Invesco S&P 500 Downside Hedged ETF (NYSEARCA:PHDG) Holdings Lowered by WFA of San Diego LLC

WFA of San Diego LLC decreased its position in shares of Invesco S&P 500 Downside Hedged ETF (NYSEARCA:PHDGFree Report) by 17.6% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 65,029 shares of the company’s stock after selling 13,885 shares during the quarter. Invesco S&P 500 Downside Hedged ETF makes up 2.1% of WFA of San Diego LLC’s investment portfolio, making the stock its 9th largest position. WFA of San Diego LLC owned approximately 1.28% of Invesco S&P 500 Downside Hedged ETF worth $2,166,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in PHDG. Equitable Holdings Inc. raised its holdings in Invesco S&P 500 Downside Hedged ETF by 352.2% during the 1st quarter. Equitable Holdings Inc. now owns 616,408 shares of the company’s stock valued at $20,261,000 after acquiring an additional 480,090 shares during the period. Mariner LLC purchased a new stake in Invesco S&P 500 Downside Hedged ETF during the 4th quarter worth about $5,708,000. Private Advisor Group LLC bought a new position in Invesco S&P 500 Downside Hedged ETF in the 1st quarter worth about $4,200,000. Atria Wealth Solutions Inc. purchased a new position in Invesco S&P 500 Downside Hedged ETF during the 1st quarter valued at about $2,279,000. Finally, OLD Mission Capital LLC purchased a new position in Invesco S&P 500 Downside Hedged ETF during the 1st quarter valued at about $1,345,000.

Invesco S&P 500 Downside Hedged ETF Stock Performance

Shares of Invesco S&P 500 Downside Hedged ETF stock remained flat at $32.72 on Monday. 884 shares of the stock were exchanged, compared to its average volume of 40,638. The stock’s 50-day moving average price is $31.67 and its 200 day moving average price is $32.59. Invesco S&P 500 Downside Hedged ETF has a 52-week low of $30.08 and a 52-week high of $34.70. The stock has a market capitalization of $166.87 million, a P/E ratio of 18.44 and a beta of 0.36.

About Invesco S&P 500 Downside Hedged ETF

(Free Report)

The Invesco S&P 500 Downside Hedged ETF (PHDG) is an exchange-traded fund that is based on the S&P 500 Dynamic VEQTOR index. The fund is an actively-managed ETF that allocates its portfolio between S&P 500 equities, VIX Index futures and cash. PHDG was launched on Dec 6, 2012 and is managed by Invesco.

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Institutional Ownership by Quarter for Invesco S&P 500 Downside Hedged ETF (NYSEARCA:PHDG)

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