PHDG icon

Invesco S&P 500 Downside Hedged ETF
PHDG

Overview Fund Activity

20 hedge funds and large institutions have $26.5M invested in Invesco S&P 500 Downside Hedged ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 5 closing their positions.

Holders
20
Holders Change
–
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
8
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
1
TMD & Associates
Arizona
$17.4M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$4.41M
3
Jane Street
3
Jane Street
New York
$415K
4
Wolverine Trading
4
Wolverine Trading
Illinois
$262K
5
PG
5
Patten Group
Tennessee
$913K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
AWA
2
Arete Wealth Advisors
Illinois
$0
3
AIC
3
Ameritas Investment Company
Nebraska
$0
4
N
4
Natixis
France
$466K
5
UBS Group
5
UBS Group
Switzerland
$456K
Name Market Value Shares Shares
Change 		Shares
Change %
TA
1
TMD & Associates
Arizona
$17.4M 624,299 +624,299 New
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$4.41M 124,103 +124,103 New
PG
3
Patten Group
Tennessee
$913K 32,743 +3,173 +11%
UCFA
4
United Capital Financial Advisors
Texas
$654K 23,461 +129 +0.6%
N
5
Natixis
France
$466K 16,718 -3,305 -17%
UBS Group
6
UBS Group
Switzerland
$456K 16,355 -1,852 -10%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$436K 15,644 -418 -3%
Jane Street
8
Jane Street
New York
$415K 14,889 +14,889 New
LPL Financial
9
LPL Financial
California
$348K 12,477 -545 -4%
APA
10
American Portfolios Advisors
New York
$313K 11,237 +26 +0.2%
Wolverine Trading
11
Wolverine Trading
Illinois
$262K 9,380 +9,380 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$179K 6,425 +1,435 +29%
BWA
13
Burt Wealth Advisors
Maryland
$151K 5,425 +1,760 +48%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$95K 3,412 +1,312 +62%
ASN
15
Advisory Services Network
Georgia
$21K 755 +1 +0.1%
AG
16
Advisor Group
Arizona
$8K 288 – –
Morgan Stanley
17
Morgan Stanley
New York
$7K 245 – –
HI
18
Hudock Inc
Pennsylvania
$5K 211 +1 +0.5%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
– – -37,153 Closed
AWA
20
Arete Wealth Advisors
Illinois
– – -23,520 Closed
AIC
21
Ameritas Investment Company
Nebraska
– – -4,328 Closed
IA
22
IFP Advisors
Florida
– – -1,800 Closed
Fidelity Investments
23
Fidelity Investments
Massachusetts
– – -1 Closed
Parallax Volatility Advisers
24
Parallax Volatility Advisers
California
$0 1 – –
HWM
25
Holloway Wealth Management
Florida
– – – –
1
2