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Invesco S&P 500 Downside Hedged ETF
PHDG
PHDG
46 hedge funds and large institutions have $87.8M invested in Invesco S&P 500 Downside Hedged ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.19% less ownership
Funds ownership: 60.49% → 59.29% (-1.2%)
2% less funds holding
Funds holding: 47 → 46 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
15% less capital invested
Capital invested by funds: $103M → $87.8M (-$14.9M)
45% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 22
Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.73%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
6
Increased
12
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$4.92M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.89M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.51M |
| 4 |
BWG
Beta Wealth Group
San Diego,
California
|
-$1.38M |
| 5 |
Mariner
Overland Park,
Kansas
|
-$1.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Envestnet Asset Management
Chicago,
Illinois
| – | -$202K | -6,052 | Closed |
|
|
AP
52
Advisors Preferred
Rockville,
Maryland
| – | -$72.8K | -2,187 | Closed |
|
53
Fidelity Investments
Boston,
Massachusetts
| – | -$67 | -2 | Closed |
|