PHDG icon

Invesco S&P 500 Downside Hedged ETF

24 hedge funds and large institutions have $61.7M invested in Invesco S&P 500 Downside Hedged ETF in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
24
Holders Change
+6
Holders Change %
+33.33%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
7
Increased
9
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EC
1
Estate Counselors
Wisconsin
$15.7M 554,850 +207,850 +60%
U
2
UBS
Switzerland
$10.6M 375,174 +197,678 +111%
BPB
3
Badgley, Phelps & Bell
Washington
$7.9M 278,354 +278,354 New
AI
4
Atria Investments
North Carolina
$5.91M 208,432 +28,804 +16%
HighTower Advisors
5
HighTower Advisors
Illinois
$4.77M 168,070 +15,884 +10%
LPL Financial
6
LPL Financial
California
$4.2M 147,895 +1,950 +1%
AIG
7
American International Group
New York
$3.77M 132,800 +5,713 +4%
CG
8
Colony Group
Massachusetts
$2.35M 82,701 -6,000 -7%
SWP
9
Stratos Wealth Partners
Ohio
$2.12M 74,704 +74,704 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.16M 40,736 -7,602 -16%
MFS
11
MSI Financial Services
Massachusetts
$875K 30,835 +2,071 +7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$749K 26,394 +1,050 +4%
HFS
13
HL Financial Services
Kentucky
$360K 12,672 -902 -7%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$298K 10,513 +10,513 New
LPT
15
Legacy Private Trust
Wisconsin
$258K 9,100 -14,742 -62%
OC
16
Oppenheimer & Co
New York
$210K 7,407 -26,484 -78%
FBT
17
Founders Bank & Trust
Michigan
$207K 7,310 +7,310 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$100K 3,518 +1,518 +76%
Wells Fargo
19
Wells Fargo
California
$31K 1,078 +1,078 New
US Bancorp
20
US Bancorp
Minnesota
$31K 1,098 +1,098 New
WA
21
WFG Advisors
Texas
$12K 415
WTB
22
Washington Trust Bank
Washington
$11K 380 +380 New
Morgan Stanley
23
Morgan Stanley
New York
$10K 365
SIA
24
SeaBridge Investment Advisors
New Jersey
$10K 367
TRCT
25
Tower Research Capital (TRC)
New York
-261 Closed