We are live on ! Find out more
PHDG icon

Invesco S&P 500 Downside Hedged ETF

58 hedge funds and large institutions have $133M invested in Invesco S&P 500 Downside Hedged ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

13% more capital invested

Capital invested by funds: $118M → $133M (+$15.3M)

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

4.45% more ownership

Funds ownership: 44.55%48.99% (+4.4%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

3% less funds holding

Funds holding: 6058 (-2)

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
1%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
13
Increased
20
Reduced
18
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$21.9M +$1.89M +54,991 +9%
FPB
2
First PREMIER Bank
South Dakota
$15.1M +$193K +5,613 +1%
LPL Financial
3
LPL Financial
California
$12.7M -$3.22M -93,535 -20%
FHA
4
Flagship Harbor Advisors
Massachusetts
$11.8M +$9.36M +271,867 +367%
MIAN
5
Mariner Independent Advisor Network
Kansas
$7.2M -$596K -17,324 -8%
WIM
6
WealthPlan Investment Management
Nebraska
$5.35M +$5.51M +159,999 New
DWM
7
Darwin Wealth Management
Florida
$4.73M +$2.51M +72,784 +114%
SWP
8
Stratos Wealth Partners
Ohio
$4.72M +$1M +29,164 +27%
CPC
9
Congress Park Capital
New York
$4.14M +$4.19M +121,777 New
PAG
10
Private Advisor Group
New Jersey
$3.59M +$747K +21,703 +26%
BFG
11
Baron Financial Group
New Jersey
$3.09M +$3.13M +90,990 New
WOSD
12
WFA of San Diego
California
$2.95M +$17.8K +518 +0.6%
AC
13
Anson Capital
Georgia
$2.8M -$626K -18,188 -18%
BWG
14
Beta Wealth Group
California
$2.71M -$371K -10,774 -12%
KA
15
Kovack Advisors
Florida
$2.44M +$72.1K +2,096 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.19M +$1M +29,174 +83%
PG
17
Patten Group
Tennessee
$1.97M +$46.2K +1,342 +2%
SFS
18
Sowell Financial Services
Arkansas
$1.97M +$1.99M +57,961 New
Osaic Holdings
19
Osaic Holdings
Arizona
$1.96M -$249K -7,248 -11%
AI
20
Atria Investments
North Carolina
$1.81M -$102K -2,957 -5%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.77M -$785K -22,803 -30%
CAN
22
Cetera Advisor Networks
California
$1.61M +$281K +8,151 +21%
KAS
23
Kestra Advisory Services
Texas
$1.35M -$15.6K -454 -1%
APA
24
American Portfolios Advisors
New York
$1.17M -$8.5K -247 -0.7%
TCWM
25
Total Clarity Wealth Management
Illinois
$1.08M +$1.1M +31,925 New