PHDG icon

Invesco S&P 500 Downside Hedged ETF
PHDG

Overview Fund Activity

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.

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
15
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FGA
1
Fortis Group Advisors
New Jersey
$1.31M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.97M
3
CPC
3
Congress Park Capital
New York
$753K
4
SOS
4
Silver Oak Securities
Tennessee
$716K
5
PG
5
Patten Group
Tennessee
$4.08M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$0
2
AAS
2
Asset Allocation Strategies
Michigan
$12M
3
IAIM
3
International Assets Investment Management
Florida
$0
4
AI
4
Atria Investments
North Carolina
$0
5
SWP
5
Stratos Wealth Partners
Ohio
$1.31M
Name Market Value Shares Shares
Change 		Shares
Change %
FPB
1
First PREMIER Bank
South Dakota
$13.4M 351,869 -1,773 -0.5%
AAS
2
Asset Allocation Strategies
Michigan
$12M 313,916 -73,877 -19%
PJWM
3
Philip James Wealth Mangement
Georgia
$4.28M 111,890 +4,669 +4%
PG
4
Patten Group
Tennessee
$4.08M 106,831 +14,056 +15%
LPL Financial
5
LPL Financial
California
$3.82M 99,853 +5,599 +6%
PAG
6
Private Advisor Group
New Jersey
$3.4M 88,914 +2,697 +3%
DWM
7
Darwin Wealth Management
Florida
$2.79M 72,959 -5,110 -7%
WOSD
8
WFA of San Diego
California
$2.11M 55,334 -872 -2%
SFS
9
Sowell Financial Services
Arkansas
$2.11M 55,223 -644 -1%
LCM
10
Lunt Capital Management
Utah
$2M 52,279 +7,928 +18%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.97M 51,507 +22,303 +76%
KA
12
Kovack Advisors
Florida
$1.54M 40,331 -185 -0.5%
GWM
13
Geneos Wealth Management
Colorado
$1.5M 39,248 +4,847 +14%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.42M 37,036 -616 -2%
KAS
15
Kestra Advisory Services
Texas
$1.39M 36,292 +3,282 +10%
SWP
16
Stratos Wealth Partners
Ohio
$1.31M 34,403 -8,439 -20%
FGA
17
Fortis Group Advisors
New Jersey
$1.31M 34,299 +34,299 New
FCM
18
Family Capital Management
Michigan
$977K 25,582 -4,986 -16%
Bank of America
19
Bank of America
North Carolina
$816K 21,358 -55 -0.3%
Mariner
20
Mariner
Kansas
$754K 19,732 +602 +3%
CPC
21
Congress Park Capital
New York
$753K 19,700 +19,700 New
SOS
22
Silver Oak Securities
Tennessee
$716K 18,801 +14,323 +320%
UBS Group
23
UBS Group
Switzerland
$674K 17,648 -167 -0.9%
OPS
24
Orion Portfolio Solutions
Nebraska
$653K 17,085 -1,742 -9%
BCI
25
Brinker Capital Investments
Pennsylvania
$653K 17,085 -1,742 -9%
1
2 3