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Invesco S&P 500 Downside Hedged ETF
PHDG
PHDG
47 hedge funds and large institutions have $103M invested in Invesco S&P 500 Downside Hedged ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
4.45% more ownership
Funds ownership: 56.03% → 60.49% (+4.5%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
10% less funds holding
Funds holding: 52 → 47 (-5)
17% less capital invested
Capital invested by funds: $124M → $103M (-$21.2M)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
36% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 22
Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
0.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
14
Reduced
22
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KA
51
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$1.88M | -57,293 | Closed |
|
|
CL
52
Choreo LLC
Rockford,
Illinois
| – | -$745K | -22,660 | Closed |
|
53
Goldman Sachs
New York
| – | -$401K | -12,209 | Closed |
|
|
AAS
54
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$244K | -7,425 | Closed |
|
|
CAN
55
Cetera Advisor Networks
El Segundo,
California
| – | -$222K | -6,743 | Closed |
|
56
Jane Street
New York
| – | -$217K | -6,610 | Closed |
|
|
ACA
57
Atlas Capital Advisors
Jackson,
Wyoming
| – | -$36.2K | -1,100 | Closed |
|
|
ASN
58
Advisory Services Network
Atlanta,
Georgia
| – | -$28.3K | -860 | Closed |
|
|
AA
59
Ancora Advisors
Cleveland,
Ohio
| – | -$10K | -306 | Closed |
|