Invesco S&P 500 Downside Hedged ETF
PHDG
PHDG
46 hedge funds and large institutions have $87.8M invested in Invesco S&P 500 Downside Hedged ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
15% less capital invested
Capital invested by funds: $103M → $87.8M (-$14.9M)
45% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 22
Holders
46
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$1.55M | |
| 2 | +$1.39M | |
| 3 | +$1.13M | |
| 4 |
AAS
Asset Allocation Strategies
Farmington,
Michigan
|
+$471K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$399K |
Top Sellers
| 1 | -$4.92M | |
| 2 | -$1.79M | |
| 3 | -$1.43M | |
| 4 |
BWG
Beta Wealth Group
San Diego,
California
|
-$1.38M |
| 5 |
Mariner
Overland Park,
Kansas
|
-$1.06M |