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Invesco S&P 500 Downside Hedged ETF
PHDG
PHDG
51 hedge funds and large institutions have $77.5M invested in Invesco S&P 500 Downside Hedged ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
11% more funds holding
Funds holding: 46 → 51 (+5)
10% more capital invested
Capital invested by funds: $70.5M → $77.5M (+$7.02M)
5.67% more ownership
Funds ownership: 61.73% → 67.4% (+5.7%)
37% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 19
Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
12
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$3.54M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.97M |
| 3 |
FGA
Fortis Group Advisors
Westwood,
New Jersey
|
-$1.14M |
| 4 |
AAS
Asset Allocation Strategies
Farmington,
Michigan
|
-$964K |
| 5 |
Morgan Stanley
New York
|
-$200K |
