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Invesco S&P 500 Downside Hedged ETF
PHDG
PHDG
40 hedge funds and large institutions have $219M invested in Invesco S&P 500 Downside Hedged ETF in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
4.67% less ownership
Funds ownership: 43.89% → 39.22% (-4.7%)
7% less funds holding
Funds holding: 43 → 40 (-3)
26% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 19
28% less capital invested
Capital invested by funds: $304M → $219M (-$85.5M)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
1.08%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
4
Increased
14
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$36.6M |
| 2 |
Goldman Sachs
New York
|
-$8.81M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$7.31M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$6.91M |
| 5 |
LPL Financial
San Diego,
California
|
-$4.66M |
