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Invesco S&P 500 Downside Hedged ETF
PHDG
PHDG
33 hedge funds and large institutions have $61.3M invested in Invesco S&P 500 Downside Hedged ETF in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
7.77% less ownership
Funds ownership: 26.62% → 18.85% (-7.8%)
11% less funds holding
Funds holding: 37 → 33 (-4)
37% less capital invested
Capital invested by funds: $97.2M → $61.3M (-$35.9M)
53% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 17
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
3
Increased
8
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
TA
TMD & Associates
Scottsdale,
Arizona
|
+$3.89M |
| 2 |
AIA
Allegis Investment Advisors
Idaho Falls,
Idaho
|
+$1.48M |
| 3 |
Jane Street
New York
|
+$1.37M |
| 4 |
BPB
Badgley, Phelps & Bell
Seattle,
Washington
|
+$680K |
| 5 |
LRPA
L. Roy Papp & Associates
Phoenix,
Arizona
|
+$471K |
