Invesco S&P 500 Downside Hedged ETF
PHDG
PHDG
47 hedge funds and large institutions have $103M invested in Invesco S&P 500 Downside Hedged ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
36% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 22
Holders
47
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$12M | |
| 2 | +$4.92M | |
| 3 | +$1.17M | |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$667K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$576K |
Top Sellers
| 1 | -$20.3M | |
| 2 | -$5.77M | |
| 3 | -$3.08M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.07M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.14M |