PHDG icon

Invesco S&P 500 Downside Hedged ETF

20 hedge funds and large institutions have $13.4M invested in Invesco S&P 500 Downside Hedged ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
3
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$4.41M 124,103
SMFS
2
Squar Milner Financial Services
California
$2.86M 86,700 +86,700 New
PG
3
Patten Group
Tennessee
$1.04M 37,722 -1,215 -3%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$871K 31,743 +31,743 New
UCFA
5
United Capital Financial Advisors
Texas
$648K 23,617 +80 +0.3%
UWM
6
USAdvisors Wealth Management
Minnesota
$551K 20,083 +20,083 New
SWP
7
Stratos Wealth Partners
Ohio
$484K 17,632 +4,053 +30%
N
8
Natixis
France
$454K 16,563 -228 -1%
UBS Group
9
UBS Group
Switzerland
$420K 15,312 -642 -4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$379K 13,836 -1,473 -10%
APA
11
American Portfolios Advisors
New York
$302K 11,016 -236 -2%
LPL Financial
12
LPL Financial
California
$291K 10,588 -1,207 -10%
Citadel Advisors
13
Citadel Advisors
Florida
$276K 10,071 +10,071 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$187K 6,826 +151 +2%
BWA
15
Burt Wealth Advisors
Maryland
$149K 5,425
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$58K 2,100
ASN
17
Advisory Services Network
Georgia
$21K 757
AG
18
Advisor Group
Arizona
$8K 288
Morgan Stanley
19
Morgan Stanley
New York
$7K 245
Parallax Volatility Advisers
20
Parallax Volatility Advisers
California
-1 Closed
Wells Fargo
21
Wells Fargo
California
$0 1
CFGS
22
Concourse Financial Group Securities
Alabama