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Invesco S&P 500 Downside Hedged ETF
PHDG

53 hedge funds and large institutions have $84.9M invested in Invesco S&P 500 Downside Hedged ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 27 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

15% more funds holding

Funds holding: 46 → 53 (+7)

4.28% more ownership

Funds ownership: 59.29% → 63.57% (+4.3%)

3% less capital invested

Capital invested by funds: $87.8M → $84.9M (-$2.99M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

63% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 27

Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
10
Reduced
27
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
Cetera Advisor Networks
California
+$3.59M
2
KA
Kovack Advisors
Florida
+$1.35M
3
GWM
Geneos Wealth Management
Colorado
+$916K
4
Jane Street
Jane Street
New York
+$815K
5
BCI
Brinker Capital Investments
Pennsylvania
+$621K

Top Sellers

1
Mariner
Mariner
Kansas
-$4.32M
2
BFG
Baron Financial Group
New Jersey
-$3.57M
3
AC
Anson Capital
Georgia
-$3.18M
4
LPL Financial
LPL Financial
California
-$2.42M
5
FCM
Family Capital Management
Michigan
-$2.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
51
Blue Trust Inc
Georgia
$4K – – –
CAL
52
Capital Analysts LLC
Pennsylvania
$1K – – –
DFA
53
DHJJ Financial Advisors
Illinois
$69 – – –
Wells Fargo
54
Wells Fargo
California
$15 – – –
AAS
55
Ameritas Advisory Services
Nebraska
– -$211K -6,780 Closed
Comerica Bank
56
Comerica Bank
Texas
– -$6.36K -204 Closed
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