PHDG icon

Invesco S&P 500 Downside Hedged ETF
PHDG

Overview Fund Activity

48 hedge funds and large institutions have $75.7M invested in Invesco S&P 500 Downside Hedged ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 2 closing their positions.

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
10
Reduced
22
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEG
1
Financial Enhancement Group
Indiana
$7.27M
2
WOSD
2
WFA of San Diego
California
$2.1M
3
KA
3
Kovack Advisors
Florida
$1.52M
4
PG
4
Patten Group
Tennessee
$3.47M
5
Jane Street
5
Jane Street
New York
$271K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$490K
2
AI
2
Atria Investments
North Carolina
$598K
3
FPB
3
First PREMIER Bank
South Dakota
$13.2M
4
OMC
4
Old Mission Capital
Illinois
$0
5
KAS
5
Kestra Advisory Services
Texas
$1.23M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
1
Asset Allocation Strategies
Michigan
$14.5M 387,793 -9,900 -2%
FPB
2
First PREMIER Bank
South Dakota
$13.2M 353,642 -15,028 -4%
FEG
3
Financial Enhancement Group
Indiana
$7.27M 196,293 +196,293 New
PJWM
4
Philip James Wealth Mangement
Georgia
$4.01M 107,221 +3,496 +3%
LPL Financial
5
LPL Financial
California
$3.53M 94,254 +894 +1%
PG
6
Patten Group
Tennessee
$3.47M 92,775 +10,297 +12%
PAG
7
Private Advisor Group
New Jersey
$3.23M 86,217 -1,303 -1%
DWM
8
Darwin Wealth Management
Florida
$2.92M 78,069 -7,216 -8%
WOSD
9
WFA of San Diego
California
$2.1M 56,206 +56,206 New
SFS
10
Sowell Financial Services
Arkansas
$2.09M 55,867 -3,606 -6%
LCM
11
Lunt Capital Management
Utah
$1.66M 44,351 +6,135 +16%
SWP
12
Stratos Wealth Partners
Ohio
$1.6M 42,842 -7,718 -15%
KA
13
Kovack Advisors
Florida
$1.52M 40,516 +40,516 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.41M 37,652 -15 -0%
GWM
15
Geneos Wealth Management
Colorado
$1.29M 34,401 +2,823 +9%
KAS
16
Kestra Advisory Services
Texas
$1.23M 33,010 -11,459 -26%
FCM
17
Family Capital Management
Michigan
$1.14M 30,568 -4,054 -12%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.09M 29,204 -9,766 -25%
IAIM
19
International Assets Investment Management
Florida
$814K 21,753 -3,000 -12%
Bank of America
20
Bank of America
North Carolina
$801K 21,413 -324 -1%
Mariner
21
Mariner
Kansas
$716K 19,130 -145 -0.8%
BCI
22
Brinker Capital Investments
Pennsylvania
$704K 18,827 -6,064 -24%
OPS
23
Orion Portfolio Solutions
Nebraska
$704K 18,827 -6,064 -24%
UBS Group
24
UBS Group
Switzerland
$666K 17,815 -1,074 -6%
AI
25
Atria Investments
North Carolina
$598K 15,986 -15,705 -50%
1
2 3