PHDG icon

Invesco S&P 500 Downside Hedged ETF
PHDG

Overview Fund Activity

42 hedge funds and large institutions have $56M invested in Invesco S&P 500 Downside Hedged ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
42
Holders Change
–
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
20
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WOSD
1
WFA of San Diego
California
$3.39M
2
FPB
2
First PREMIER Bank
South Dakota
$5.33M
3
VFG
3
V2 Financial group
Illinois
$1.95M
4
OMC
4
Old Mission Capital
Illinois
$953K
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$693K

Top Sellers

1
BTWM
1
Baker Tilly Wealth Management
Wisconsin
$1.57M
2
DA
2
Doliver Advisors
Texas
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$0
5
EH
5
Equitable Holdings
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$8.14M 241,437 -389 -0.2%
CA
2
CGN Advisors
Kansas
$5.68M 168,467 +17,544 +12%
FPB
3
First PREMIER Bank
South Dakota
$5.33M 158,075 +67,039 +74%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$4.41M 124,103 – –
WOSD
5
WFA of San Diego
California
$3.39M 100,604 +100,604 New
BWG
6
Beta Wealth Group
California
$3.31M 98,107 +10,522 +12%
CPC
7
Congress Park Capital
New York
$3M 88,870 +1,696 +2%
SWP
8
Stratos Wealth Partners
Ohio
$2.24M 66,251 +5,996 +10%
VFG
9
V2 Financial group
Illinois
$1.95M 57,693 +50,116 +661%
BTWM
10
Baker Tilly Wealth Management
Wisconsin
$1.57M 46,400 -69,900 -60%
AI
11
Atria Investments
North Carolina
$1.44M 42,738 +5,241 +14%
RPSA
12
Richard P. Slaughter Associates
Texas
$1.4M 41,524 +15,026 +57%
PAG
13
Private Advisor Group
New Jersey
$1.13M 33,379 -2,147 -6%
PG
14
Patten Group
Tennessee
$1.1M 32,624 +5,477 +20%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.08M 32,050 +479 +2%
N
16
Natixis
France
$1.07M 31,639 +13,312 +73%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.05M 31,056 -1,291 -4%
APA
18
American Portfolios Advisors
New York
$1.03M 30,399 +6,635 +28%
OMC
19
Old Mission Capital
Illinois
$953K 28,263 +22,194 +366%
P
20
Palladiem
Pennsylvania
$878K 26,028 +7,004 +37%
FHA
21
Flagship Harbor Advisors
Massachusetts
$693K 20,556 +20,556 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$613K 18,166 +3,706 +26%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$567K 16,832 -2,899 -15%
UBS Group
24
UBS Group
Switzerland
$563K 16,706 -7,507 -31%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$534K 15,823 -5,608 -26%
1
2 3