We are live on ! Find out more
PHDG icon

Invesco S&P 500 Downside Hedged ETF

38 hedge funds and large institutions have $52.6M invested in Invesco S&P 500 Downside Hedged ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

84% more capital invested

Capital invested by funds: $28.6M → $52.6M (+$24M)

36% more funds holding

Funds holding: 2838 (+10)

8.78% less ownership

Funds ownership: 45.23%36.45% (-8.8%)

Holders
38
Holders Change
+10
Holders Change %
+35.71%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
13
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
1
Truist Financial
North Carolina
$12.7M +$8.84M +271,603 +243%
LPL Financial
2
LPL Financial
California
$12.5M +$6.65M +204,263 +117%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$4.41M
CPC
4
Congress Park Capital
New York
$3.67M +$3.62M +111,328 New
FPB
5
First PREMIER Bank
South Dakota
$2.55M +$1.15M +35,378 +84%
SWP
6
Stratos Wealth Partners
Ohio
$1.85M +$107K +3,282 +6%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.55M +$669K +20,570 +78%
PAG
8
Private Advisor Group
New Jersey
$1.5M +$427K +13,125 +41%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.31M +$394K +12,103 +44%
DA
10
Doliver Advisors
Texas
$1.02M +$1M +30,868 New
AI
11
Atria Investments
North Carolina
$1.01M +$994K +30,559 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$934K -$586K -18,007 -39%
RPSA
13
Richard P. Slaughter Associates
Texas
$848K +$837K +25,735 New
UCFA
14
United Capital Financial Advisors
Texas
$791K +$1.46K +45 +0.2%
PG
15
Patten Group
Tennessee
$787K +$69.5K +2,135 +10%
N
16
Natixis
France
$664K -$11.3K -346 -2%
GVAG
17
Great Valley Advisor Group
Delaware
$620K -$76K -2,337 -11%
APA
18
American Portfolios Advisors
New York
$591K +$15.1K +465 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$548K +$159K +4,884 +42%
EH
20
Equitable Holdings
New York
$406K +$401K +12,320 New
IWM
21
IHT Wealth Management
Illinois
$392K +$45.6K +1,403 +13%
IFG
22
Investors Financial Group
Minnesota
$341K +$336K +10,340 New
IFG
23
Independent Financial Group
California
$293K
Wolverine Trading
24
Wolverine Trading
Illinois
$286K +$284K +8,737 New
FHA
25
Flagship Harbor Advisors
Massachusetts
$240K +$62K +1,907 +35%