PHDG icon

Invesco S&P 500 Downside Hedged ETF
PHDG

Overview Fund Activity

52 hedge funds and large institutions have $79.5M invested in Invesco S&P 500 Downside Hedged ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
52
Holders Change
+10
Holders Change %
+23.81%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
21
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPB
1
First PREMIER Bank
South Dakota
$12.4M
2
ARC
2
Advisor Resource Council
Texas
$4.69M
3
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$2.52M
4
KA
4
Kovack Advisors
Florida
$1.76M
5
PWM
5
PRW Wealth Management
Massachusetts
$1.39M

Top Sellers

1
BTWM
1
Baker Tilly Wealth Management
Wisconsin
$0
2
FHA
2
Flagship Harbor Advisors
Massachusetts
$0
3
VFG
3
V2 Financial group
Illinois
$1.53M
4
Jane Street
4
Jane Street
New York
$0
5
DAS
5
Dynamic Advisor Solutions
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FPB
1
First PREMIER Bank
South Dakota
$12.4M 347,691 +189,616 +120%
LPL Financial
2
LPL Financial
California
$9.04M 254,188 +12,751 +5%
CA
3
CGN Advisors
Kansas
$6.05M 170,259 +1,792 +1%
ARC
4
Advisor Resource Council
Texas
$4.69M 131,788 +131,788 New
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$4.41M 124,103 – –
BWG
6
Beta Wealth Group
California
$3.63M 102,080 +3,973 +4%
WOSD
7
WFA of San Diego
California
$3.45M 96,981 -3,623 -4%
CPC
8
Congress Park Capital
New York
$3.35M 94,347 +5,477 +6%
SWP
9
Stratos Wealth Partners
Ohio
$2.64M 74,151 +7,900 +12%
WSTAM
10
Wilbanks Smith & Thomas Asset Management
Virginia
$2.52M 70,747 +70,747 New
AI
11
Atria Investments
North Carolina
$1.86M 52,335 +9,597 +22%
KA
12
Kovack Advisors
Florida
$1.76M 49,466 +49,466 New
VFG
13
V2 Financial group
Illinois
$1.53M 42,916 -14,777 -26%
RPSA
14
Richard P. Slaughter Associates
Texas
$1.51M 42,598 +1,074 +3%
PAG
15
Private Advisor Group
New Jersey
$1.43M 40,183 +6,804 +20%
PG
16
Patten Group
Tennessee
$1.39M 39,036 +6,412 +20%
PWM
17
PRW Wealth Management
Massachusetts
$1.39M 39,036 +39,036 New
Osaic Holdings
18
Osaic Holdings
Arizona
$1.28M 36,082 +4,032 +13%
OMC
19
Old Mission Capital
Illinois
$1.24M 34,836 +6,573 +23%
CAN
20
Cetera Advisor Networks
California
$1.18M 33,127 +33,127 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.17M 32,996 +1,940 +6%
APA
22
American Portfolios Advisors
New York
$1.16M 32,742 +2,343 +8%
N
23
Natixis
France
$1.12M 31,565 -74 -0.2%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.08M 30,413 +14,590 +92%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$915K 25,734 +7,568 +42%
1
2 3