We are live on
!
Find out more
Invesco S&P 500 Downside Hedged ETF
PHDG
PHDG
62 hedge funds and large institutions have $154M invested in Invesco S&P 500 Downside Hedged ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
38% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 16
16% more capital invested
Capital invested by funds: $133M → $154M (+$20.8M)
13.15% more ownership
Funds ownership: 48.99% → 62.14% (+13%)
7% more funds holding
Funds holding: 58 → 62 (+4)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
1%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
18
Increased
22
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$6.48M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.48M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$6M |
| 4 |
EH
Equitable Holdings
New York
|
+$4.63M |
| 5 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$2.37M |
