PHDG icon

Invesco S&P 500 Downside Hedged ETF

20 hedge funds and large institutions have $5.54M invested in Invesco S&P 500 Downside Hedged ETF in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$975K 37,153 +37,153 New
PG
2
Patten Group
Tennessee
$776K 29,570 +11,620 +65%
AWA
3
Arete Wealth Advisors
Illinois
$617K 23,520 +11,504 +96%
UCFA
4
United Capital Financial Advisors
Texas
$612K 23,332 +86 +0.4%
N
5
Natixis
France
$525K 20,023 +5 +0%
UBS Group
6
UBS Group
Switzerland
$478K 18,207 -7,026 -28%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$421K 16,062 -1,017 -6%
LPL Financial
8
LPL Financial
California
$342K 13,022 -2,256 -15%
APA
9
American Portfolios Advisors
New York
$294K 11,211 +147 +1%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$131K 4,990 -49,069 -91%
AIC
11
Ameritas Investment Company
Nebraska
$114K 4,328 +4,328 New
BWA
12
Burt Wealth Advisors
Maryland
$96K 3,665
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$55K 2,100
IA
14
IFP Advisors
Florida
$48K 1,800
ASN
15
Advisory Services Network
Georgia
$20K 754 +1 +0.1%
HWM
16
Holloway Wealth Management
Florida
AG
17
Advisor Group
Arizona
$8K 288 -3,738 -93%
Morgan Stanley
18
Morgan Stanley
New York
$6K 245
HI
19
Hudock Inc
Pennsylvania
$5K 210
SWP
20
Stratos Wealth Partners
Ohio
-2,714 Closed
CFA
21
Carroll Financial Associates
North Carolina
-857 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
Parallax Volatility Advisers
23
Parallax Volatility Advisers
California
$0 1
Fidelity Investments
24
Fidelity Investments
Massachusetts
$0 1 +1 New