Invesco S&P 500 Downside Hedged ETF
PHDG
PHDG
47 hedge funds and large institutions have $70.2M invested in Invesco S&P 500 Downside Hedged ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 18 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 capital invested
Capital invested by funds: $ → $
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
17% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 18
Holders
47
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
1 | +$1.31M | |
2 | +$852K | |
3 | +$753K | |
4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$545K |
5 |
PG
Patten Group
Chattanooga,
Tennessee
|
+$537K |
Top Sellers
1 | -$7.27M | |
2 | -$2.82M | |
3 | -$814K | |
4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$598K |
5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$322K |