PHDG icon

Invesco S&P 500 Downside Hedged ETF

18 hedge funds and large institutions have $26.3M invested in Invesco S&P 500 Downside Hedged ETF in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
6
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TA
1
TMD & Associates
Arizona
$17.3M 617,074 -7,225 -1%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$4.41M 124,103
PG
3
Patten Group
Tennessee
$1.09M 38,937 +6,194 +19%
UCFA
4
United Capital Financial Advisors
Texas
$661K 23,537 +76 +0.3%
N
5
Natixis
France
$472K 16,791 +73 +0.4%
UBS Group
6
UBS Group
Switzerland
$448K 15,954 -401 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$430K 15,309 -335 -2%
SWP
8
Stratos Wealth Partners
Ohio
$381K 13,579 +13,579 New
LPL Financial
9
LPL Financial
California
$331K 11,795 -682 -5%
APA
10
American Portfolios Advisors
New York
$316K 11,252 +15 +0.1%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$188K 6,675 +250 +4%
BWA
12
Burt Wealth Advisors
Maryland
$152K 5,425
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$59K 2,100 -1,312 -38%
ASN
14
Advisory Services Network
Georgia
$21K 757 +2 +0.3%
AG
15
Advisor Group
Arizona
$8K 288
Morgan Stanley
16
Morgan Stanley
New York
$7K 245
Jane Street
17
Jane Street
New York
-14,889 Closed
Wolverine Trading
18
Wolverine Trading
Illinois
-9,380 Closed
HI
19
Hudock Inc
Pennsylvania
-211 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
Wells Fargo
21
Wells Fargo
California
$0 1
Parallax Volatility Advisers
22
Parallax Volatility Advisers
California
$0 1