Invesco S&P 500 Downside Hedged ETF
PHDG
PHDG
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
33% more funds holding
Funds holding: 24 → 32 (+8)
15.73% more ownership
Funds ownership: 20.42% → 36.15% (+16%)
Holders
32
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$54.8M | |
| 2 | +$8.84M | |
| 3 | +$7.45M | |
| 4 |
BPB
Badgley, Phelps & Bell
Seattle,
Washington
|
+$5.76M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$5.17M |
Top Sellers
| 1 | -$298K | |
| 2 | -$258K | |
| 3 | -$206K | |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$170K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$79.2K |