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
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
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
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$4.02M | |
| 2 | +$1.53M | |
| 3 | +$1.42M | |
| 4 |
BPB
Badgley, Phelps & Bell
Seattle,
Washington
|
+$703K |
| 5 |
LRPA
L. Roy Papp & Associates
Phoenix,
Arizona
|
+$487K |
Top Sellers
| 1 | -$8.33M | |
| 2 | -$4.33M | |
| 3 | -$1.06M | |
| 4 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
-$1.04M |
| 5 |
JPMorgan Chase & Co
New York
|
-$727K |