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Invesco S&P 500 Downside Hedged ETF
PHDG
PHDG
60 hedge funds and large institutions have $118M invested in Invesco S&P 500 Downside Hedged ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 28 reducing their positions, and 21 closing their positions.
New
Increased
Maintained
Reduced
Closed
14.1% less ownership
Funds ownership: 58.65% → 44.55% (-14%)
15% less funds holding
Funds holding: 71 → 60 (-11)
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
43% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 21
49% less capital invested
Capital invested by funds: $231M → $118M (-$113M)
50% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 28
Holders
60
Holders Change
-11
Holders Change %
-15.49%
% of All Funds
1.01%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
12
Increased
14
Reduced
28
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IWM
76
IHT Wealth Management
Chicago,
Illinois
| – | -$288K | -7,980 | Closed |
|
77
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$214K | -5,919 | Closed |
|
|
FFA
78
First Foundation Advisors
Irvine,
California
| – | -$201K | -5,574 | Closed |
|
79
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$107K | -2,960 | Closed |
|
80
Wells Fargo
San Francisco,
California
| – | -$10.3K | -302 | -100% |
|
|
BTI
81
Blue Trust Inc
Alpharetta,
Georgia
| – | +$102 | +3 | New |
|