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Invesco S&P 500 Downside Hedged ETF
PHDG
PHDG
17 hedge funds and large institutions have $25.3M invested in Invesco S&P 500 Downside Hedged ETF in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
16% more capital invested
Capital invested by funds: $21.8M → $25.3M (+$3.54M)
6% more funds holding
Funds holding: 16 → 17 (+1)
2.75% less ownership
Funds ownership: 25.75% → 23% (-2.7%)
Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
U
UBS
Zurich,
Switzerland
|
+$1.44M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.35M |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$898K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$489K |
| 5 |
AIG
American International Group
New York
|
+$469K |
