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Invesco S&P 500 Downside Hedged ETF
PHDG
PHDG
52 hedge funds and large institutions have $124M invested in Invesco S&P 500 Downside Hedged ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 27 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
6.11% less ownership
Funds ownership: 62.14% → 56.03% (-6.1%)
16% less funds holding
Funds holding: 62 → 52 (-10)
19% less capital invested
Capital invested by funds: $154M → $124M (-$30M)
52% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 27
56% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 18
Holders
52
Holders Change
-10
Holders Change %
-16.13%
% of All Funds
0.83%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
13
Reduced
27
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
EH
Equitable Holdings
New York
|
+$15.7M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.34M |
| 3 |
CL
Choreo LLC
Rockford,
Illinois
|
+$742K |
| 4 |
FCM
Family Capital Management
Grand Rapids,
Michigan
|
+$712K |
| 5 |
BFG
Baron Financial Group
Fair Lawn,
New Jersey
|
+$505K |
