Invesco S&P 500 Downside Hedged ETF
PHDG
PHDG
43 hedge funds and large institutions have $67.4M invested in Invesco S&P 500 Downside Hedged ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 14 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 capital invested
Capital invested by funds: $ → $
22% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 18
71% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 14
Holders
43
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$1.2M | |
| 2 | +$1.07M | |
| 3 | +$799K | |
| 4 |
PJWM
Philip James Wealth Mangement
Milton,
Georgia
|
+$417K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$252K |
Top Sellers
| 1 | -$5.04M | |
| 2 | -$4.58M | |
| 3 | -$3.79M | |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.65M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$1.79M |