Inc
Georgia
-3 Closed
Wells Fargo
71
Wells Fargo
California
$0 1
CFGS
72
Concourse Financial Group Securities
Alabama
Fidelity Investments
73
Fidelity Investments
Massachusetts
$0 1 +1 New