We are live on
!
Find out more
Invesco S&P 500 Downside Hedged ETF
PHDG
PHDG
53 hedge funds and large institutions have $84.9M invested in Invesco S&P 500 Downside Hedged ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 27 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
15% more funds holding
Funds holding: 46 → 53 (+7)
4.28% more ownership
Funds ownership: 59.29% → 63.57% (+4.3%)
3% less capital invested
Capital invested by funds: $87.8M → $84.9M (-$2.99M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
63% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 27
Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
10
Reduced
27
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Mariner
Overland Park,
Kansas
|
-$4.32M |
| 2 |
BFG
Baron Financial Group
Fair Lawn,
New Jersey
|
-$3.57M |
| 3 |
AC
Anson Capital
Tyrone,
Georgia
|
-$3.18M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.42M |
| 5 |
FCM
Family Capital Management
Grand Rapids,
Michigan
|
-$2.26M |
