PHDG icon

Invesco S&P 500 Downside Hedged ETF

32 hedge funds and large institutions have $152M invested in Invesco S&P 500 Downside Hedged ETF in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
32
Holders Change
+8
Holders Change %
+33.33%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
10
Increased
13
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WBG
1
Wharton Business Group
Pennsylvania
$54.8M 1,904,485 +1,904,485 New
U
2
UBS
Switzerland
$19.6M 682,437 +307,263 +82%
EC
3
Estate Counselors
Wisconsin
$16.5M 574,470 +19,620 +4%
BPB
4
Badgley, Phelps & Bell
Washington
$13.8M 478,484 +200,130 +72%
CFA
5
Carroll Financial Associates
North Carolina
$7.45M 251,160 +251,160 New
AI
6
Atria Investments
North Carolina
$5.92M 205,678 -2,754 -1%
HighTower Advisors
7
HighTower Advisors
Illinois
$5.82M 202,409 +34,339 +20%
UCFA
8
United Capital Financial Advisors
Texas
$5.17M 179,824 +179,824 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.66M 161,974 +161,974 New
LPL Financial
10
LPL Financial
California
$4.17M 146,401 -1,494 -1%
AIG
11
American International Group
New York
$3.93M 136,552 +3,752 +3%
CG
12
Colony Group
Massachusetts
$2.5M 86,857 +4,156 +5%
SWP
13
Stratos Wealth Partners
Ohio
$1.98M 68,792 -5,912 -8%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$966K 33,576 -7,160 -18%
MFS
15
MSI Financial Services
Massachusetts
$945K 32,861 +2,026 +7%
OC
16
Oppenheimer & Co
New York
$886K 30,801 +23,394 +316%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$859K 29,853 +3,459 +13%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$544K 18,924 +18,924 New
HFS
19
HL Financial Services
Kentucky
$364K 12,672
FBT
20
Founders Bank & Trust
Michigan
$235K 8,174 +864 +12%
HA
21
Hays Advisory
Tennessee
$221K 7,698 +7,698 New
CA
22
Cetera Advisors
Colorado
$202K 7,080 +7,080 New
SI
23
SII Investments
Wisconsin
$200K 6,939 +6,939 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$101K 3,518
US Bancorp
25
US Bancorp
Minnesota
$59K 2,038 +940 +86%