PHDG icon

Invesco S&P 500 Downside Hedged ETF
PHDG

Overview Fund Activity

46 hedge funds and large institutions have $70.5M invested in Invesco S&P 500 Downside Hedged ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
16
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$3.54M
2
LPL Financial
2
LPL Financial
California
$6.03M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.18M
4
SFS
4
Sowell Financial Services
Arkansas
$2.68M
5
PAG
5
Private Advisor Group
New Jersey
$3.87M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
AAS
2
Asset Allocation Strategies
Michigan
$10.2M
3
CPC
3
Congress Park Capital
New York
$0
4
Jane Street
4
Jane Street
New York
$0
5
DWM
5
Darwin Wealth Management
Florida
$2.32M
Name Market Value Shares Shares
Change 		Shares
Change %
FPB
1
First PREMIER Bank
South Dakota
$13M 349,099 -2,770 -0.8%
AAS
2
Asset Allocation Strategies
Michigan
$10.2M 264,930 -48,986 -16%
LPL Financial
3
LPL Financial
California
$6.03M 161,906 +62,053 +62%
PG
4
Patten Group
Tennessee
$4.33M 116,164 +9,333 +9%
PJWM
5
Philip James Wealth Mangement
Georgia
$4.19M 112,446 +556 +0.5%
PAG
6
Private Advisor Group
New Jersey
$3.87M 103,987 +15,073 +17%
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$3.54M 94,971 +94,971 New
SFS
8
Sowell Financial Services
Arkansas
$2.68M 71,926 +16,703 +30%
LCM
9
Lunt Capital Management
Utah
$2.33M 62,561 +10,282 +20%
DWM
10
Darwin Wealth Management
Florida
$2.32M 62,364 -10,595 -15%
GWM
11
Geneos Wealth Management
Colorado
$1.57M 42,084 +2,836 +7%
KA
12
Kovack Advisors
Florida
$1.52M 40,849 +518 +1%
FGA
13
Fortis Group Advisors
New Jersey
$1.52M 40,748 +6,449 +19%
KAS
14
Kestra Advisory Services
Texas
$1.29M 34,684 -1,608 -4%
Goldman Sachs
15
Goldman Sachs
New York
$1.18M 31,641 +31,641 New
SWP
16
Stratos Wealth Partners
Ohio
$1.17M 31,386 -3,017 -9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.01M 27,185 -9,851 -27%
FCM
18
Family Capital Management
Michigan
$949K 25,485 -97 -0.4%
SOS
19
Silver Oak Securities
Tennessee
$882K 23,585 +4,784 +25%
Bank of America
20
Bank of America
North Carolina
$796K 21,358 – –
Osaic Holdings
21
Osaic Holdings
Arizona
$708K 19,017 +7,485 +65%
Mariner
22
Mariner
Kansas
$686K 18,428 -1,304 -7%
UBS Group
23
UBS Group
Switzerland
$634K 17,022 -626 -4%
OPS
24
Orion Portfolio Solutions
Nebraska
$563K 15,125 -1,960 -11%
BCI
25
Brinker Capital Investments
Pennsylvania
$563K 15,125 -1,960 -11%
1
2 3