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Invesco S&P 500 Downside Hedged ETF
PHDG
PHDG
46 hedge funds and large institutions have $65.6M invested in Invesco S&P 500 Downside Hedged ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 23 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
5.51% more ownership
Funds ownership: 67.4% → 72.92% (+5.5%)
10% less funds holding
Funds holding: 51 → 46 (-5)
15% less capital invested
Capital invested by funds: $77.5M → $65.6M (-$11.9M)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
70% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 23
Holders
46
Holders Change
-5
Holders Change %
-9.8%
% 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
8
Increased
7
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
LC
LCNB Corp
Lebanon,
Ohio
|
-$4.59M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.42M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$2.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.1M |
| 5 |
PG
Patten Group
Chattanooga,
Tennessee
|
-$1,000K |
